Senior Client Onboarding & Services Specialist

Goldhorse Capital; Hong Kong; On-site; HKD 420,000 - 660,000; Full time

Job summary

Goldhorse Capital is seeking a client services professional in Hong Kong to support client inquiries, process deposits and withdrawals, and handle securities and account transfers with strict regulatory compliance.

The role covers account opening for HNW, corporate, and institutional clients, AML controls, CRM system enhancements, data maintenance, and ad-hoc duties, with immediate availability preferred.

Qualifications

• Experience in client onboarding or wealth management.
• Holder of SFC Type 1 license.
• 2–5 years in client onboarding or servicing.
• Detail-oriented, compliant, proactive.
• Fluent in English and Chinese (Mandarin).
• Proficient with MS Word and MS Excel.

Responsibilities

• Provide client service support by handling inquiries, deposits/withdrawals, transfers, and other operational requests.
• Oversee account opening processes for different client types, ensuring compliant documentation.
• Maintain and update AML-related policies and procedures for onboarding and reviews.
• Manage client data with timely, accurate record updates.
• Participate in CRM system enhancements to improve efficiency and user experience.
• Provide general team support and carry out ad-hoc duties.

Skills

Client onboarding

Account opening

Client servicing

Regulatory compliance

Data accuracy

Education

Post-secondary education or above (Business/Finance)

SFC Type 1 Representative license

Tools

MS Word

MS Excel

Job description

Goldhorse Capital is seeking a client services professional in Hong Kong to support client inquiries, process deposits and withdrawals, and handle securities and account transfers with strict regulatory compliance.

The role covers account opening for HNW, corporate, and institutional clients, AML controls, CRM system enhancements, data maintenance, and ad-hoc duties, with immediate availability preferred.