A major Chinese-headquartered securities group with a well-established and growing Hong Kong platform is hiring an operations specialist to lead the institutional client onboarding function across its Brokerage and Global Markets desks.

What you'll do

1. Take full ownership of FI account openings from first contact through to go-live, coordinating documentation collection, running verifications, and making sure everything lands within agreed turnaround windows
2. Carry out routine compliance screening (sanctions lists, adverse media, tax classifications) and maintain clean, audit-ready client records
3. Stay on top of incomplete files and outstanding items, working directly with relationship managers and clients to close gaps quickly
4. Serve as the connective tissue between trading desks, legal, compliance, and settlement teams, preventing delays and keeping workflows moving
5. Support broader operational projects including system testing, data remediation, and workflow enhancements as the business grows

What you'll bring

1. 5+ years in financial services operations with direct experience onboarding institutional clients (brokerage, capital markets, or investment banking coverage is essential)
2. Solid grounding in FI documentation standards and AML/KYC regulatory requirements
3. A track record of handling heavy caseloads accurately and calmly under deadline pressure
4. Fluent English, Cantonese, and Mandarin (written and spoken)
5. Degree in IT, Computer Science, or a related field
6. A plus if you've worked with automation or AI tools in an ops environment