Client Onboarding & Sales Support Specialist

UOB Kay Hian; Hong Kong; On-site; HKD 180,000 - 240,000; Full time

Job summary

UOB Kay Hian (Hong Kong) Limited is seeking candidates to support client onboarding and everyday sales activities. You will handle account opening procedures, ensure KYC/AML compliance, and provide efficient administrative support to the sales team.

The role requires strong attention to detail, bilingual communication in English and Chinese, and the ability to manage inquiries with professionalism in a fast-paced environment.

Qualifications

• Experience in account opening process within brokerage or banking preferred.
• Higher Diploma or above in Business Admin, Finance, Banking, Risk Management or related disciplines.
• Fresh graduates with internship or part-time experience considered.
• Detail-oriented with accuracy in document review and data entry.
• Good command of English and Chinese including Mandarin.
• Proficient in Microsoft Word and Excel; Chinese word processing.
• Self-motivated, able to work under pressure in a fast-paced team.
• Excellent interpersonal and communication skills; AI usage is a plus.

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

Skills

Attention to detail

Bilingual English-Chinese

Interpersonal communication

Work under pressure

AI familiarity

Education

Higher Diploma or above in related fields

Tools

Microsoft Word

Microsoft Excel

Chinese word processing

Job description

UOB Kay Hian (Hong Kong) Limited is seeking candidates to support client onboarding and everyday sales activities. You will handle account opening procedures, ensure KYC/AML compliance, and provide efficient administrative support to the sales team.

The role requires strong attention to detail, bilingual communication in English and Chinese, and the ability to manage inquiries with professionalism in a fast-paced environment.