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Client Onboarding Specialist (Asset Management)

Hong Kong Permanent HK$45,000 - HK$50,000 per month (HK$540,000 - HK$600,000 per year) View Job Description
This position requires a detail-oriented professional who can efficiently manage client documentation and provide exceptional service in the fast-paced environment of Hong Kong.
  • 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.
Contact
June Kwong
Quote job ref
JN-042026-6992145
Phone number
+85234124830

Job summary

Function
Banking & Financial Services
Specialisation
Back Office - Operations
What is your area of specialisation?
Financial Services
Location
Hong Kong
Job Type:
Permanent
Consultant name
June Kwong
Consultant phone
+85234124830
Job Reference
JN-042026-6992145

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.