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Client Onboarding Specialist (Asset Management)

salary Salary :

$45,000 - 600,000 monthly

icon building Company : Michael Page
icon briefcase Job Type : Full Time

Number of Applicants

 : 

000+

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Job Description - Client Onboarding Specialist (Asset Management)

  • Leading Chinese financial institution
  • New opportunity
About Our Client

Leading Chinese financial institution

Job Description
  • Managing the end-to-end client onboarding process for B2B clients (EAMs, family offices, Type 1/9 licensees), ensuring compliance with regulatory requirements and internal policies.
  • Reviewing and verifying client documentation for accuracy and completeness.
  • Coordinating with internal teams to resolve any onboarding-related issues promptly.
  • Providing regular updates to clients about the status of their onboarding process.
  • Maintaining accurate records of client onboarding activities in the internal system.
  • Ensuring adherence to anti-money laundering (AML) and know-your-customer (KYC) regulations.
  • Collaborating with the WealthTech team to improve onboarding workflows and user experience.
  • Delivering high-quality support and guidance to clients throughout the onboarding journey.
The Successful Applicant
  • Experience in the financial services industry, particularly within client onboarding or similar functions.
  • Strong knowledge of AML and KYC compliance requirements.
  • Excellent attention to detail and organizational skills.
  • Proficiency in using onboarding systems and tools, with a tech-savvy mindset.
  • Strong problem-solving skills and the ability to work under tight deadlines.
  • Effective communication skills in English; proficiency in additional languages is an advantage.
  • A proactive and client-focused approach to service delivery.
What's on Offer
  • Competitive annual salary.
  • Opportunity to work in the innovative sector within the financial services industry.
  • Collaborative and professional work environment in the heart of Hong Kong.
Original job Client Onboarding Specialist (Asset Management) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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