Investment Operations & Client Onboarding Manager

Central Wealth Securities Investment Limited; Hong Kong; On-site; HKD 180,000 - 300,000; Full time

Job summary

Central Wealth Securities Investment Limited is seeking a proactive professional to support daily investment operations and client onboarding. You will assist with KYC/AML documentation, subscriptions, redemptions, and related transaction materials, coordinating with private banks and fund managers to ensure smooth processing.

The role requires attention to detail, strong organisational skills, and fluency in English and Chinese.

Qualifications

• 1-3 years of working experience in asset management, wealth management, private banking, securities firms, fund management, family offices or other financial institutions is preferred.
• Basic understanding of financial markets and investment products.
• Exposure to KYC & AML, client onboarding, fund subscriptions and redemptions, trade support or investment operations would be an advantage, but not essential.
• Detail-oriented and responsible, with strong organisational and follow-up skills.
• Good communication and cross-functional coordination skills.
• Proficient in Microsoft Excel, Word, and PowerPoint.
• Good written and spoken English and Chinese; fluency in Mandarin is preferred.

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.
• 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

Client onboarding

Investment operations

Administrative support

Cross-functional coordination

MS Office

English Chinese

Tools

Microsoft Excel

PowerPoint

Microsoft Word

Job description

Central Wealth Securities Investment Limited is seeking a proactive professional to support daily investment operations and client onboarding. You will assist with KYC/AML documentation, subscriptions, redemptions, and related transaction materials, coordinating with private banks and fund managers to ensure smooth processing.

The role requires attention to detail, strong organisational skills, and fluency in English and Chinese.