Job ref no.: CT3115413-01#8363

Assistant Manager/Senior Officer – Client On-boarding (Institutional Client)

Conners Consulting Limited

Our client, a well-established banking company to invite high caliber candidates to join their company. 


  • Working as part of the Client On-boarding team with responsibility for the on-boarding of institutional or private wealth management/high net worth clients
  • Communicating with clients to procure the necessary information and documentsin a timely manner and in line with internal policies and procedures
  • Liaise with other internal stakeholders such as Compliance, Legal and Operations as required
  • Coordinate with the Front Office to prioritize account requests and keep them appraised of progress
  • Handle account maintenance and coordinate with settlement team to ensure seamless end-to-end on-boarding process
  • Monitor and maintain client documentation to remain compliant with internal policies and external regulatory requirements
  • Perform any other job duties or projects as assigned by team supervisor


  • Degree holder in business management, finance, accounting or related disciplines
  • Minimum 3 years working experience in institutional/private banking client on-boarding, KYC or AML at banking / securities / brokerage firm;
  • Excellent communication skills with high level of customer service attitude and professional telephone manner
  • Independent, responsible and self-motivated with positive attitude and able to work under pressure;
  • Good command written & spoken English and Chinese including fluency in Putonghua
  • Candidates for more experience will be considered for Assistant Manager

To apply, please send your detailed resume by clicking Apply Now or contact Boei Yan at 3460 2012 for a confidential discussion.

Only shortlisted candidates will be notified.

All data collected will be used for recruitment purpose only & will be used strictly confidential.

Conners Consulting Limited

2005 Kai Tak Commercial Building 317 Des Voeux Road Central Hong Kong

Tel: (852) 3996 8090         Website:

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More job information
Job ref no. CT3115413-01#8363
  • N/A
Job Function
  • Central
Employment Term
  • Permanent
  • Full-time
  • 3 years - 8 years
Career Level
  • Middle management level
  • Degree