Client Onboarding Expert

Job SummaryAs a Client Onboarding Strategist, you will lead the HK CAR team to achieve outcomes set out in the Bank's Conduct Principles, maintaining a high-quality onboarding process that meets regulatory requirements. You will collaborate with business teams and control partners to improve client experience, leveraging robust technology solutions to...

About the DepartmentThe Client Lifecycle Intelligence and Digital (CLD) department is responsible for managing client relationships across Global Banking and Investor Solutions (GBIS). As part of the GBIS COO Service Unit, the CLD department oversees the client experience across GBIS activities.The GBS Cross Border Client Management Group is globally in...

About Hex TrustHex Trust, established in 2018, offers fully regulated institutional digital asset Custody, Staking, and Markets services to builders, investors, and service providers. Drawing on the expertise of veteran banking technologists and award-winning financial services leaders, Hex Trust continues to innovate with its proprietary bank-grade...

We are seeking a highly skilled Recruitment and Onboarding Expert to join our team at Links International. As a key member of our HR operations team, you will be responsible for delivering comprehensive HR advice and adaptable services to support the growth of our business.Main Responsibilities:Design and implement effective onboarding programs to enhance...

Job OverviewThis is a unique opportunity to play a pivotal role in client success, guiding clients through the end-to-end implementation of Hazeltree's treasury solutions.You will develop and execute project plans, manage timelines, and ensure seamless delivery of solutions.Lead Client Onboarding: Serve as a trusted advisor, understanding their unique...

Responsibilities Primary Objectives: Prioritization of requests and leading prioritization meetings with dedicated representatives from each business line Help the client/sales to understand SG's KYC requirements and provide additional rationale as to why certain documents are being requested Ensure the relevance, quality, and accuracy of main client...

About the RoleWe are seeking a highly skilled Onboarding Solutions Specialist to join our team. The ideal candidate will have excellent client-facing skills and the ability to work independently with minimal supervision.The successful candidate will be responsible for managing client onboarding processes, ensuring timely completion of all necessary...

We are committed to providing compliant, secure, and seamless payment solutions for our customers. Our company operates within a global licensing infrastructure, currently established in Hong Kong, Canada, and Bulgaria, with plans for expansion.Job Responsibilities:The Onboarding & Customer Services Associate at ACWIRES will be responsible for onboarding and...

Job ResponsibilitiesAdvocate for Airwallex: Create a strong first impression by providing an end-to-end world-class experience and product expertise.Educate and Activate: Support customers through the onboarding process and teach them how to leverage the full range of Airwallex products.Champion Customer Needs: Act as the voice of the customer within...

Onboarding & Customer Services Associate ACWIRES Limited is a rapidly growing platform specializing in fiat-to-crypto services. We are committed to providing compliant, secure, and seamless payment solutions for our customers. Our company operates within a global licensing infrastructure, currently established in Hong Kong, Canada, and Bulgaria, with plans...

About Hex TrustHex Trust is a leading institutional digital asset custodian offering secure and integrated solutions to builders, investors, and service providers. Founded in 2018, the company has grown its global presence with offices in key locations.Job SummaryWe are seeking a highly skilled KYC analyst to join our Client Management team at Hex Trust. As...

About the RoleThe SME & Growth Business team at Airwallex is dedicated to empowering small and medium-sized enterprises (SMEs) to thrive in the global economy. As an Inbound Sales Representative, you will drive Airwallex's future growth engine by shaping the client's first interaction with our unified payments and financial platform.As a key member of the...

Requirements and QualificationsTo succeed in this role, you should have around 2-5 years of experience in client onboarding, KYC, business development support, or a related field.A Bachelor's degree in Business or a relevant discipline is required.Prior exposure to the Trust industry is advantageous, but not essential.You should possess meticulous attention...

About GUMGUM is a boutique consulting firm specializing in MPF solutions and financial consulting services. Our vision is to provide unparalleled expertise in the Health and Wealth Industry, empowering individuals to achieve financial freedom and well-being.Our MissionWe strive to create a collaborative and innovative work environment that fosters growth,...

Job SummaryWe are seeking a highly skilled Digital Onboarding Specialist to join our team at DBS Bank (Hong Kong) Limited. In this role, you will be responsible for providing end-to-end onboarding services for new corporate customers.Responsibilities:Manage portfolios of assigned new account applications and achieve new client acquisition targets with...

About UsWealth and Personal Banking is part of the larger HSBC organisation, a global bank that has been serving its customers for decades. Our mission is to help our clients achieve their financial goals by providing them with innovative banking solutions and expert advice. With a presence in multiple countries and regions, we have a unique understanding of...

The HKIP bridges the gap between industry experts and clients through our unique services. As a Graduate Associate, you will be responsible for connecting clients with relevant experts.Responsibilities:Assist clients in identifying their knowledge gapsSource experts with the necessary expertiseConduct in-depth research on companies and industriesEstablish...

At The HKIP, we strive to connect industry experts with clients who need their expertise. Our Graduate Marketing Consultants play a vital role in this process, working closely with clients to understand their requirements and identify the best experts to meet those needs.This role offers a challenging and dynamic environment, focusing on delivering results...

Job OverviewWe are looking for a skilled Market Insights Coordinator to join our team at The HKIP. In this role, you will be responsible for identifying the best experts to meet client needs, delivering high-quality client service, and ensuring seamless communication between clients and experts. This position requires strong analytical skills, attention to...

ResponsibilitiesManaging the administration and service execution of client accounts and investments; Performing due diligence and onboarding of clients and counterparties; Managing client and counterparty databases; Executing trades, monitoring and reconciliation; Adhere to rules and regulations set forth by the Securities and Futures Commission of Hong...