Client On-boarding Manager

  • HK$1m per annum
  • Hong Kong
  • Permanent, Full time
  • Aquis Search , EA Licence No: 16S8125
  • 29 Nov 17 2017-11-29

A global investment management company is looking for a Client Onboarding to ensure clients are on-boarded with required documents to meet bank policies and regulations


  • Work closely with custodians, clients and transition managers to ensure effective coordination to take on new clients within the region
  • Work closely with key internal partners to launch new products in the region
  • Perform sanction/background screening, trigger periodic CDD reviews as well as event driven reviews when needed
  • Identify and escalate alerts/suspicious transactions to Compliance for further assessment
  • Transition existing clients from one custodian to another in the region or globally


  • University degree in Accounting, Finance or business
  • Minimum 8 years of experience with client onboarding and/or transitions experience
  • Good understanding of the asset management industry
  • Solid written and verbal communication skills in English and Mandarin
  • Able to work under pressure in a team focused working culture

Please contact Andrew Tsang on +852 2537 0333 for a confidential discussion.