Institutional Onboarding & KYC Specialist

Futu Securities International (Hong Kong) Limited; Hong Kong; On-site; HKD 240,000 - 360,000; Full time

Job summary

Futu Securities International (Hong Kong) Limited is seeking a Customer Service Officer (Institutional Business) to support institutional onboarding and ongoing client services. You will check documents, respond to client inquiries and coordinate with external counterparties to ensure smooth account openings.

The role requires KYC/AML familiarity and a strong client-service mindset, with Mandarin and English fluency.

Qualifications

• 1+ years in institutional relationship management, onboarding or client services.
• Experience with KYC/AML procedures is strongly preferred.
• Familiar with SFC KYC and AML requirements.

Responsibilities

• Perform institutional account opening and document checking per guidelines.
• Handle institutional clients’ enquiries and liaise with external parties.
• Communicate with clients by email/phone to facilitate corporate openings.
• Assist in establishing service procedures, policies and standards.
• Handle customer enquiries and complaints professionally.
• Design and implement procedures compliant with regulations and guidelines.
• Take on ad-hoc tasks as required.

Skills

Client service mindset

Interpersonal communication

Bilingual English/Mandarin

Job description

Futu Securities International (Hong Kong) Limited is seeking a Customer Service Officer (Institutional Business) to support institutional onboarding and ongoing client services. You will check documents, respond to client inquiries and coordinate with external counterparties to ensure smooth account openings.

The role requires KYC/AML familiarity and a strong client-service mindset, with Mandarin and English fluency.