Client Onboarding Associate

Key Areas of Responsibility Oversee, plan, and monitor the onboarding and integration process for new Fund Services clients at CFSAL, including newly established hedge funds and private equity, as well as transferring funds from previous fund administrators or investment managers. Manage the client acceptance process in collaboration with clients and...

Job OverviewPinpoint Asia is a leading technology recruitment firm that specializes in connecting top talent with clients in the financial services industry. As a Client Onboarding Technology Product Strategist, you will play a crucial role in driving the product strategy and roadmap for client onboarding technology solutions.Key Responsibilities:Develop and...

About Dah Sing Financial GroupWe are a leading financial services group in Hong Kong, offering banking, insurance, and other related services through our network of over 70 branches.Our core values include caring, teamwork, and progressiveness. We believe in fostering an environment where every individual can grow and develop their talents.Role OverviewThe...

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...

Support existing client services and sales support infrastructure, ensure delivery of first class service for clients in Asia ex-Japan. Supporting the sales teams, including handle client enquiry, regular product update and new product onboard etc. Carrying client service function, including onboarding, handle client enquiry, ongoing due diligence,...

Key Responsibilities: Lead the product strategy and roadmap for client onboarding technology solutions. Collaborate with stakeholders across business, operations, and technology teams to gather requirements and define product features. Prioritize product backlog to ensure alignment with business goals and client needs. Drive the end-to-end product...

Top Financial Research Institution - Client Service Associate Location: Hong Kong SAR/ Tokyo/ Seoul About the Company and Role: Our client is a leading global financial research institution seeking a motivated and talented Client Service Associate to join our team. In this role, you will be responsible for providing excellent client service and support to...

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them...

Client Onboarding Specialist - Hong Kong Tridge is where you can take part in solving the most complex global challenges with the best talents, and contribute to making an impact that will benefit all actors involved in the global agricultural industry. As much as the problems we need to solve are complex, we are looking for the best talents who can work...

State Street Global Markets (SSGM) is a team focused on internal and external client satisfaction through proactive support and ownership of the Anti-Money Laundering (AML)/Know Your Customer (KYC) process.The KYCSS works closely with Client Onboarding Team (COB) to onboard customers. This position within KYCSS focuses on oversight of Know Your Customer

iCapital's innovative financial technology platform has revolutionized the way advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.We are seeking a highly skilled Client Delivery Specialist Associate to join our Data Solutions team in Hong Kong. This...

iCapital is committed to delivering exceptional services to our clients, and we're seeking a talented Client Delivery Specialist Associate to join our Data Solutions team in Hong Kong.In this role, you will play a critical part in setting up and maintaining our financial software applications, providing top-notch support to clients, and contributing to the...

Associate, Client Services - Credit and Public Equities 3 days ago Be among the first 25 applicants At Third Bridge, we’re a primary research business providing professional services to Private and Public Equity Investors, Investment Consultants, Investment Managers, and more. We help those investors understand companies and the issues they face. We build...

Job DescriptionThis Financial Services Associate role is part of the Data Solutions team in Hong Kong, focusing on setting up and maintaining financial software applications, resolving client issues, working on special projects, and assisting with ad-hoc tasks.Key Responsibilities:Financial Reporting and Data Aggregation ToolsAnalyze portfolio performance...

Overview Due to business needs, an International corporate bank is seeking for a Senior Associate - Corporate Banking to support the front office team to cover key HK Large Corporates and Conglomerate portfolio of client accounts. Responsibilities * Support senior relationship managers to maintain existing HK Large Corporates customer portfolio and expand...

CLIENT BACKGROUND Our client is a leading Private Bank. We are seeking experienced KYC Talent to join the Onboarding team. In this role, you will be responsible for conducting comprehensive due diligence on high-net-worth clients, ensuring compliance with all relevant regulations and internal policies. You will work closely with the business to streamline...

Company Description Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique...

At Futu Securities International (Hong Kong) Limited, we are seeking a highly skilled and motivated Strategic Client Services Associate to join our team.Job Summary:This role is responsible for assisting the Relationship Manager in managing key partner relationships to achieve business targets.Key Responsibilities:Partner Relationship Management: Work...

Get AI-powered advice on this job and more exclusive features. HKT’s Digital Ventures bring to life innovations that take fintech, loyalty rewards and e-commerce to the next level. Leveraged by high profiling loyalty program and big data of high future visibility, we run a very successful and promising digital ecosystem in Hong Kong. The Role: Assist in...

Welcome to Leo Wealth, a wealth management firm providing comprehensive services and individual guidance on tax preparation, estate planning, investments, and insurance. With offices in Asia and the United States, our diverse team of over 50 professionals delivers personalized solutions to clients at every stage of life and wealth. We are 100% independent,...