wealth management operations in Hong Kong

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job details

hong kong
banking & financial services
job type
working hours
reference number
eva tai, randstad hong kong
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job description


  • Conducting due diligence searches e.g. negative media searches on existing clients. Advising the Front Office on queries related to Static Maintenance
  • Pre-screening on the Static Maintenance requests from Front Office
  • Set up the account in the systems
  • Responsible for the scanning of client account documents into the internal system and tagging them accordingly to the appropriate categories.
  • Any ad hoc task / project assigned by the supervisor


  • Basic analytical skills, flexible regarding production problem solving
  • Excellent communication skills, fluent in English and local language (written/verbal) as appropriate
  • High attention to details and good time management skills are essential.
  • Ability to work in fast paced environment, keep pace with technical innovation and maintain a broad understanding of the WM offering
  • Open minded, able to share information, transfer knowledge and expertise to team members
  • Preferably with 1-2 years’ operations experience with knowledge of client onboarding
  • Tertiary education (Diploma / Degree in Banking and Finance / Accountancy preferred but not necessary)

If you are interested in this position, please click link to apply. If you would like to know more about this role, please contact Eva Tai at +852 2232 3465 or eva.tai@randstad.com.hk for confidential conversation.


Client Onboarding


Preferably with 1-2 years’ operations experience with knowledge of client onboarding

educational requirements

Associate Degree/Diploma