Operations Officer, Client Onboarding Team

Guotai Junan International Holdings Limited; Hong Kong; On-site; HKD 180,000 - 260,000; Full time

Job summary

Guotai Junan International Holdings Limited is seeking an Operations Officer for the Client Onboarding Team responsible for opening and maintaining client accounts across Securities, Futures, Stock Options, FX, and related products. The role requires meticulous processing and timely handling of onboarding activities to support business growth.

You will review documentation to ensure compliance with internal standards and regulatory requirements, including KYC, CDD, and AML checks, and provide

Qualifications

• University graduate or above.
• At least 1 year of relevant experience in financial industry preferred (fresh graduates welcome).
• Able to work under pressure and multitask.
• Prudent and attentive to detail.
• Proficiency in both written and spoken English and Chinese; Putonghua fluency is a must.
• Good PC knowledge including MS Word, Excel and Chinese word processing.

Responsibilities

• Open and maintain client accounts across Securities, Futures, Stock Options, FX, etc.
• Review clients' account opening documentation to ensure compliance with internal standards and regulatory requirements (KYC, CDD, AML).
• Provide operations support (data input, filing and record keeping).
• Handle professional investors’ applications and renewals.
• Handle ad-hoc tasks as assigned.

Skills

English proficiency

Chinese proficiency

Putonghua fluency

Education

University degree

Tools

MS Word

Excel

Chinese word processing

Job description

Operations Officer, Client Onboarding Team

Responsible for account opening and maintenance (Including Securities, Futures, Stock Options, FX, etc.);

Review clients' account opening documentation in accordance with internal standard and regulatory requirements, including but not limited to KYC, CDD, AML checking etc.;

Provide operations support (e.g. data inputting, documents filing and record keeping);

Professional investors application and renewal handling;

Handle ad-hoc tasks as assigned.

Requirements

University graduate or above;

1 year or above relevant experience in financial industry preferredpreferred (Fresh graduate is also welcome);

Able to work under pressure and multi-tasking;

Prudent and attentive to details;

Proficiency in both written and spoken English and Chinese, fluency in Putonghua is a must;

Good PC knowledge including MS Word, Excel and Chinese word processing.

We offer an attractive remuneration package to the right candidate.

(Data collected will be kept strictly confidential and used for recruitment purpose only.)