Client Onboarding Specialist (Asset Management)

Michael Page (Hong Kong); Hong Kong; On-site; HKD 500,000 - 700,000; Full time

Benefits offered by this job

Competitive annual salary

Collaborative work environment

Opportunity to work in an innovative sector

Job summary

A leading financial institution in Hong Kong is seeking a Client Onboarding Manager to oversee the end-to-end onboarding process for B2B clients. Key responsibilities include ensuring compliance with AML and KYC regulations, reviewing documentation, and coordinating with internal teams. The ideal candidate has a strong background in financial services, excellent attention to detail, and effective communication skills. The position offers a competitive salary and a collaborative work environment in an innovative sector.

Qualifications

• Experience in the financial services industry, preferably in client onboarding.
• Strong understanding of AML and KYC compliance.
• Proficiency in using onboarding systems and tools.

Responsibilities

• Manage the end-to-end client onboarding process for B2B clients.
• Review and verify client documentation for accuracy.
• Provide regular updates to clients regarding their onboarding status.
• Ensure compliance with AML and KYC regulations.

Skills

Attention to detail

Organizational skills

Problem-solving skills

Effective communication skills

Client-focused approach

Tools

Onboarding systems and tools

Job description

• Leading Chinese financial institution
• New opportunity

About Our Client

Leading Chinese financial institution

Job Description

• Managing the end-to-end client onboarding process for B2B clients (EAMs, family offices, Type 1/9 licensees), ensuring compliance with regulatory requirements and internal policies.
• Reviewing and verifying client documentation for accuracy and completeness.
• Coordinating with internal teams to resolve any onboarding-related issues promptly.
• Providing regular updates to clients about the status of their onboarding process.
• Maintaining accurate records of client onboarding activities in the internal system.
• Ensuring adherence to anti-money laundering (AML) and know-your-customer (KYC) regulations.
• Collaborating with the WealthTech team to improve onboarding workflows and user experience.
• Delivering high-quality support and guidance to clients throughout the onboarding journey.

The Successful Applicant

• Experience in the financial services industry, particularly within client onboarding or similar functions.
• Strong knowledge of AML and KYC compliance requirements.
• Excellent attention to detail and organizational skills.
• Proficiency in using onboarding systems and tools, with a tech-savvy mindset.
• Strong problem-solving skills and the ability to work under tight deadlines.
• Effective communication skills in English; proficiency in additional languages is an advantage.
• A proactive and client-focused approach to service delivery.

What's on Offer

• Competitive annual salary.
• Opportunity to work in the innovative sector within the financial services industry.
• Collaborative and professional work environment in the heart of Hong Kong.