Your new company Our client is a leading global financial institution with a strong presence in Wealth Management. Based in Hong Kong, the team supports private banking clients across the region, ensuring a smooth onboarding experience and full compliance with regulatory and internal requirements.
Your new role As a Client Onboarding Specialist, you will support Relationship Managers and Client Advisors by handling client onboarding, KYC/AML reviews, and client lifecycle activities. This is a front-office support role, focused on execution, controls, and coordination to deliver a seamless and compliant client experience.
Key responsibilities include:
- Support client onboarding and periodic KYC reviews in line with regulatory requirements.
- Perform AML controls, including name screening and document verification.
- Review client documentation and ensure data accuracy and completeness across systems.
- Handle client account maintenance and support client lifecycle activities.
- Process operational requests related to payments, corporate actions, and fee/discount management.
- Liaise with internal stakeholders to resolve open issues and support risk remediation activities.
- Ensure adherence to internal policies, standards, and regulatory guidelines.
- Support ad-hoc tasks and initiatives related to process improvements and system integration.
What you'll need to succeed - 1-3 years of relevant working experience, ideally within Banking or Financial Services.
- Exposure to client onboarding, KYC, AML, CDD, or operations support.
- Strong attention to detail with a risk and control mindset.
- Ability to work in a fast-paced, deadline-driven environment.
- Good communication skills and the ability to work effectively with multiple stakeholders.
- A proactive team player with a service-oriented attitude.
- Fluent in English, Cantonese, and Mandarin (essential for the Hong Kong client base).
What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.