Financial Services Associate
2 days ago
Raffles Family Office is a dynamic and entrepreneurial team that consistently strives to provide a workplace that nurtures diverse yet inclusive corporate culture, and encourages professional development. We believe that this will enable us to create true values and provide better support for our clients.
Job Description
We are currently seeking a Client Onboarding Officer based in Hong Kong. The successful candidate will assist with client onboarding and KYC, maintain accurate records of clients, data collection, and management. Additionally, they will assist with counterparties' due diligence and entity onboarding, including custodians, exchanges, and OTCs.
Key Responsibilities
- Assist with client onboarding and KYC.
- Maintain accurate records of clients, data collection, and management.
- Assist with counterparties' due diligence and entity onboarding, including custodians, exchanges, and OTCs.
- Handle matters and inquiries from RMs and ARMs regarding client onboarding.
- Execute transactions on digital asset platforms.
- Coordinate with internal teams on regular reporting, as well as fees and commission settlements.
- Assist with company operations and administration, including liaising with the company secretary, lawyers, and other fund operations.
Requirements
- Bachelor's degree in any discipline, with 2 to 3 years of relevant experience in an asset management firm, security firm, brokerage, or the financial services industry.
- Experience with digital asset platforms is highly preferred.
- Proficiency in both spoken and written Chinese (Mandarin and Cantonese) and English.
- Tech-savvy, with strong proficiency in Excel and PowerPoint.
- Detail-oriented with strong organizational, administrative, and communication skills.
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