Assistant Client Account Officer (Corporate Clients)

Responsibilities:

• Handle corporate client onboarding and account maintenance processes
• Ensure all KYC and AML procedures are conducted in accordance with SOPs and CDD policies
• Perform system data entry accurately and efficiently
• Meet agreed service level standards and turnaround times
• Work closely with the Sales and Back Office teams to facilitate account-related matters
• Assist with ad hoc tasks and projects assigned by the supervisor

Requirements:

• Higher Diploma or above
• 1 to 3 years of experience in corporate account opening within the brokerage or banking industry is preferred
• Detail-oriented with strong attention to accuracy in document review and data entry
• Strong interpersonal skills with a team-oriented mindset
• Proficient in MS Word, Excel, and Chinese word processing
• Good command of spoken and written English and Chinese, including Mandarin
• Effectively using AI is preferred
• Candidates with less experience may be considered for the position of Client Account Assistant