Operations Assistant - Wealth Management & Compliance

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 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