Client Operations Associate

4 days ago

Kowloon, Hong Kong SAR China AP Capital Limited Full time

Manage the end-to-end client onboarding process across multiple custodian banks, ensuring a smooth and efficient experience Coordinate closely with Relationship Managers and custodian banks to facilitate timely account setup Monitor and track the progress of account openings, proactively following up on outstanding items or pending documentation Review account opening forms and KYC documentation to ensure completeness, accuracy, and compliance with internal and regulatory requirements prior to submission Conduct initial and periodic KYC/CDD/AML reviews in accordance with the firm’s policies and custodian bank standards Review and monitor investment transactions, trade mandates, and portfolio activities to ensure compliance with relevant regulations and internal policies Maintain accurate and up-to-date client records, ensuring proper recordkeeping and data integrity in internal systems Support and participate in ad hoc projects or process improvement initiatives as assigned Requirements: Bachelor’s degree, with 1–2 years of experience in private banking, wealth management, or asset management Prior experience supporting ultra-high-net-worth (UHNW) clients will be an advantage Solid understanding of client documentation, KYC processes, and banking operations Strong interpersonal, communication, and organizational skills Exceptional attention to detail and ability to perform effectively in a fast-paced, multicultural environment Fluency in English, Mandarin, and Cantonese is required About AP Family Office AP Family Office is a multi-family office that blends global financial expertise with deep-rooted values of “Family First”. We are more than advisors – we are partners in shaping the future of families. We specialized in providing family office services to private Ultra-High-Net-Worth (UHNW) clients. Our major clients include wealthy families, fund managers, and senior management of listed companies in Asia. #J-18808-Ljbffr

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