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Client Advisor Assistant (KYC Focused)

Hong Kong Permanent HK$270,000 - HK$330,000 per year View Job Description
The Client Advisor Assistant is essential in supporting client onboarding, relationship management, and trade execution. This role demands strict compliance with regulatory standards, including SFC requirements, and a high level of accuracy and professionalism. The ideal candidate is detail-oriented, organized, and capable of managing multiple priorities with accountability.
  • A leading foreign alternative asset management company in Hong Kong
  • Wide range of investment solutions and strong investment team

About Our Client

This opportunity is with a large organization in the financial services industry, known for its expertise and comprehensive solutions. The company is committed to delivering excellence and compliance in all aspects of its operations.

Job Description

As a Client Advisor Assistant (KYC Focused), your main responsibilities will include:

  • Manage client onboarding by collecting, verifying, and maintaining complete KYC documentation in line with regulatory and internal standards.
  • Perform ongoing monitoring and periodic reviews to ensure compliance with KYC, AML, and related regulations.
  • Identify and escalate suspicious activities or discrepancies per AML and SFC protocols.
  • Maintain accurate client records and systems with strong attention to detail.
  • Ensure suitability assessments and risk profiles are completed accurately during onboarding.
  • Act as a liaison between clients, advisors, and external parties for timely communication.
  • Execute trade orders across platforms, ensuring prompt confirmations and follow-ups.
  • Adhere to regulatory frameworks such as CRS, FATCA, W-8BEN, AML, and SFC conduct standards.
  • Provide administrative support to client advisors, including scheduling, preparing materials, and managing correspondence.
  • Coordinate with clients and service providers to ensure smooth workflow and service delivery.
  • Prioritize multiple time-sensitive tasks effectively without compromising accuracy.
  • Apply strong operational and product knowledge with a client-focused approach.
  • Collaborate within a team environment, demonstrating professionalism and discretion.

The Successful Applicant

A successful Client Advisor Assistant (KYC Focused) should have:

  • Experience in client services, operations, or administrative roles within financial services, private banking, or wealth management preferred.
  • Strong knowledge of KYC, client due diligence, and regulatory compliance (SFC, CRS, FATCA, W-8BEN, AML).
  • Familiarity with suspicious transaction reporting and escalation procedures.
  • Bilingual proficiency in Mandarin and English required.
  • Excellent organizational skills and attention to detail.
  • Ability to manage competing priorities in a fast-paced environment.
  • Strong interpersonal and communication skills with a client-service mindset.
  • High ethical standards and sound judgment.
  • Bachelor's degree in Business, Finance, or related field preferred; SFC license is an advantage.

What's on Offer

  • Competitive salary package ranging from HKD 270000 to HKD 330000 annually.
  • Opportunity to work in a reputable financial services organization.
  • Exposure to a professional and structured working environment.
  • Potential for career growth and development within the banking and financial services sector.



If you are passionate about compliance and client service, this is your chance to advance your career. Apply now to become a part of this prestigious team.

Contact
Aiko Zhang
Quote job ref
JN-112025-6880775
Phone number
+852 2848 4712

Job summary

Function
Banking & Financial Services
Specialisation
Operations / Middle Office - Asset Management
What is your area of specialisation?
Financial Services
Location
Hong Kong
Job Type:
Permanent
Consultant name
Aiko Zhang
Consultant phone
+852 2848 4712
Job Reference
JN-112025-6880775

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.