Checking job availability...
Original
Simplified
Job Description
- Manages Account Setup via a series of integrated processes and systems and conducts prospect/client account setup tasks.
- To set up, amend and review customer numbers for all trade/ insurance related counterparties in internal databases.
- To create and issue customer numbers in company systems for all countries in Asia except Japan
- Support the COB Relationship manager in capturing and maintaining client servicing preferences and provide progress status updates.
- Liaises with regional teams, country / global colleagues and business contacts if research requires further investigation, or if new additions are identified to be added to the master repository.
- Perform sanction screening for clients in several jurisdictions to fulfill country KYC requirements.
- Completes entity matching of new and updated client/prospect business information against global database to minimize duplicates.
- Maintain data accuracy and consistency in the customer management database while also supporting the filing of documents.
- Act as a point of contact for stakeholders in ensuring they are up to date with relevant internal policies and procedures related to client on boarding and data standards in the customer management system
- Take the lead on projects and process improvement initiative
- To perform User Acceptance Testing (UAT) following any system changes.
Requirements:
- 2-4 years of relevant experience in Insurance sector and/or the Financial Sector
- Previous Customer Master Data experience is highly desirable
- Degree and good academic record from a reputable university
- Strong analytical skills needed to do research, comprehend and summarize appropriate information
- Attention to details is a must
- Ability to systematically manage and retrieve data
- Chinese literacy will be an added advantage
Job Description
- Manages Account Setup via a series of integrated processes and systems and conducts prospect/client account setup tasks.
- To set up, amend and review customer numbers for all trade/ insurance related counterparties in internal databases.
- To create and issue customer numbers in company systems for all countries in Asia except Japan
- Support the COB Relationship manager in capturing and maintaining client servicing preferences and provide progress status updates.
- Liaises with regional teams, country / global colleagues and business contacts if research requires further investigation, or if new additions are identified to be added to the master repository.
- Perform sanction screening for clients in several jurisdictions to fulfill country KYC requirements.
- Completes entity matching of new and updated client/prospect business information against global database to minimize duplicates.
- Maintain data accuracy and consistency in the customer management database while also supporting the filing of documents.
- Act as a point of contact for stakeholders in ensuring they are up to date with relevant internal policies and procedures related to client on boarding and data standards in the customer management system
- Take the lead on projects and process improvement initiative
- To perform User Acceptance Testing (UAT) following any system changes.
Requirements:
- 2-4 years of relevant experience in Insurance sector and/or the Financial Sector
- Previous Customer Master Data experience is highly desirable
- Degree and good academic record from a reputable university
- Strong analytical skills needed to do research, comprehend and summarize appropriate information
- Attention to details is a must
- Ability to systematically manage and retrieve data
- Chinese literacy will be an added advantage