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Officer, Client Onboarding Analyst - Job Opportunity at Citi Private Bank

Hong Kong, Hong Kong
Full-time
Mid-level
Posted: February 27, 2025
Hybrid
HKD 480,000 - 650,000 per year based on Hong Kong private banking market rates

Benefits

Comprehensive healthcare including telehealth and mental wellness support
Industry-leading global parental leave policy
Financial planning and wealth management services for employees
Extensive learning and development resources
Flexible paid time off
Corporate volunteering opportunities with paid time allocation
Global mobility opportunities within Citi's network

Key Responsibilities

Lead client onboarding documentation and welcome pack preparation with focus on client experience excellence
Manage complex data integrity for ultra-high net worth client demographic information
Execute critical credit document review and charge registration for sophisticated financial instruments
Drive end-to-end account opening and maintenance processes ensuring regulatory compliance
Develop and maintain strategic stakeholder relationships across business units
Implement risk management protocols while safeguarding firm reputation and assets

Requirements

Education

Bachelor's degree

Required Skills

Exceptional interpersonal skills Strong written and verbal communication Detail-oriented with high attention to accuracy Proficient in Microsoft Office Applications English and Cantonese fluency (written and spoken) Ability to work independently and in teams Strong multitasking capabilities Stakeholder management expertise
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Sauge AI Market Intelligence

Industry Trends

Private banking sector experiencing rapid growth in Asia Pacific with increasing focus on digital onboarding solutions Regulatory complexity driving demand for specialized onboarding expertise Growing emphasis on ultra-high net worth segment requiring sophisticated service models

Role Significance

Typically part of a 10-15 person onboarding team within larger private banking operations
Officer level position with significant client interaction and risk management responsibilities

Key Projects

Implementation of enhanced KYC protocols for ultra-high net worth clients Process optimization for complex financial instrument documentation Cross-border account structure development Regulatory compliance framework maintenance

Success Factors

Deep understanding of international banking regulations and compliance requirements Strong attention to detail while maintaining efficiency in high-volume environment Excellent stakeholder management across multiple jurisdictions Ability to handle sensitive client information with absolute discretion

Market Demand

High demand with significant growth trajectory due to wealth management expansion in Asia

Important Skills

Critical Skills

Regulatory compliance expertise Documentation accuracy Client relationship management Risk assessment capabilities Multi-language proficiency

Beneficial Skills

Project management skills Process optimization experience Digital banking knowledge Cross-cultural communication abilities

Unique Aspects

Focus on ultra-high net worth clients with average net worth above $100 million
Global platform with extensive cross-border capabilities
Strong emphasis on risk management and regulatory compliance
Access to sophisticated financial products and services

Career Growth

2-3 years in role before advancement opportunities, with accelerated progression possible based on performance

Potential Next Roles

Senior Client Onboarding Officer Team Lead, Client Operations Private Banking Operations Manager Compliance Specialist

Company Overview

Citi Private Bank

Citi Private Bank is a global leader in wealth management services for ultra-high net worth individuals, operating in 20 countries with over 200 years of banking heritage

Top-tier private banking institution with significant market share in Asia Pacific region
Strong Hong Kong presence serving as key Asian hub for private banking operations
Professional, fast-paced environment with emphasis on excellence and global collaboration
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