Investment Operations & Client Onboarding Associate

Annum Capital; Hong Kong; On-site; HKD 320,000 - 520,000; Full time

Benefits offered by this job

Discretionary bonus

Exposure to investment products

Job summary

Annum Capital is a Hong Kong-based financial services group seeking an Investment Operations & Business Support Associate to join its operations team and support day-to-day investment activities. You will assist with client onboarding, KYC/AML documentation, and information updates, as well as subscriptions and redemptions for funds and other investment products.

Coordination with banks, fund managers, and administrators is key.

Qualifications

• 1–3 years of working experience in asset management, wealth management, private banking or related financial institutions.
• Basic understanding of financial markets and investment products.
• Exposure to KYC/AML, client onboarding, fund subscriptions/redemptions, trade support or investment operations is a plus.
• Detail-oriented with strong organizational and follow-up skills.
• Proactive, flexible and capable of handling multiple responsibilities.

Responsibilities

• Support day-to-day investment operations and follow up on related matters.
• Assist with client onboarding, KYC/AML documentation and ongoing information updates.
• Assist with subscriptions, redemptions and related transaction documentation for funds and other investment products.
• Liaise with private banks, fund managers, fund administrators and other external service providers on day-to-day operational matters.
• Maintain client, transaction and investment-related records, ensuring accuracy and completeness.
• Assist in preparing client materials, investment product information, periodic reports and presentations.
• Coordinate with investment, client servicing and operations teams and follow up on outstanding matters.
• Provide general administrative and business support to the team.
• Participate in ad-hoc projects and cross-functional initiatives as required.

Skills

KYC/AML

Excel

Word

PowerPoint

English & Chinese

Tools

Microsoft Office

Job description

Annum Capital is a Hong Kong-based financial services group seeking an Investment Operations & Business Support Associate to join its operations team and support day-to-day investment activities. You will assist with client onboarding, KYC/AML documentation, and information updates, as well as subscriptions and redemptions for funds and other investment products.

Coordination with banks, fund managers, and administrators is key.