Senior Client Onboarding & Services Specialist

Goldhorse Securities; Hong Kong; On-site; HKD 420,000 - 700,000; Full time

Job summary

Goldhorse Securities in Hong Kong is seeking an Associate/Senior Associate - Client Services to deliver frontline client support, handle inquiries, deposits/withdrawals, and securities transfers, and ensure accurate processing.

You will oversee onboarding and account openings for high-net-worth, corporate, and institutional clients, maintain AML compliance, optimize the CRM, and provide team support as needed.

Qualifications

• Post-secondary education or above in Business, Finance, or related field.
• Holder of a valid SFC Type 1 Representative license.
• 2–5 years of experience in client onboarding, account opening, or client servicing within wealth management or financial services.
• Detail-oriented, compliance-minded, diligent, proactive, and able to thrive under pressure.
• Proficient in English and Chinese (including Mandarin).

Responsibilities

• Provide client service support by handling client inquiries, fund deposits/withdrawals, securities transfers, account transfers, and other operational requests.
• Oversee account opening processes for various client types, including high-net-worth individuals, corporate, and institutional clients, ensuring all documentation meets regulatory and internal compliance standards.
• Maintain and regularly update relevant policies and procedures for client onboarding and account reviews to strictly comply with AML policies and legal/regulatory requirements.
• Manage client data by updating records and ensuring timely maintenance and data accuracy within the system.
• Participate in the enhancement and optimization of the Client Relationship Management (CRM) system, providing actionable feedback to improve operational efficiency and user experience.
• Provide general support to the team and carry out ad-hoc duties as assigned.

Skills

Client onboarding

Regulatory compliance

AML awareness

CRM feedback

Bilingual EN/CN

Education

Business/Finance degree

Tools

CRM system

MS Word

MS Excel

Job description

Goldhorse Securities in Hong Kong is seeking an Associate/Senior Associate - Client Services to deliver frontline client support, handle inquiries, deposits/withdrawals, and securities transfers, and ensure accurate processing.

You will oversee onboarding and account openings for high-net-worth, corporate, and institutional clients, maintain AML compliance, optimize the CRM, and provide team support as needed.