Client Servicing Officer - Wealth Management

Ping An Securities (Hong Kong) Holdings Company Limited; Hong Kong; On-site; HKD 240,000 - 360,000; Full time

Job summary

Ping An Securities (Hong Kong) Holdings Company Limited is seeking a diligent private banking client servicing professional to support high-net-worth clients in Hong Kong. You will handle account opening, maintenance, remittances, and post-trade docs, ensuring accuracy and timeliness.

Responsibilities include onboarding (KYC/AML), regulatory checks, credit-related tasks, and acting as a primary contact for client requests.

Qualifications

• Bachelor’s degree required.
• 2–3 years in private banking or wealth management.
• SFC Type 1/4 licenses preferred.

Responsibilities

• Assist with account opening, maintenance, remittances, and post-trade documentation.
• Support onboarding (KYC/AML) and regulatory checks.
• Handle credit-related matters including limit applications and monitoring settlements.
• Serve as primary contact for client administrative and transactional requests.
• Collaborate with operations, compliance, credit, and investment teams to ensure seamless service.

Skills

Client servicing

Relationship support

Regulatory knowledge

Attention to detail

Education

Bachelor’s degree in Business, Finance, Economics, or related discipline

SFC Type 1/4 licenses

Job description

Provide comprehensive administrative and operational support to the team in servicing high-net-worth and ultra-high-net-worth clients.

Execute client instructions accurately and efficiently, including account opening, maintenance, remittances, investment orders, and post-trade documentation.

Assist with client onboarding processes, including KYC/AML due diligence, documentation collection, and compliance checks in accordance with regulatory requirements.

Handle credit-related matters such as limit applications, renewals, and monitoring of client settlement obligations.

Act as a primary point of contact for client administrative and transactional requests, delivering high-quality service to support client retention and relationship growth.

Collaborate with internal departments (operations, compliance, credit, and investment teams) to ensure seamless service delivery.

Maintain strict adherence to all regulatory frameworks, internal policies, and best practices in private banking operations.

Requirements

Bachelor’s degree in Business, Finance, Economics, or a related discipline.

2-3 years of relevant experience in private banking, wealth management, or preferably in a client servicing or relationship support role.

Sound knowledge of wealth management products, investment services, and daily operations.

Holder of relevant regulatory licenses (e.g., SFC Type 1 and 4) is preferred.

Excellent command of written and spoken English and Chinese (including Putonghua).

Strong interpersonal, organisational, and problem-solving skills with high attention to detail.

Self-motivated, proactive, and committed to providing exceptional client service in the Hong Kong and Greater China markets.

All applications will be treated in the strict confidence and personal data collected will be used for recruitment purpose only.