Client Risk Analyst (PB)- Investment Bank
Michael PageJob Description
- Investment Bank - Client Risk - Private Wealth About Our Client Our client is a well-known Investment Bank. Currently, they are seeking for an experienced Client Risk Analyst with first line risk exposure to join the team. Job Description - Support the Client Risk team in reviewing account activity, client onboarding, and ongoing monitoring. - Independently perform and review Vulnerable Client Assessments. - Assess clients' Total Net Worth and Liquid Net Worth throughout the client lifecycle. - Conduct risk reviews and ensure accurate documentation and process compliance. - Work closely with Front Office, Compliance, and other teams to resolve risk-related matters. - Analyze risk trends and data to support reporting and decision-making. - Assist with implementing and enhancing risk control procedures in line with regulations and company policies. - Prepare risk reports, escalate issues when needed, and follow up until resolution. - Support team training and share knowledge on risk controls and regulatory updates. - Assist with ad hoc projects and process improvement initiatives. The Successful Applicant - Bachelor's degree or above in Finance, Business, Economics, Risk Management, or a related discipline. - Experience in reviewing and validating clients' assets, liabilities, Total Net Worth, and Liquid Net Worth. - Fluent in Cantonese, English, and Mandarin. - Familiarity with private wealth management products such as funds, structured products, and alternative investments. - Experience in a first-line risk/control role within private wealth management is preferred. What's On Offer - Investment Bank Contact: Quote job ref: JN-092026-7098531
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