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UOB Kay Hian (Hong Kong) Limited

Individual Client Account Opening Assistant

Wan Chai, Wan Chai DistrictOperations

About the role

FinEx AI summary

Process individual client account openings and post-opening reviews per policies and regulations, ensuring KYC/AML compliance and data accuracy. Review documents, perform risk assessments, and update client records. Collaborate with sales and back-office teams, support periodic reviews and regulatory projects.

Core skills

KYCAMLMS WordMS ExcelChinese Word Processingrisk assessment

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