Wealth Management

Wealth Management - Client Onboarding Specialist Wealth Management - Client Onboarding Specialist Get AI-powered advice on this job and more exclusive features. 1. Monitor the entire client onboarding procedure with good awareness of the KYC, legal, credit and compliance requirements, validate account opening work flow and ensure quality of the process is within the efficiency standards; 2. Handle various client checks including KYC, AML, and World Check in coordination with the Compliance and Control team; review and resolve name screening alerts generation of new clients from World-Check; Perform on-going due diligence on existing clients; 3. Provide assistance to standardize and optimize the account opening and account maintenance processes, work closely with other related teams to improve the account management automation projects; 4. Assist with ad hoc projects and client support works when required. Requirements: 1. Bachelor’s degree or above in Business or related discipline; 2. Qualified with a Type 1 license under the SFC is preferred; 3. 1-3 years of relevant experience in within brokerage or financial services； 4. Prior working experience relating to client onboarding, customer service, operation or data management; 5. Strong interpersonal and communication skills, self-motivated, responsible and fast paced work under pressure and meet tight deadlines; 6. Good command of English and Chinese, must be able to read and written Chinese; 7. KYC/ AML experience is an advantage. Disclaimer: CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement. CICC aims to build an inclusive workplace that values the diverse backgrounds, ideas, and cultures of our employees. We strive to create an environment where every employee feels heard, supported, and empowered to contribute to the company's growth and success. By leveraging our collective strengths, we aim to drive innovation and achieve excellence in the industry. It is CICC’s responsibility to provide equal employment opportunities to all prospective employees, regardless of race, ethnicity, gender, age, disability, or any other characteristics protected by law. The preceding job description has been designed to indicate the general nature and level of the work to be performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Customer Service Industries Investment Banking, Financial Services, and Investment Management Referrals increase your chances of interviewing at CICC by 2x Get notified about new Customer Service Specialist jobs in Hong Kong, Hong Kong SAR . Wealth Management - Institutional Wealth Advisor 2025 Wealth Management Trainee Program (Fresh Grad & IANG are Welcomed) Wealth Management - Business Development Specialist Private Bank Relationship Manager- Wealth Management (Hong Kong) Wealth Management - Global Family Office Relationship Manager Director / VP, Private Banking Relationship Manager Wealth Management - OTC Desk Middle Office Vice President (Relationship Manager) - Commercial Banking Wealth Management - Operation Specialist 2025 Wealth Management Internship Program (IANG are Welcomed) Wealth Management and Financial Planing Manager (China Business) 2025 Wealth Management Program (IANG are Welcomed) Senior Relationship Manager (Wealth Management) - Fintech Finance & Wealth Manager - IANGs/ TTPS/ QMAS Welcome Graduate Program- Wealth Management (HK and China Market) Senior Vice President / Vice President, Private Wealth Management Relationship Manager (Private Banking Department) Relationship Manager, Commercial Banking We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr