Client Onboarding Expert

5 days ago


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

Hazeltree Fund Services Inc. Overview

We are seeking a skilled professional to fill the position of Client Onboarding & Success Manager.

The successful candidate will be responsible for leading client onboarding, developing and executing project plans, cultivating client relationships, and driving strategic growth.

Required Skills and Qualifications:

  • Technical & Industry Knowledge:
    • Experience in project management and/or account management, ideally within financial services, fintech, or SaaS solutions.
    • Strong understanding of financial instruments, cash management, and treasury operations.
    • Familiarity with hedge funds, private equity, and alternative investments is a plus.
  • Soft Skills:
    • Analytical & Problem-Solving: Ability to analyze client needs and develop strategic solutions.
    • Communication: Strong verbal and written communication skills to engage with both technical and non-technical stakeholders.
    • Collaboration: Ability to work cross-functionally with internal teams and clients.
    • Time Management: Strong multitasking and prioritization skills in a fast-paced environment.
    • Proactive Mindset: A self-starter attitude with a passion for client success and continuous improvement.

Education & Experience:

  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • 3+ years of experience in project management, client onboarding, or account management.
  • Experience in fintech, SaaS, or financial services is highly preferred.


  • Hong Kong, Central and Western District, Hong Kong SAR China SGS Société Générale de Surveillance SA Full time

    About the RoleThe Client Lifecycle Intelligence and Digital department at SGS Société Générale de Surveillance SA is seeking a skilled Client Onboarding Expert to join our team. In this role, you will be responsible for ensuring seamless client onboarding experiences across our Global Banking and Investor Solutions activities.Key Responsibilities:Lead...


  • Hong Kong, Central and Western District, Hong Kong SAR China OSL Full time

    Key ResponsibilitiesThe Financial Services Onboarding Expert at OSL is accountable for providing a smooth and efficient onboarding experience for new clients. This includes conducting thorough customer due diligence and maintaining accurate documentation to ensure compliance with AML and CTF regulations. Furthermore, the expert will work closely with...


  • Hong Kong, Central and Western District, Hong Kong SAR China SGS Société Générale de Surveillance SA Full time

    About the RoleWe are seeking a skilled Client Onboarding Specialist to join our team in SGS Société Générale de Surveillance SA.The successful candidate will be responsible for managing client relationships, ensuring seamless onboarding experiences, and maintaining accurate records.Responsibilities:Prioritize requests and lead meetings with...


  • Hong Kong, Central and Western District, Hong Kong SAR China OSL Full time

    Description Position Overview:The Client Onboarding Specialist is responsible for providing a smooth and efficient onboarding experience for new OSL clients. You will be conducting thorough customer due diligence and maintaining accurate documentation to ensure compliance with anti-money laundering (AML) and counter terrorism financing (CTF). At the same...


  • Hong Kong, Central and Western District, Hong Kong SAR China SGS Société Générale de Surveillance SA Full time

    Job Description:We are seeking a highly skilled and experienced professional to lead our client onboarding process.About the Role:The successful candidate will be responsible for ensuring the seamless onboarding of new clients, while maintaining high levels of quality and efficiency.Main Responsibilities:Prioritize and manage multiple tasks and projects...


  • Hong Kong, Central and Western District, Hong Kong SAR China SGS Société Générale de Surveillance SA Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Client Onboarding Process Manager. In this critical role, you will be responsible for leading the onboarding process for new clients, ensuring seamless integration into our systems and services.Key ResponsibilitiesPrioritize client requests and lead...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hazeltree Full time

    Project Management Role at HazeltreeWe are looking for an experienced project manager to join our team in Hong Kong. The successful candidate will have a strong background in project management, preferably within financial services, fintech, or SaaS solutions. They will be responsible for leading client onboarding, developing and executing project plans,...


  • Hong Kong, Central and Western District, Hong Kong SAR China SGS Société Générale de Surveillance SA Full time

    Job DescriptionWe are seeking a highly skilled Client Onboarding Case Lead to join our team at SGS Société Générale de Surveillance SA. The successful candidate will be responsible for leading the client onboarding process, ensuring timely and accurate completion of all necessary tasks.The ideal candidate will have excellent communication and...


