Job ref no.: CT3110313-01#0066
Fulbright Financial Group

Senior Officer/ Officer, Client Onboarding Department

Fulbright Financial Group

  • 5-day week
  • Dental plan
  • Discretionary bonus
  • Education subsidies
  • Insurance plan
  • Medical plan


  • Provide all rounded support in the Customer Service Department including opening accounts, answering inquiries, conducting KYC and data management.;
  • Responsible for the whole account opening and client onboarding procedures;
  • Handle KYC due diligence for clients, and FATCA related checking;
  • Assist to revamp the workflow and ensure that all requests are align with regulatory requirements and internal policies;
  • Ensure data accuracy and responsible for account opening maintenance;
  • Work closely with compliance, internal audit, operations and related departments regarding all clients data issue;
  • Perform all other duties as assigned by seniors from time to time. 


  • Tertiary educated;
  • At least 4 years’ experiences in customer services, client onboarding, or AML/KYC field, preferably in the fields of banking and finance;
  • Holder of SFC Type 1(Dealing in Securities) and Type 2 (Dealing in Futures Contracts) is definitely advantageous;
  • High level of customer service orientation;
  • Sociable with good communication and interpersonal skills;
  • Multi-tasking and problem-solving skills;
  • Mature, patient, cheerful and detail-minded;
  • Fluent in Cantonese and Putonghua is a must.

Salary and fringe benefits for the post will be highly competitive, commensurate with qualifications and experience. Interested candidates please send your resume, last and expected salary to the Human Resources and Administration by clicking Apply Now .

Data collected will be used for recruitment purpose only.

For more details, please visit us at

More job information
Job ref no. CT3110313-01#0066
  • N/A
Job Function
  • Sheung Wan
Employment Term
  • Permanent
  • Full-time
  • 4 years - 9 years
Career Level
  • Middle management level
  • Diploma or equivalent
  • Asso. Deg or High Dip
  • Degree