Our client, a distinguished private bank and wealth management institution, is seeking a meticulous Wealth Management Operations Officer (6-Month Contract) to join their Wealth Management Operations & Private Banking Department in Hong Kong. In this role, you will provide vital clerical and operational support, managing KYC / CDD reviews, account opening procedures, and remittance verification in compliance with local regulations. This opportunity is ideal for detail-oriented banking professionals or ambitious graduates eager to build a career in private banking operations.
about the company.
Our client is a prominent international financial institution with a strong private banking footprint across the Asia-Pacific region. Renowned for delivering tailored wealth management solutions, the organization maintains a high standard of client service and regulatory compliance.
about the team. You will join a dynamic, collaborative, and professional operations team within the Private Banking Department. Working closely alongside Customer Service Officers (CSOs) and Relationship Managers (RMs), the team ensures efficient client onboarding and seamless transaction processing.
about the job.
Support Customer Service Officers (CSOs) with clerical duties, including execution of account opening, verification of remittance receipts, and completion of KYC / CDD reviews and analytical reports.
Provide operational and administrative support to Relationship Managers (RMs) regarding client transactional and operational queries.
Perform systematic document filing, data input, and maintain operational documentation accuracy.
Participate in ad-hoc operational projects and duties as assigned by supervisors or management.
skills & experience required.
Higher Diploma, Associate Degree, or Bachelor's Degree in Business, Finance, Banking, or a related discipline.
Recent university graduates with a keen interest in pursuing a career within banking and wealth management are welcomed.
Prior experience in KYC / CDD, account opening, or general private banking operations is an advantage.
Strong PC skills and high proficiency in Microsoft Office applications (Word, Excel, PowerPoint).
Excellent command of written and spoken English and Chinese, including high proficiency in Mandarin.
Detail-oriented, highly responsible, with strong communication skills and a collaborative team mindset.
