Onboarding Specialist / Assistant

Join the Financial Services industry as an Onboarding Specialist / Assistant and support the onboarding process for private wealth management clients. This opportunity offers a chance to contribute to a high-performing team within the Banking & Financial Services department.

Client Details

The employer is a large organization in the Financial Services industry, renowned for its expertise in Banking & Financial Services. The company values efficiency and professionalism in providing top-tier financial solutions to its clientele.

Description

• Assist in reviewing and organizing account opening documentation submitted
• Support basic document checks to identify missing information or inconsistencies and follow up with relevant parties as instructed
• Perform accurate data entry of client information into internal onboarding systems and workflows
• Assist in filing and maintaining account documentation in accordance with internal record‑keeping standards
• Help track outstanding documentation and support follow‑up prior to required deadlines
• Support post‑account opening administrative follow‑ups and expiry monitoring
• Provide general onboarding administrative support, including document scanning, data checking, form updates, system maintenance, and basic reporting

Profile

• University degree or equivalent education and/or relevant work experience
• 1-3 years of experience in banking, financial services, or operations support
• Experience in prior exposure to KYC or SOW is an advantage
• Ability to work in Chinese and English (reading and communication)
• Good communication skills and ability to work with multiple teams
• Detail‑oriented, organized, and able to work in a fast‑paced environment
• Fresh graduates with relevant internship experience may also be considered

Job Offer

• Opportunity to gain experience in the Financial Services industry.
• Work within a large organization known for its expertise in Banking & Financial Services.

If you are ready to take on this exciting Onboarding Specialist / Assistant role, apply now to join the team and make a meaningful impact in the Financial Services industry!