Private Banking Client Onboarding & Portfolio Specialist

Morgan Mckinley Limited; Hong Kong Island; Sur place; HKD 600 000 - 900 000; Plein temps

Résumé du poste

Morgan Mckinley Limited in Hong Kong is seeking an experienced Client Onboarding & Compliance professional to manage end-to-end onboarding, perform KYC and AML reviews, and support portfolio administration.

You will work with Investment Advisers to prepare tailored materials, maintain accurate client records, and ensure operations comply with local regulations using core wealth management platforms.

Qualifications

• Bachelor's degree in Finance, Business, or related field; regional qualifications preferred.
• Hands-on experience with wealth management platforms and portfolio administration tools.
• Professional fluency in languages aligned with the relevant regional coverage desk.

Responsabilités

• Manage end-to-end client onboarding, including KYC and AML reviews.
• Handle daily portfolio administration and related processing.
• Collaborate with Investment Advisers to prepare tailored materials and proposals.
• Maintain accurate, compliant client records in internal systems.

Connaissances

KYC compliance

AML monitoring

Onboarding

Financial analysis

Formation

Bachelor's degree in Finance or Business

Outils

Wealth management platforms

Portfolio administration tools

Description du poste

Morgan Mckinley Limited in Hong Kong is seeking an experienced Client Onboarding & Compliance professional to manage end-to-end onboarding, perform KYC and AML reviews, and support portfolio administration.

You will work with Investment Advisers to prepare tailored materials, maintain accurate client records, and ensure operations comply with local regulations using core wealth management platforms.