Wealth Management Client Services Officer

Ping An Securities (Hong Kong) Holdings Company Limited; Hong Kong; On-site; HKD 240,000 - 360,000; Full time

Job summary

Ping An Securities (Hong Kong) Holdings Company Limited is seeking a diligent private banking client servicing professional to support high-net-worth clients in Hong Kong. You will handle account opening, maintenance, remittances, and post-trade docs, ensuring accuracy and timeliness.

Responsibilities include onboarding (KYC/AML), regulatory checks, credit-related tasks, and acting as a primary contact for client requests.

Qualifications

• Bachelor’s degree required.
• 2–3 years in private banking or wealth management.
• SFC Type 1/4 licenses preferred.

Responsibilities

• Assist with account opening, maintenance, remittances, and post-trade documentation.
• Support onboarding (KYC/AML) and regulatory checks.
• Handle credit-related matters including limit applications and monitoring settlements.
• Serve as primary contact for client administrative and transactional requests.
• Collaborate with operations, compliance, credit, and investment teams to ensure seamless service.

Skills

Client servicing

Relationship support

Regulatory knowledge

Attention to detail

Education

Bachelor’s degree in Business, Finance, Economics, or related discipline

SFC Type 1/4 licenses

Job description

Ping An Securities (Hong Kong) Holdings Company Limited is seeking a diligent private banking client servicing professional to support high-net-worth clients in Hong Kong. You will handle account opening, maintenance, remittances, and post-trade docs, ensuring accuracy and timeliness.

Responsibilities include onboarding (KYC/AML), regulatory checks, credit-related tasks, and acting as a primary contact for client requests.