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SOW (Source of Wealth) Analyst - Investment Bank

Hong Kong Permanent View Job Description
Our client is a Global Investment Bank, they are looking for a SOW (Source of Wealth) Analyst to join their Private Banking division.
  • Investment Bank
  • Excellent Exposure

About Our Client

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

The Successful Applicant

  • 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

What's on Offer

  • Investment Bank
  • Excellent Exposure
Contact
Ching Lau
Quote job ref
JN-102025-6869261
Phone number
+852 3602 2426

Job summary

Function
Banking & Financial Services
Specialisation
Back Office - Operations
What is your area of specialisation?
Financial Services
Location
Hong Kong
Job Type:
Permanent
Consultant name
Ching Lau
Consultant phone
+852 3602 2426
Job Reference
JN-102025-6869261

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.