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- ...sibilities: Perform account opening and maintenance services including processing all client onboarding documents and ensuring compliance with rela... ...rs of relevant experience as Client Services Officer / Assistant Relationship Manager in Priority /Private Banking or S...
- Job Description What you’ll be doing? Interacts with clients to ensure world-class service is delivered Recognizes, manages and delivers service solutions on a day-to-day basis for specific jobs Communicates job status to internal deal team to ensure contin...
- Summary: As a Client Services Executive, you’ll be the bridge between our clients and production teams, ensuring smooth communication, timely delivery, and exceptional service. This is a fantastic opportunity for someone starting out in their career or with up to ...
- Key Responsibilities Client Insights & Analysis Collect and analyze client data from surveys, app/website usage, focus groups, and feedback channels. Identify behavioral patterns, pain points, and barriers to engagement. Campaign Strategy & Execution ...
HKD 40k - HKD 80k /月
A top-tier financial services firm is now looking for a dedicated Executive Assistant to support senior executives, focusing on business related matters and hectic travel arrangements. Client Details Our client is a highly reputable investment firm with global p...- The Job: Handle client onboarding and new account opening; Perform periodic review/ trigger event; Ensure the quality of KYC... ...res to ensure compliance with latest regulatory requirement; Assist to prepare statistical reports; Participate in ad-hoc projec...
- Responsibilities: (No Sales Role) Handle and deliver excellent customer service with clients’ enquiries on account opening, trading platform and market information with professional manner; Perform due diligence and KYC checks on clients and process the account ...
- Our client is a well-known financial services company in Hong Kong. The Assistant Business Analyst will support the Product Development team in driving the creation and enhancement of products. This role encompasses gathering and analysing business requirements, suppo...
- The Company Our client is a well-established asset manager that has been operating in Hong Kong for over 10 years. This position supports the Sales team by providing exceptional client service to institutional investors and managing their daily inquiries. The ideal ca...
- ...erience while maintaining the highest standards of CDD/KYC. · Assist in conducting AML periodic risk assessment reviews and communic... ... and external stakeholders where applicable. · Handle various client checks including KYC, AML, World Check, CRS and FATCA Check. ...