# Client Onboarding

> Fuku · Hong Kong, Hong Kong · Full-time · Posted 2026-05-28

**Workplace:** on_site

## Description

Job Responsibilities  
  
\- Manage the full onboarding and account opening process for high-net-worth individuals, corporate, and family clients. This includes client admission, document verification, account setup, and service activation to ensure a smooth onboarding experience.  
\- Collect and verify client KYC/AML documents, identity proofs, asset records, and agreements. Complete compliance checks, document filing, and system entry in accordance with SFC of Hong Kong requirements.  
\- Coordinate with business, compliance, risk control, operations, and partner private bank teams to resolve issues during onboarding and track progress.  
\- Explain service offerings, asset management solutions, contract terms, trading rules, and compliance requirements to clients. Provide training and daily support to maintain high-net-worth client relationships.  
\- Maintain onboarding records, compliance files, and business data. Collect client feedback and propose process optimization solutions.  
\- Strictly comply with Hong Kong financial industry confidentiality rules and protect client information.  
\- Prepare regular client data reports and support compliance reviews.  
  
Job Requirements  
  
\- Bachelor’s degree or above, preferably in Finance, Economics, Law, Business Administration, or related fields.  
\- At least 3 years of working experience in client onboarding, account opening, KYC/AML compliance, high-net-worth client service, or private banking/wealth management. Experience in Hong Kong financial institutions is a plus.  
\- Familiarity with SFC regulatory requirements, KYC/AML procedures, and high-net-worth client service standards. Understanding of family office or External Asset Management (EAM) business is preferred.  
\- Fluent in written and spoken English and Chinese, with the ability to communicate independently with global clients.  
\- Meticulous, responsible, and resilient, with strong coordination and problem-solving skills.  
\- Proficient in MS Office; experience with CRM or financial business systems is an advantage.  
\- Strong compliance awareness, service mindset, and professional ethics.

## Apply

[Apply at Fuku](https://apply.workable.com/fuku/j/A0EB46E40E/apply)

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