Account Management · Account opening · Hong Kong
Account Management (Account Opening & Maintenance)
Account opening and ongoing maintenance for institutional and related clients, so accounts are set up accurately and stay in good order.
The institution
The employer is not named. This is an account management seat, separate from sales coverage, focused on opening and maintaining client accounts.
The work
- Process client account-opening documents and check them for accuracy and compliance.
- Help run and streamline the account-opening process.
- Monitor periodic account reviews against internal guidelines.
- Assist with trading set-up and related account maintenance.
- Coordinate with sales, compliance, onboarding and other internal teams.
- Keep client records accurate and support related reporting.
- Resolve or escalate account queries promptly.
What they are looking for
- A master’s degree is preferred. A good bachelor’s degree with strong relevant experience will also be considered.
- Experience in account management, client onboarding or middle-office support at a securities firm or similar institution.
- Close attention to detail, and a working knowledge of the compliance requirements around account opening and maintenance.
- Fluent English and Mandarin is preferred.
- Strong organisation and proficiency in Microsoft Office.
- Able to work with both the front office and control functions.