Mid-Office Associate: KYC & Sales Support

KGI 凱基; Hong Kong; On-site; HKD 250,000 - 480,000; Full time

Job summary

KGI 凱基, a leading financial institution in Asia, seeks a Sales Support professional in Hong Kong. You will coordinate business travels, assist onboarding documentation, support the sales team, and prepare reports to monitor sales initiatives.

The role requires a university degree in Business Administration or Finance, at least 3 years in financial services (KYC/Sales Support preferred), strong analytical skills, and fluency in English, Cantonese and Mandarin. HK SFC Type 1 license is ideal.

Qualifications

• University graduate in Business Administration, Finance or related disciplines
• Minimum 3 years of experience within a financial services firm, experience in KYC/Sales Support will be preferred
• Strong analytical thinking, attention to detail, and a proactive, hands-on attitude
• Excellent PC skills with good understanding of MS Office (Excel, PowerPoint, Word)
• Ideally with HK SFC Type 1 License
• Proficiency in English, Cantonese and Mandarin

Responsibilities

• Coordinate business travels, prepare presentation deck for client engagement
• Assist in gathering and verifying client documentation for onboarding, periodic reviews, and trigger events
• Support communication between sales team and internal departments
• Prepare and maintain reports to monitor sales initiatives
• Support broader business initiatives
• Handle ad-hoc projects

Skills

Analytical thinking

Attention to detail

Proactive attitude

Education

University degree in Business or Finance

Tools

MS Office

Job description

KGI 凱基, a leading financial institution in Asia, seeks a Sales Support professional in Hong Kong. You will coordinate business travels, assist onboarding documentation, support the sales team, and prepare reports to monitor sales initiatives.

The role requires a university degree in Business Administration or Finance, at least 3 years in financial services (KYC/Sales Support preferred), strong analytical skills, and fluency in English, Cantonese and Mandarin. HK SFC Type 1 license is ideal.