What Jobs are available for Investment Support in Hong Kong?
Showing 1 Investment Support jobs in Hong Kong
Strategic client Sales Support, a Top PRC Investment Bank
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Job Description
Our client, a Top-tier PRC Securities Firm, is now looking for a Sales Support Assistant (Client Onboarding & Customer Service focused) to join them.
Job Responsibilities:
- Handle account-openings for HNW and institutional clients
- Ensure timely and accurate client checks, including Know-Your-Customer ('KYC'), Client Due Diligence ('CDD'), AML etc, for new accounts, existing accounts, screening of counterparties, tracking, escalation and resolution of CDD deferrals, account slated for exit
- Conduct CDD of customer profile for onboarding, periodic review and trigger event review.
- Identify and verify KYC documents and customer statistic data.
- Engage with customers to provide incomplete CDD information and documentation within service level.
- Provide support to the team and carry out other ad-hoc tasks as assigned.
Job Requirements:
- Bachelor's degree or above;
- At least 1 year of relevant experience;
- Well versed with regulatory requirement on account opening, CDD, KYC and AML
- Good command of written and spoken English and Chinese
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