- Investment Bank
- Excellent Exposure
Our client is a Global Investment Bank, they are looking for a SOW (Source of Wealth) Analyst to join their Private Banking division.
Job Description
- Review and assess account profiles to identify gaps in SOW information and supporting documentation
- Conduct reasonableness and plausibility checks on collected data
- Collaborate with the Sales team to enhance account profiles and strengthen SOW corroboration
- Provide guidance to Sales and perform desktop research to support benchmark analysis and profile updates
- Ensure name screening procedures are completed, with adverse findings appropriately documented and escalated
- Maintain accurate records of SOW/SOF data and ensure all supporting documentation is properly updated and retained
- Bachelor's degree in Accounting, Finance, Banking, or a related discipline
- Minimum of 3 years' relevant experience in Banking
- Prior experience in Compliance, AML, Sales Support, or Onboarding within a Private Banking environment is preferred
- Proficiency in both English and Chinese
- Investment Bank
- Excellent Exposure
Job ID JN-062026-7029290
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