Job Summary

• The Client Lifecycle Management (CLM) Specialist plays a critical role in supporting the Private Bank’s Front Office by providing expert guidance on Source of Wealth (SoW), Anti-Money Laundering (AML), Know Your Client (KYC), and client documentation matters.
• This role partners closely with Relationship Managers, Client Advisors, and key control functions to ensure timely, high-quality onboarding and ongoing client due diligence in line with regulatory and internal standards.
• We are committed to providing an environment with your development and wellbeing at its center, offering a competitive salary, generous leave, private healthcare, and flexible benefits.

Matching Summary

Skills & Requirements

Key Requirements

• Degree in Banking, Accountancy or Business Administration
• 5 years experience for AVP / 2 years for Associate
• CAMS AML certification preferable
• Fluency in English and Cantonese

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