Onboarding & Client Relations AVP | 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...

Responsibilities Handle account opening processes for various client types, including institutional, corporate, high-net-worth individuals, and EAM clients, and ensure all documentation meets regulatory and internal compliance standards. Maintain and timely update relevant policies and procedures related to client on-boarding and account review to ensure...

Blackhorn Wealth Management is an independent asset management firm based in Hong Kong with SFC Type 4 & Type 9 licenses. Our team draws on decades of experience in private wealth and institutional investing to provide best‑class wealth solutions for our clients and their families. Our mission is simple: we provide clients with informed investment...

Add expected salary to your profile for insights Handle account opening processes for various client types, including institutional, corporate, high-net-worth individuals, and EAM clients, and ensure all documentation meets regulatory and internal compliance standards. Maintain and timely update relevant policies and procedures related to client on-boarding...

A leading financial services firm in Hong Kong is looking for an AVP (Client Relation) to deliver high-quality trading services and manage client inquiries. The ideal candidate will have a university degree in Finance or Business Administration and at least 3 years of brokerage experience. Proficiency in English and Chinese is essential. The role includes...

Job Description - AVP/VP, Treasures Private Client Relationship Manager ) AVP/VP, Treasures Private Client Relationship Manager - ) Business Function DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment...

A financial services firm in Hong Kong is seeking a Relationship Assistant/Associate Manager to support the Director in the Wealth Management Department. The role involves managing client relationships, ensuring compliance, and preparing investment proposals. The ideal candidate should have a Bachelor’s degree in a related field, 1-2 years' experience in a...

(Senior) Relationship Manager - Wealth Management At Delta Asia Financial Group, we foster a supportive and empowering environment that enables our employees to shape rewarding career journeys. We are committed to your professional growth and development, and to creating a workplace culture that values collaboration, innovation, and excellence....

A leading asset management firm in Hong Kong is looking for a Wealth Management Operation Officer. This role focuses on supporting the Wealth Management business by handling operations and service requests. The ideal candidate will have a degree in a related field, strong proficiency in English and Chinese, as well as excellent interpersonal skills. A...

A leading financial institution is seeking an experienced AVP/VP, Treasures Private Client Relationship Manager to enhance client relationships within wealth management services. The ideal candidate should have at least 5 years of sales experience in consumer banking and possess strong banking knowledge. Responsibilities include identifying customer needs,...