Job ref no.: CT3118690-01#2590

Client Service Officer - Financial Institutions Department

Asia Progress Executive Limited

Our client is Corporate Banking To cope with the rapid business expansion, they are now inviting high caliber candidates to join the team


Client Service Officer - Financial Institutions Department 



  • Support Relationship Manager 
  • Deliver prompt and quality customer support services to clients and ensure smooth client onboarding and after-sale support experience
  • Responsible for account opening including KYC, customer enquiries
  • Perform document checking for the periodic KYC review on existing customers based on the latest HKMA requirements; update KYC Information System, follow up, monitor and report the overall progress of the review
  • Support Relationship Managers on daily sales activities, business transactions, and statistical reporting
  • Provide administrative and clerical support to department
  • Handle other related ad hoc tasks and assignments



  • Degree holder or above
  • At least 3-5 years hands-on experience in KYC document checking for Financial Institutions Clients
  • Knowledge of HKMA or relevant regulatory KYC/AML requirements for on-boarding new customer and knowledge of Customer Due Diligence documentation standard and requirement
  • Excellent command of written and spoken English and Chinese (including must fluent Putonghua)
  • A good team player and independent, detail-minded with good communication skills
  • Proficiency in MS Word, Excel and PowerPoint
  • Qualification of SFC license 1 and 4 will be preferred



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More job information
Job ref no. CT3118690-01#2590
  • N/A
Job Function
  • Central
Employment Term
  • Full-time
  • 3 years - 5 years
Career Level
  • Middle management level
  • Degree