Client Onboarding

Job Responsibilities

- Manage the full onboarding and account opening process for high-net-worth individuals, corporate, and family clients. This includes client admission, document verification, account setup, and service activation to ensure a smooth onboarding experience.
- Collect and verify client KYC/AML documents, identity proofs, asset records, and agreements. Complete compliance checks, document filing, and system entry in accordance with SFC of Hong Kong requirements.
- Coordinate with business, compliance, risk control, operations, and partner private bank teams to resolve issues during onboarding and track progress.
- Explain service offerings, asset management solutions, contract terms, trading rules, and compliance requirements to clients. Provide training and daily support to maintain high-net-worth client relationships.
- Maintain onboarding records, compliance files, and business data. Collect client feedback and propose process optimization solutions.
- Strictly comply with Hong Kong financial industry confidentiality rules and protect client information.
- Prepare regular client data reports and support compliance reviews.

Job Requirements

- Bachelor’s degree or above, preferably in Finance, Economics, Law, Business Administration, or related fields.
- At least 3 years of working experience in client onboarding, account opening, KYC/AML compliance, high-net-worth client service, or private banking/wealth management. Experience in Hong Kong financial institutions is a plus.
- Familiarity with SFC regulatory requirements, KYC/AML procedures, and high-net-worth client service standards. Understanding of family office or External Asset Management (EAM) business is preferred.
- Fluent in written and spoken English and Chinese, with the ability to communicate independently with global clients.
- Meticulous, responsible, and resilient, with strong coordination and problem-solving skills.
- Proficient in MS Office; experience with CRM or financial business systems is an advantage.
- Strong compliance awareness, service mindset, and professional ethics.