Wealth Management Client Services – Associate/AVP

BOC International Holdings Ltd; Hong Kong Island; On-site; HKD 480,000 - 800,000; Full time

Job summary

BOC International Holdings Limited in Hong Kong is seeking an Associate/AVP, Client Services, Wealth Management to support onboarding, account servicing, and client relationships.

The role involves performing KYC/AML checks, maintaining documentation, responding to inquiries, and helping ensure a high standard of service. Strong English and Chinese, plus MS Office proficiency, are required.

Qualifications

• Degree in Business, Finance or related disciplines.
• Excellent communication and problem solving skills.
• Good command of written and spoken English & Chinese (Putonghua).
• At least 3 years related working experience.
• Experience in KYC/AML and client onboarding is advantageous.

Responsibilities

• Perform KYC and AML checks on customer onboarding.
• Administer ongoing KYC review maintenance and account servicing.
• Maintain client relationships and track instruction progress.
• Provide team support and handle ad-hoc tasks.
• Handle daily client inquiries with timely, professional solutions.

Skills

English & Chinese

Communication

Problem solving

Education

Degree in Business/Finance or related

Tools

MS Office

Job description

BOC International Holdings Limited in Hong Kong is seeking an Associate/AVP, Client Services, Wealth Management to support onboarding, account servicing, and client relationships.

The role involves performing KYC/AML checks, maintaining documentation, responding to inquiries, and helping ensure a high standard of service. Strong English and Chinese, plus MS Office proficiency, are required.