UHNW Client Onboarding

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...

A leading global banking institution in Hong Kong is seeking a skilled Transition Manager to oversee the client onboarding process. This role involves facilitating new fund launches and ensuring smooth transitions while collaborating with various teams. Candidates should have experience in Global Banking and Markets along with excellent communication skills...

Associate/ Senior Associate - Client Onboarding, KYC FundPark is a fintech platform specialising in financing solutions for e-Commerce SME businesses. We believe that they are the backbone of the economy as they drive innovation and competition, create jobs, and contribute to economic growth. Unfortunately, traditional financial institutions often fail to...

A leading financial technology provider is seeking a Senior Subject Matter Expert in Hong Kong. In this role, you will lead client implementations, significantly enhance the onboarding process, and leverage your extensive knowledge in investment accounting and project management tools. The ideal candidate will have at least a Bachelor's or Master's degree in...

A leading bank in Hong Kong is looking for an experienced AVP/Senior Associate/Associate for its Wealth Management Operations team. This role involves providing exceptional client service, managing onboarding processes, and ensuring compliance with regulatory standards. Candidates should have over 10 years of experience in wealth management, a solid...

A leading recruitment agency is looking for a PWM Onboarding Analyst in Hong Kong. This role involves handling end-to-end account onboarding and reviewing client documentation for high-net-worth clients in HK and Australia. Candidates should have a Bachelor's Degree and 3-5 years of experience in account opening, as well as strong communication skills in...

A leading American investment bank in Hong Kong is seeking a Client Services Associate for their private wealth management division. This role involves handling client services, managing client relationships, and executing trades for Ultra High Net Worth clients. Candidates should have a Bachelor's Degree in Economics or Finance, along with 3-5 years of...

A fintech company based in Hong Kong is seeking an Associate/Senior Associate for Client Onboarding and KYC. The role involves facilitating customer onboarding, performing KYC/AML due diligence, and collaborating with various departments. Candidates should have a Bachelor's in a related field and at least 3 years of experience in SME/Commercial banking, with...

Responsibilities: Serve as the primary relationship lead for all external partners, acting as the central point of coordination across financial institutions, professional advisors, and strategic collaborators. Drive and support firm‑wide strategic initiatives, ensuring alignment and smooth execution with both internal teams and external stakeholders....

International and dynamic working environment Competitive remuneration and benefit packages About Our Client Our client is one of the largest American Investment/Private banks, headquartered in New York City. They are now looking for a PWM Onboarding Analyst to join their account onboarding team to handle end to end new account opening and client...