Job ref no.: CT3118690-01#7714

Head of Account Management Team, Equities Division (Investment Bank, Kwun Tong)

Conners Consulting Limited

  • 5-day week
  • Discretionary bonus
  • Medical plan
  • Shuttle bus

Our client, a well-established Investment Bank to invite high calibre candidates to join their company.



  • Supervise day-to-day customer services function to Equities Division; 
  • Monitor customer inquiries handling and new account opening;
  • Perform account documentation checking for new account opening and existing accounts;
  • Manage, handle and process Client information;
  • Conduct on-going Customer Due Diligence (CDD) review;
  • Conduct AML and PEP check;
  • Prepare statistical reports/Management report;
  • Manage the team to provide Administrative Support;
  • Perform other duties assigned



  • Degree holder with major in Finance or equivalent
  • SFC RA1 holder with 5 years’ experience in Client on boarding 
  • Fluent command of both written and spoken English and Chinese including Putonghua
  • Immediate available is preferred


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. 

Applicants who are not contacted within two weeks may consider their applications unsuccessful.

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        


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More job information
Job ref no. CT3118690-01#7714
  • N/A
Job Function
  • Kwun Tong
Employment Term
  • Permanent
  • Full-time
  • 5 years - 8 years
Career Level
  • Senior management level
  • Degree