锦鲤求职岗位描述
岗位职责
● Work with Sales closely for client onboarding, e.g. explain the documentation requirements to clients, and ensure the collection of client’s documentations are complete and accurate.
● Responsible for account opening and maintenance of Securities, Futures and related financial products business in timely manner
Input the commission schemes in the system.
● Conduct CDD review, KYC and AML checking, and ensure appropriate escalation to internal teams
● File and scan client documents orderly
● Handle inquiries from Sales and clients
● Review the data in systems and perform data cleaning when required
● Refine workflow to enhance efficiency and meet organizational and operational objectives
● Handle ad-hoc projects
岗位要求
● Full-time Master’s and PhD candidates graduating between January 2026 and Summer 2027;
● Strong interpersonal skills, handling client’s enquiries tactfully and skillfully;
● Fluency in English and Chinese (Mandarin and Cantonese) both verbal and written;
● Good knowledge of MS office package (Word, Excel, Powerpoint);
● Ability to deliver to a high standard under pressure and short deadlines;
● Ability to multitask and manage a high number of priorities;
● Previous experience in KYC/AML in a client facing environment is highly preferable.