MAKING SUCCESS STORIES HAPPEN
 

Job Title: RWA Representative 

Location: Hong Kong

Overview

We are recruiting a detail-oriented and client-focused RWA Representative to support a financial services team in Hong Kong. In this role, you will help manage day-to-day client servicing and operational support related to RWA products and initiatives, ensuring accurate handling of documentation, timely updates, and strong adherence to internal procedures and regulatory requirements.

Key Responsibilities

  • Client Support & Service Delivery:
    Serve as a key point of contact for clients and internal stakeholders; respond to inquiries professionally and maintain a high standard of service.

  • Operational Coordination:
    Support end-to-end processing of client-related requests, including documentation handling, status tracking, and follow-ups to ensure smooth execution.

  • Documentation & Record Management:
    Prepare, review, and maintain accurate records and supporting documents in line with internal policies and audit requirements.

  • Compliance & Controls Support:
    Perform or support routine compliance-related checks within your scope (e.g., data completeness, documentation accuracy), and escalate issues promptly to the relevant team.

  • KYC / AML Assistance (if applicable):
    Support collection and validation of client information according to established procedures, and ensure records are maintained appropriately.

  • Process & Case Management:
    Maintain case logs, manage timelines, and coordinate with internal functions to ensure timely resolution of client matters.

  • Cross-functional Collaboration:
    Work closely with operations, compliance, and business teams to ensure client requests are handled efficiently and correctly.

  • Reporting & Administration:
    Prepare reports and updates as required; support management with operational dashboards and administrative tasks.

  • Quality & Accuracy:
    Ensure all activities are performed with strong attention to detail, confidentiality, and adherence to internal governance.

Qualifications

  • Education: Bachelor’s degree or above in Finance, Business Administration, Economics, Accounting, Law, or a related discipline (or equivalent).
  • Experience: 1–3 years of experience in financial services, client servicing, onboarding, or operations (experience in wealth management, investment services, or fintech is a plus).
  • Regulatory Mindset: Demonstrated understanding of the importance of compliance, controls, and professional conduct in a regulated environment.
  • Communication Skills: Strong written and spoken English and Cantonese; Mandarin is an advantage.
  • Operational Skills: Strong organization, time management, and attention to detail; able to manage multiple tasks simultaneously.
  • Tools: Proficient in MS Office (Excel/Word/PowerPoint) and comfortable working with internal systems.
  • Licenses/Registrations: Relevant licenses/registrations may be required depending on role duties and will be confirmed during screening/interview. Candidates should be prepared to comply with any required regulatory requirements for the position.

What We Offer

  • A client-facing role within a professional financial services environment.
  • Exposure to real-world asset operations and structured internal processes.
  • Competitive compensation and benefits package (details shared during interview).
  • Training and onboarding to support success in the role.

How to Apply

Please submit your CV and a brief cover note outlining your relevant experience in financial services/client servicing/operations, your availability, and salary expectations. Shortlisted candidates will be contacted for the next steps.

立即申請: RWA Representative
參考編號: GC876211

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RWA Representative
Hong Kong, Hong Kong Island | Permanent