Wealth Management, Operations - Client Onboarding & Configuration, Analyst, Beijing

Wealth Management Operations
We conduct service, delivery, and processing functions for the Ultra-High Net Worth, High Net Worth, and Mass Affluent businesses. And we provide front-to-back operational support across the trade and client lifecycle.

ABOUT OUR ROLES

Are you looking to apply your analytical skills while deepening your understanding of Private Wealth Management (PWM)? Our Client Onboarding (COB) team is seeking a professional who is looking to collaborate with Legal, Management, Compliance and AML Compliance to mitigate risks associated with the onboarding of new PWM clients and build up front to back support for PWM platform in China. 

Operations is a dynamic, multi-faceted division that partners with all parts of the Firm to deliver banking, sales and trading and asset management capabilities to clients around the world. 

PWM Operations supports PWM Private Wealth Advisors (PWA). PWAs are responsible for advisi...