Client Onboarding Specialist

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Jefferies Full time

Role

We are seeking a highly organized and detail-oriented Client Onboarding Specialist to join our London Client Onboarding team, working closely with our Jefferies Hong Kong offices. The successful candidate will support the equity and fixed income divisions in the AsiaPac region with processing new business client onboarding requests.

The role will involve liaison with other Jefferies areas such as Front and Middle Offices, Legal, Compliance, and Static Data.

Key Responsibilities

The key responsibilities of this role are:

  • Client Outreach and Communication
  • Tracking client responses and updating records
  • Liaising with internal departments to ensure seamless onboarding process
  • Producing Status reports to stakeholders
  • Supporting the COB London team with the onboarding of new business

Candidate Specification

The ideal candidate will possess:

  • Excellent communication and organizational skills
  • Minimum five years' experience in a KYC related project or within a Client Onboarding team
  • Knowledge of the HK SFO investor categorisation requirements
  • Relevant experience of onboarding clients/brokers on UK account carriers
  • Strong PC skills, particularly Microsoft Office products
  • Ability to prioritize work effectively and meet deadlines

Language Requirements

The candidate should be proficient in English, Mandarin, and Cantonese, with Korean and Japanese being desirable.



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