Wealth Management KYC Specialist

A leading global wealth manager in Hong Kong is seeking a KYC Specialist to manage a team of analysts and oversee KYC due diligence reviews for wealth management clients. The role requires strong KYC/AML expertise and a minimum of 15 years in the banking industry. Ideal candidates will have a proven track record in delivering commercial risk-based solutions,...

Wealth Management KYC Associate – JPMorganChase Job Description In J.P. Morgan, the Wholesale KYC Operations (WKO) team plays a critical role in ensuring compliance with multiple regulations, protecting the bank’s reputation and financial assets. As a Wealth Management KYC Associate, you will manage the entire KYC process, ensuring that all client...

Add expected salary to your profile for insights Are you demanding towards yourself and your job? Are you at your best when interacting with various stakeholders in a demanding environment? Do you like working with colleagues across the organization and are you good with stakeholder management? Are you meticulous and ensure deadlines are being met? Then we...

Conduct financial needs analysis and risk tolerance assessment for potential and existing clients Prepare wealth management proposals tailored towards clients' needs Provide wealth management and investment advice to clients Advise clients on selection of MPF schemes and underlying investment choices Engage in networking and marketing activities to expand...

A dynamic wealth management platform in Hong Kong is looking for a Wealth Management Associate. This role connects clients with financial solutions, ensuring personalized service through comprehensive training. Ideal candidates are fresh graduates with strong digital enthusiasm, communication skills, and a drive for excellence. The position offers...

A dynamic wealth management firm in Hong Kong is seeking a Wealth Management Associate to act as the liaison between clients and the team. This role requires strong communication and interpersonal skills, proficiency in English and Chinese, and a passion for digital innovation. Fresh graduates are encouraged to apply. The firm offers a competitive salary...

A leading international recruitment firm in Hong Kong is seeking a KYC Analyst to join their Private Wealth Management client onboarding team. You will handle new client onboarding and periodic reviews, ensuring compliance with regulatory requirements. Ideal candidates should have a Bachelor’s Degree and 1-2 years of experience in AML/KYC, as well as...

A leading global wealth manager is seeking a KYC subject matter expert to oversee compliance with regulatory standards in Hong Kong. You will manage the end-to-end KYC activities and ensure high-quality documentation for clients. Ideal candidates should have a banking background or relevant degree and possess strong communication and IT skills. You'll...

Relationship Manager, Wealth Management (Welcome China RM/ Visa Sponsored) Add expected salary to your profile for insights Responsibilities Monitor and adjust asset allocation investment plan Design and implement appropriate investment strategies and policies Conducting comprehensive risk assessment of portfolio investments Communicate asset allocation...

A leading wealth management firm in Hong Kong is seeking candidates to provide comprehensive financial advice to high-net-worth individuals and corporate clients. The role involves designing customized financial plans, developing a client network, and leading a team. Applicants should have a university degree, excellent communication skills in English and...