This role is responsible for client liaison within Wealth Operations Hong Kong, handling agent and customer enquiries professionally
Job Summary
This role is responsible for client liaison within Wealth Operations Hong Kong, handling agent and customer enquiries professionally.
The position requires overseeing client onboarding and account maintenance processes while ensuring strict compliance with regulatory requirements like FATCA and CRS.
Candidates will benefit from a flexible hybrid working arrangement in a global team that prioritizes well-being and inclusion.
Matching Summary
This role is responsible for client liaison within Wealth Operations Hong Kong, handling agent and customer enquiries professionally.
Skills & Requirements
Must-have
SFC Paper 1 License mandatory
5 years wealth management experience
KYC/AML review and name screening
Fund cut-off time adherence
FATCA/CRS reporting knowledge
Nice-to-have
Transfer agency system experience
Portfolio accounting systems knowledge
Strong analytical problem-solving abilities
Proactive detail-oriented work style
Key Requirements
Degree or Diploma holder
Minimum 5 years relevant experience
Valid SFC Paper 1 License
Proficiency in Microsoft Office Excel and PowerPoint