Global Markets Client Services Specialist Onboarding

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...

A leading financial services firm in Hong Kong is seeking a Client Onboarding and KYC Specialist. This role focuses on managing the onboarding process for institutional and high-net-worth clients, conducting due diligence, and ensuring compliance with regulatory standards. The ideal candidate will hold a Bachelor's degree and have 2-4 years of relevant...

A global private banking firm in Hong Kong is looking for a Client Onboarding Specialist at the AVP level. The ideal candidate will have 3–5 years of experience in client onboarding within the private banking industry. Responsibilities include assessing new client accounts, performing compliance checks, and supporting projects to enhance compliance...

Client Onboarding Specialist (up to AVP level) Global Private Bank in Hong Kong Our client, a leading Global Private Bank in Hong Kong, is seeking a Client Onboarding Specialist with 3–5 years of experience to join their well-established CDD (Customer Due Diligence) team. This role is critical in ensuring smooth and compliant onboarding of new clients...

Global Markets Support – Client Services Responsibilities: Complete various activities of client management such as KYC, onboarding, annual review and maintenance Face clients and handle requests efficiently such as deposit, withdrawal and transfer Proactively work with sales and operations to ensure client satisfaction Communicate with clients in terms of...

A large organization in financial services is seeking an Institutional Client Service professional in Central District. The role involves acting as the primary client service contact, managing the client onboarding process, and preparing fund reports. Candidates should have at least 4 years of client servicing experience in asset management. This permanent...

A financial services firm in Hong Kong is seeking a Customer Service Officer for its Operation Department. The ideal candidate will provide excellent customer service, maintain accurate data, and assist with onboarding procedures, including KYC/CDD. Key qualifications include a Bachelor's degree in Finance or related fields and proficiency in spoken...

Talent Pipeline for Onboarding and KYC Case Specialist Join to apply for the Talent Pipeline for Onboarding and KYC Case Specialist role at UBS Talent Pipeline for Onboarding and KYC Case Specialist 1 day ago Be among the first 25 applicants Join to apply for the Talent Pipeline for Onboarding and KYC Case Specialist role at UBS Job Reference # BRJob...

A financial services firm in Hong Kong is seeking a specialist for client onboarding and change management. This role involves leading the onboarding process for institutional clients while ensuring compliance with KYC and AML standards. The ideal candidate will have at least 2 years of experience in a related role and demonstrate strong communication skills...

A growing financial service firm in Hong Kong is looking for a dedicated individual to manage client inquiries and maintain a database of client information. This role suits fresh graduates and involves client onboarding and relationship development. The successful candidate will possess strong organizational skills and proficiency in MS Office, with a...