BD Manager

CoinEx Global; Hong Kong; On-site; HKD 201,000 - 357,000; Full time

Job summary

CoinEx Global is seeking an organized operations assistant to support daily office tasks, handle client inquiries, and assist the account onboarding process in a fast-paced financial services environment.

You will collect KYC/ID proofs, coordinate with Key Account Managers, and maintain accurate data in internal systems while liaising with Compliance, Customer Service, and Settlement teams to ensure smooth funding and account approvals.

Qualifications

• 1-3 years of experience in branch operations, sales support, customer service, or admin roles in financial services.
• Basic understanding of account opening rules, KYC procedures, and financial regulations.
• Immediate availability or short notice preferred.

Responsibilities

• Handle daily office operations, admin duties, and general customer inquiries.
• Assist Key Account Managers with onboarding, collecting client documents (KYC/ID/PI proofs), and guiding VIP clients.
• Maintain and update customer, lead, and inventory data with high accuracy.
• Coordinate with Compliance, Customer Service, and Settlement teams to process account approvals, fund transfers, and client requests.
• Keep client records organized, update daily sales reports, and track funding statuses.

Skills

Multilingual: Mandarin, Cantonese, 1

Strong problem-solving

Organized & detail-oriented

Customer service mindset

Tools

MS Office (Word, Excel)

CRM / internal databases

Job description

• Handle daily routine operations, office administration, and general customer inquiries.
• Assist Key Account Managers with account opening, collecting client documents (KYC/ID/PI proofs), and guiding VIP clients through the onboarding process.
• Maintain and update customer, lead, and inventory data in internal databases with high accuracy and attention to detail.
• Work closely with Compliance, Customer Service, and Settlement teams to process account approvals, fund transfers, and client requests smoothly.
• Keep client records organized, update daily sales reports, and track client funding statuses.

Requirements & Qualifications:

• 1-3years of working experience in branch operations, sales support, customer service, or admin roles (preferably in brokerage, banking, or financial services).
• Smart, highly organized, and detail-minded with strong problem-solving skills and a positive attitude.
• Basic understanding of account opening rules, KYC procedures, and financial regulations.
• Excellent spoken and written communication skills in Mandarin, Cantonese, and English, with strong interpersonal skills to liaise confidently with clients and cross-functional teams.
• Proficient in MS Office (Word, Excel) with a strong enthusiasm for embracing AI technologies to enhance operational efficiency.
• Positive, proactive attitude with a willingness to learn.
• Immediate availability or a short notice period is highly preferred.