summary

hong kong
permanent
full-time

specialism
banking & financial services
sub specialism
middle office & operations
reference number
91M0246885_7724278147821681993

job details

about the company.
a prominent investment services provider based in Hong Kong, specializing in various financial services including brokerage, asset management, and investment banking. It focuses on facilitating cross-border investments and offers a range of solutions to institutional and retail clients. With a strong commitment to compliance and risk management, it plays a significant role in the financial markets of the region. ...

about the job.

Ensure the accuracy and completeness of client onboarding documentation, collaborating with sales and account executives to address inquiries related to individual, corporate, and institutional accounts.
Manage trading transactions, primarily for odd lot orders, as well as oversee insurance subscriptions and requests for fund and stock withdrawals/deposits.
Perform client name screening and data entry to comply with AML and audit standards.
Serve as a backup for Client Services Officers and partners, assuming their responsibilities as needed.
Uphold the company’s policies and regulatory requirements as a key gatekeeper.
Participate in various ad-hoc projects as assigned.
Provide mentorship and guidance to junior staff to achieve the team’s objectives (for managerial positions only).

skills & experiences required.

A degree in a relevant business or finance discipline is strongly preferred.
Possession of relevant SFC licenses for conducting Type 1, 7, and/or 8 regulated activities.
Experience in Type 2 or mid-back office roles related to other financial products, such as insurance, is an advantage.
Strong interpersonal and communication skills.
Ability to work effectively under pressure and collaborate as a team player.
Proficient in written and spoken English and Chinese, with a preference for including Putonghua.
Candidates with significant experience may be considered for a managerial position.

about the job.

Ensure the accuracy and completeness of client onboarding documentation, collaborating with sales and account executives to address inquiries related to individual, corporate, and institutional accounts.
Manage trading transactions, primarily for odd lot orders, as well as oversee insurance subscriptions and requests for fund and stock withdrawals/deposits.
Perform client name screening and data entry to comply with AML and audit standards.
Serve as a backup for Client Services Officers and partners, assuming their responsibilities as needed.
Uphold the company’s policies and regulatory requirements as a key gatekeeper.
Participate in various ad-hoc projects as assigned.
Provide mentorship and guidance to junior staff to achieve the team’s objectives (for managerial positions only).

skills & experiences required.

A degree in a relevant business or finance discipline is strongly preferred.
Possession of relevant SFC licenses for conducting Type 1, 7, and/or 8 regulated activities.
Experience in Type 2 or mid-back office roles related to other financial products, such as insurance, is an advantage.
Strong interpersonal and communication skills.
Ability to work effectively under pressure and collaborate as a team player.
Proficient in written and spoken English and Chinese, with a preference for including Putonghua.
Candidates with significant experience may be considered for a managerial position.

skills
no additional skills required
qualifications
no additional qualifications required
education
Bachelor Degree

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getting you registered.
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As part of the process in ensuring you’re perfect for the role, we’ll make contact with any relevant references you’ve provided.
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justin lam

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senior officer, client services. wealth management.

job details

skills

qualifications

education

the application process.

apply with randstad.

we’ll give you a call.

getting you registered.

compliance check.

reference and background check.

the perfect job for you.

the interview.

start your new job.

get in touch

justin lam

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manager, management accounting, bank, 50-60k

credit admin officer - well-known bank

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