  • Hong Kong, Central and Western District, Hong Kong SAR China One Arrow Consulting Full time

    Job OverviewWe are seeking an experienced Client Onboarding Operations Specialist to join our team at One Arrow Consulting. As a key member of our financial services team, you will be responsible for overseeing the onboarding process for new clients, ensuring seamless integration and timely completion of all necessary tasks.


  • Hong Kong, Central and Western District, Hong Kong SAR China SGS Société Générale de Surveillance SA Full time

    Job SummaryThe Global Client Onboarding Specialist is a key member of our team, responsible for onboarding new clients and managing existing relationships. This role requires a high level of attention to detail, strong communication skills, and the ability to work effectively in a fast-paced environment.The successful candidate will possess a solid...

  • HR Onboarding Expert

    5 hours ago


    Hong Kong, Central and Western District, Hong Kong SAR China Atomic Recruitment Singapore Full time

    Job OverviewWe are seeking a skilled HR Onboarding Specialist to join our team at Atomic Recruitment Singapore. As an HR Onboarding Specialist, you will play a pivotal role in delivering an exceptional pre-hire onboarding experience for our clients.This is a fantastic opportunity to work with a prestigious bank and be part of their HR team in Hong Kong.


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full time

    About the Role:We are looking for an experienced AML and Client Onboarding Manager to lead our efforts in ensuring the effective implementation of AML/CFT regulations within the bank. This involves overseeing the entire client onboarding process, including KYC due diligence and ongoing monitoring to ensure compliance with regulatory requirements.As a key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Green Lake Executive Search Co. Limited Full time

    Company Overview:We are Green Lake Executive Search Co. Limited, a leading provider of recruitment services in the financial industry.Job Description:We seek an experienced Deputy Head to join our team as Director of Client Onboarding and Compliance. The successful candidate will lead end-to-end client onboarding processes, ensuring strict compliance with...


  • Hong Kong, Central and Western District, Hong Kong SAR China Tridge Full time

    About TridgeAt Tridge, we are dedicated to empowering global trade by providing cutting-edge solutions. Our innovative approach has been designed to address the complex challenges faced by businesses operating in international markets.We seek a skilled Client Onboarding Specialist who will be responsible for facilitating seamless client experiences through...


  • Hong Kong, Central and Western District, Hong Kong SAR China One Arrow Consulting Full time

    Key Areas of Responsibility Oversee, plan, and monitor the onboarding and integration process for new Fund Services clients at CFSAL, including newly established hedge funds and private equity, as well as transferring funds from previous fund administrators or investment managers. Manage the client acceptance process in collaboration with clients and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hazeltree Full time

    Job OverviewThis is an exceptional opportunity to combine project management, relationship management, and financial expertise in a dynamic environment.As the primary point of contact for new clients, you will guide them through the onboarding and implementation process, ensuring a seamless transition to Hazeltree's cutting-edge treasury management...


  • Hong Kong, Central and Western District, Hong Kong SAR China Amethyst Partners Full time

    Job Description:We are seeking a highly skilled Business Development Support Officer to work closely with our Business Development team. The successful candidate will be responsible for supporting business proposals, letters of engagement, and other related tasks.The ideal candidate will have experience in client onboarding, KYC, and business development...


  • Hong Kong, Central and Western District, Hong Kong SAR China Amethyst Partners Full time

    Our client is a global professional firm that offers Trust, Corporate and Fund services to clients. With a strong track record in the industry, they continue to grow and expand their operations.The position of Business Development Support Officer is based in Hong Kong and will be responsible for supporting the Business Development team in various aspects of...


  • Hong Kong, Central and Western District, Hong Kong SAR China SGS Société Générale de Surveillance SA Full time

    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...


  • Hong Kong, Central and Western District, Hong Kong SAR China HKT Full time

    HKT's Digital Ventures bring innovative solutions to the fintech, loyalty rewards, and e-commerce industries. As a Payment Solution Operations Officer, you will be part of this exciting journey.Key Responsibilities:Assist in the onboarding process for new merchants, including documentation verification and account setup.Manage the deployment, installation,...