Accounts & Onboarding Assistant

UOB Kay Hian (Hong Kong) Limited; Hong Kong; On-site; HKD 134,000 - 201,000; Full time

Job summary

UOB Kay Hian (Hong Kong) Limited in Hong Kong is seeking an Accounts Assistant to support account opening processes, data entry and client inquiries.

You will handle document review, maintain records with accuracy, and provide administrative support to the sales team, in a fast-paced environment with bilingual communication.

Fresh graduates or diploma holders are welcome; proficiency in Word and Excel and a willingness to use AI tools are preferred.

Qualifications

• Higher Diploma or above in Business Administration, Finance, Banking, Risk Management, or related disciplines is preferred.
• Experience in account opening process within the brokerage or banking industry is preferred.
• Detail-oriented with strong attention to accuracy in document review and data entry.
• Good command of both spoken and written English and Chinese including Mandarin.
• Strong PC skills in Microsoft Word, Excel and Chinese word processing.
• Self-motivated, responsible and able to work under pressure and in fast-paced team environment.
• Excellent interpersonal and communication skills.
• Effectively using AI is preferred.

Responsibilities

• Conduct client account opening in accordance with internal procedures and regulatory requirements, ensuring compliance with KYC and AML requirements
• Provide administrative support to the sales
• Handle clients' enquiries and provide quality service support
• Assist in other ad hoc projects when required

Skills

Attention to detail

Bilingual English/Chinese

MS Word

MS Excel

Interpersonal skills

AI usage

Education

Higher Diploma or above in Business Administration / Finance / Banking

Tools

MS Word

MS Excel

Job description

UOB Kay Hian (Hong Kong) Limited in Hong Kong is seeking an Accounts Assistant to support account opening processes, data entry and client inquiries.

You will handle document review, maintain records with accuracy, and provide administrative support to the sales team, in a fast-paced environment with bilingual communication.

Fresh graduates or diploma holders are welcome; proficiency in Word and Excel and a willingness to use AI tools are preferred.