Assistant Client Account Officer (Corporate Clients)

UOB Kay Hian (Hong Kong) Limited; Hong Kong; On-site; HKD 223,000 - 279,000; Full time

Job summary

UOB Kay Hian (Hong Kong) Limited is seeking a Client Account Assistant to support corporate account opening and maintenance. The role requires meticulous attention to detail, accuracy in document review and data entry, and the ability to collaborate with Sales and Back Office teams on account-related tasks.

The ideal candidate holds a Higher Diploma or above with 1–3 years in corporate account opening within brokerage or banking, and strong English/Chinese language skills including Mandarin.

Qualifications

• Higher Diploma or above required.
• 1–3 years of corporate account opening experience preferred in brokerage or banking.
• Detail-oriented with accuracy in document review and data entry.
• Strong interpersonal skills and a team-oriented mindset.
• Proficiency in MS Word and Excel; Chinese word processing; good command of English and Chinese (Mandarin).
• Experience with AI is a plus; candidates with less experience may be considered for Client Account Assistant.

Responsibilities

• Handle corporate client onboarding and account maintenance processes.
• Ensure all KYC and AML procedures are conducted per SOPs and CDD policies.
• Perform system data entry accurately and efficiently.
• Meet service levels and turnaround times.
• Collaborate with Sales and Back Office teams to facilitate account-related matters.
• Assist with ad hoc tasks and projects as assigned by supervisor.

Skills

Detail-oriented

Interpersonal skills

Teamwork

AI usage

Education

Higher Diploma or above

Tools

MS Word

Excel

Chinese word processing

Job description

Responsibilities:

• Handle corporate client onboarding and account maintenance processes
• Ensure all KYC and AML procedures are conducted in accordance with SOPs and CDD policies
• Perform system data entry accurately and efficiently
• Meet agreed service level standards and turnaround times
• Work closely with the Sales and Back Office teams to facilitate account-related matters
• Assist with ad hoc tasks and projects assigned by the supervisor

Requirements:

• Higher Diploma or above
• 1 to 3 years of experience in corporate account opening within the brokerage or banking industry is preferred
• Detail-oriented with strong attention to accuracy in document review and data entry
• Strong interpersonal skills with a team-oriented mindset
• Proficient in MS Word, Excel, and Chinese word processing
• Good command of spoken and written English and Chinese, including Mandarin
• Effectively using AI is preferred
• Candidates with less experience may be considered for the position of Client Account Assistant

More Job Information

Salary

• 20000 - 25000 / MONTH

Job Function

• 銀行
• 金融服務 - 一般
• 其他

Location

• 灣仔

Employment Term

• 全職

Employment Term

• 長期

Education

• 副學士或高級文憑