Chun Yeung Ko
@chunyeungko
Financial services professional with expertise in fund operations and compliance.
Hong KongWhat I'm looking for
As a financial services professional with over three years of experience, I specialize in fund operations, investor onboarding, and compliance, particularly in FATCA and CRS regulations. My journey has equipped me with a robust skill set in institutional client relations and KYC processes for crypto funds. I am passionate about algorithmic trading and have self-taught myself to analyze market trends effectively.
In my current role as a Fund Shareholder Administrator at Bolder Group, I focus on client-centric investor services, ensuring high satisfaction through efficient processing of fund transactions and resolving inquiries. I manage the end-to-end onboarding process for institutional and high-net-worth clients, ensuring compliance with AML/CFT regulations. My previous experiences in various roles have honed my ability to collaborate with stakeholders and maintain regulatory adherence, significantly mitigating legal risks.
My academic background includes a Bachelor of Commerce (Hons) in Laws and Business, which has provided me with a solid foundation in both legal and financial principles. I am eager to leverage my skills and knowledge in a dynamic environment that values innovation and compliance.
Experience
Work history, roles, and key accomplishments
Fund Shareholder Administrator
Bolder Group
May 2023 - Present (2 years 3 months)
Processed fund transactions (subscriptions, redemptions, switches) and resolved investor inquiries, ensuring high client satisfaction and retention. Managed end-to-end onboarding for institutional and HNW clients, including crypto funds, ensuring compliance with AML/CFT regulations. Acted as a liaison between investors, fund managers, and compliance teams to address discrepancies and improve opera
Company Secretarial Assistant - Private Wealth Services
Intertrust Group
Aug 2021 - Nov 2022 (1 year 3 months)
Assisted HNW clients with trust setups and corporate structures, providing tailored solutions for asset protection and investment strategies. Conducted due diligence on settlors/beneficiaries, ensuring seamless onboarding and ongoing compliance. Managed FATCA/CRS filings for international clients, deepening understanding of global financial regulations.
Corporate Services Assistant
Fiducia Management Consultants
Sep 2020 - May 2021 (8 months)
Provided company secretarial support to corporate clients, advising on governance and statutory requirements. Coordinated with regulators and banks to facilitate client transactions, showcasing problem-solving skills.
Summer/Part-time Teller, Customer Service
Bank of China (HK) Ltd.
Jul 2018 - Mar 2019 (8 months)
Delivered frontline banking services, handling counter transactions and customer inquiries. Identified customer needs for financial products and services. Ensured compliance with AML policies and supported back-office branch operations.
Education
Degrees, certifications, and relevant coursework
HUHong Kong Shue Yan University
Bachelor of Commerce (Hons), Laws and Business
2016 - 2020
Grade: Upper Second Honours
Completed a Bachelor of Commerce with Honours, focusing on the intersection of laws and business. Achieved Upper Second Honours, demonstrating strong academic performance in the program.
Tech stack
Software and tools used professionally
Availability
Location
Hong KongAuthorized to work in
Job categories
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