Client Advisor Assistant

6 hours ago

Hong Kong Island, Hong Kong SAR China Michael Page International (HK) Ltd Full time

The Client Advisor Assistant is essential in supporting client onboarding, relationship management, and trade execution. This role demands strict compliance with regulatory standards, including SFC requirements, and a high level of accuracy and professionalism. The ideal candidate is detail-oriented, organized, and capable of managing multiple priorities with accountability. This opportunity is with a large organization in the financial services industry, known for its expertise and comprehensive solutions. The company is committed to delivering excellence and compliance in all aspects of its operations. Description As a Client Advisor Assistant (KYC Focused), your main responsibilities will include: Manage client onboarding by collecting, verifying, and maintaining complete KYC documentation in line with regulatory and internal standards. Perform ongoing monitoring and periodic reviews to ensure compliance with KYC, AML, and related regulations. Identify and escalate suspicious activities or discrepancies per AML and SFC protocols. Maintain accurate client records and systems with strong attention to detail. Ensure suitability assessments and risk profiles are completed accurately during onboarding. Act as a liaison between clients, advisors, and external parties for timely communication. Execute trade orders across platforms, ensuring prompt confirmations and follow-ups. Adhere to regulatory frameworks such as CRS, FATCA, W-8BEN, AML, and SFC conduct standards. Provide administrative support to client advisors, including scheduling, preparing materials, and managing correspondence. Coordinate with clients and service providers to ensure smooth workflow and service delivery. Prioritize multiple time‑sensitive tasks effectively without compromising accuracy. Apply strong operational and product knowledge with a client-focused approach. Collaborate within a team environment, demonstrating professionalism and discretion. Profile A successful Client Advisor Assistant (KYC Focused) should have: Experience in client services, operations, or administrative roles within financial services, private banking, or wealth management preferred. Strong knowledge of KYC, client due diligence, and regulatory compliance (SFC, CRS, FATCA, W-8BEN, AML). Familiarity with suspicious transaction reporting and escalation procedures. Bilingual proficiency in Mandarin and English required. Excellent organizational skills and attention to detail. Ability to manage competing priorities in a fast-paced environment. Strong interpersonal and communication skills with a client-service mindset. High ethical standards and sound judgment. Bachelor's degree in Business, Finance, or related field preferred; SFC license is an advantage. Job Offer Competitive salary package ranging from HKD to HKD annually. Opportunity to work in a reputable financial services organization. Exposure to a professional and structured working environment. Potential for career growth and development within the banking and financial services sector. If you are passionate about compliance and client service, this is your chance to advance your career. Apply now to become a part of this prestigious team. To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Aiko Zhang on . #J-18808-Ljbffr

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