Client Onboarding

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 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...

Company Overview This Leading Private Bank is looking for seasoned client onboarding talent to join their team due to business expansion. You will be joining a team of 7; a great working culture and great job stability are provided. Job Scope As the VP, Client Onboarding, your key responsibility will be to: Responsibilities Lead the end‑to‑end review of...

This role is essential in ensuring smooth onboarding of new clients and maintaining robust Know Your Customer (KYC) standards in line with regulatory requirements and internal policies. Key Responsibilities Manage end-to-end client onboarding process for institutional and high-net-worth clients. Conduct KYC due diligence, including verification of identity,...

Oversee the onboarding process for new clients by collecting, validating, and maintaining comprehensive KYC documentation in line with regulatory, internal, and SFC guidelines. Responsible for client account maintenance request: customer profile changes (i.e. update customer information, change of directors/authorized signers, etc.) in core propriety system...

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...

An international bank in Central, Hong Kong, seeks an Associate in Client Approval and Review. In this role, you will ensure compliance with client onboarding and ongoing reviews, collaborating with stakeholders for efficient documentation and approvals. The position requires excellent analytical skills and a commitment to continuous learning in a dynamic...

Join our asset management client's team as a specialist focused on institutional client onboarding and change management. You will be the key point of contact for ensuring a smooth and compliant client experience, from initial onboarding through ongoing transitions and agreement management. This role is perfect for a detail-oriented professional with a...

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...

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...