Account Management Specialist

6 days ago


Hong Kong, Central and Western District, Hong Kong SAR China CICC Full time
Job DescriptionKey Responsibilities
  • Conduct thorough Know-Your-Client processes for account opening and investor onboarding, ensuring compliance with relevant regulations.
  • Coordinate closely with front office and internal teams to handle client and counterparty inquiries in a timely and efficient manner.
  • Manage fund transfer and collateral movement requests from clients and counterparties, adhering to strict compliance requirements.
  • Perform regular account review exercises, including Anti-Money Laundering (AML) and Common Reporting Standard (CRS), to maintain high standards of integrity.
  • Support new business initiatives within the Equities Department, driving growth and expansion.
Required Skills and Qualifications
  • Demonstrate strong moral values and a commitment to upholding high professional standards.
  • Possess experience with Equities account documents and a deep understanding of the Know-Your-Client process.
  • Familiarity with Client Relationship Management (CRM) systems and ability to work efficiently under pressure.
  • Excellent PC skills, particularly in Excel and data management, as well as proficiency in Mandarin and English.
  • Bachelor's degree or above in a relevant field.
Benefits and Opportunities

CICC offers a dynamic and supportive work environment, with opportunities for growth and development. Our team is passionate about delivering exceptional service and making a positive impact in the industry.



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