OneMain Financial Jobs

This role is responsible for client liaison within Wealth Operations Hong Kong. Key duties include handling agent and customer enquiries in a timely and professional manner, supporting client onboarding and maintenance, supporting transaction request, coordinating reporting, coordinating internally for relevant client responses / feedback, monitoring service quality and client experience, and ensuring compliance with relevant internal policies and procedures, and regulatory requirements.

Position Responsibilities:

• Provide counter service support and resolve customer enquiries professionally.

• Ensure all requests are handled accurately, compliantly, and within defined turnaround times and quality standards.

• Handle agent enquiries via phone and email.

• Collaborate with internal teams to achieve business goals and support operational needs.

• Oversee client onboarding and account maintenance processes, including KYC/AML review, name screening, client agreements, and investigations of suspicious transactions, ensuring compliance with company policies and regulatory requirements.

• Ensure client instruction processing adheres to fund cut‑off times and requirements from fund transfer agencies.

• Ensure internal service level standards and client experience are observed

• Ensure compliance with relevant internal policies and procedures, and regulatory requirement ie. FATCA/CRS reporting, AML policies and procedures.

• Distribute reporting to internal stakeholders on a timely basis.

• Maintain strong collaboration with stakeholders and support management‑assigned projects and team objectives.

Required Qualifications:

• Degree or Diploma holder.

• At least 5 years of relevant experience in wealth management or multi‑product distribution operations with nominee structure. (Candidates with less experience may be considered for Assistant Manager or Senior Officer.)

• SFC Paper 1 License is mandatory.

• Strong customer service and interpersonal skills.

• Quick learner with strong analytical and problem‑solving abilities.

• Self‑motivated, responsible, and able to follow through on commitments.

• Experience in processes and oversight of multi‑fund distribution operations with nominee structure.

• Experience in settlement processing, cash movement, cash reconciliation, and control, including payments between investors and fund houses.

• Knowledge and experience in AML ATF framework, regulatory requirement ie. FATCA and CRS reporting.

• Proactive, detail‑oriented, and committed to delivering high‑quality work.

• Proficient in Microsoft Office (especially Excel and PowerPoint).

• Experience with transfer agency systems, fund distributor operations, or portfolio accounting systems is an advantage.

• Excellent command of written and spoken English and Chinese.

When you join our team:

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see.

Acerca de Manulife y John Hancock

Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .

Manulife es un empleador que ofrece igualdad de oportunidades

En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a hr@manulife.com .

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