Operations Assistant/Officer

Wrise Financial Management Services Limited; Hong Kong; On-site; HKD 201,000 - 312,000; Full time

Job summary

WRISE Group is seeking an Operations Assistant/Officer in Hong Kong to ensure seamless client onboarding, rigorous KYC/AML checks, and high operational efficiency. You will support compliance adherence and collaborate with sales teams and internal departments to resolve queries about policies, products, and procedures.

Ideal candidates hold a Diploma or above in Business or Finance, have 1–2 years’ related experience, possess IIQE qualification or progress toward it, and are fluent in English

Qualifications

• Diploma or above in Business, Finance, or related discipline.
• 1–2 years’ experience in customer service, operations, or administration in insurance, brokerage, or financial institutions.
• IIQE qualified or progressing toward certification is a MUST.
• Fluent in English and Cantonese; Mandarin is a bonus.

Responsibilities

• Process insurance applications, including document collection, verification, and account opening for new and existing clients.
• Maintain accurate client records and ensure data integrity across systems.
• Conduct KYC, CDD, and AML checks, including periodic reviews.
• Ensure operations comply with internal policies and regulatory requirements (SFC, IA).
• Liaise with sales teams, business partners, and internal departments to resolve queries about policies, products, and procedures.

Skills

Fluent English Cantonese

MS Office

Strong organizational skills

Attention to detail

Team-player

Immediate availability

Education

Diploma or above in Business/Finance or related discipline

Tools

LifeBee CRM

Job description

WRISE Group is a rapidly growing wealth management firm headquartered in Singapore, with offices across Asia. The firm leverages a team of client advisors and investment specialists, complemented by technology, to offer comprehensive wealth management services. WRISE connects clients to over 150 financial intermediaries across eight booking locations, providing seamless support from advisory to execution. With its vast ecosystem and global partnerships, WRISE empowers clients to manage, grow, and protect their wealth while accessing borderless opportunities.

About the Role

We are seeking a detail-oriented Operations Assistant/Officer to join our dynamic team. In this role, you will play a pivotal part in ensuring seamless client onboarding, compliance adherence, and operational efficiency. This is an excellent opportunity for professionals looking to grow their career in the insurance/financial services sector.

Key Responsibilities

• Process insurance applications, including document collection, verification, and account opening for new and existing clients.
• Maintain accurate client records and ensure data integrity across systems.
• Conduct KYC, CDD, and AML checks, including periodic reviews and investigations of trigger events.
• Ensure all operations comply with internal policies and regulatory requirements (e.g., SFC, IA guidelines).
• Liaise with sales teams, business partners, and internal departments to resolve queries related to policies, products, and procedures.

Requirements

• Diploma or above in Business, Finance, or a related discipline.
• 1-2 years of experience in customer service, operations, or administration within insurance, brokerage, or financial institutions.
• IIQE qualified, or progressing toward certification, or willing to complete it, is a MUST.
• Fluent in English and Cantonese, (written and spoken); Mandarin speaking would be a bonus.
• Proficient in MS Office (Excel, Word and Outlook);
• Familiarity with CRM (e.g. LifeBee) systems is advantageous.
• Strong organizational skills, attention to detail, and a proactive, team-player mindset.
• Immediate availability preferred.

Ready to Build Your Future with Us?

If you are a strategic thinker with a passion in operations and a drive to excel, we want to hear from you.