Job duties
- International Asset Management Company
- Excellent Career Opportunity
Our client is an international asset management firm with an unparalleled reputation across the Asia Pacific region. With the continued growth of the organization, the need has arisen to recruit a high calibre candidate to join them.
Act as day-to-day client service contact through phone, email, etc. for intermediaries including banks, insurance companies, platforms, IFAs etc., proactively maintain and strengthen relationship with existing and prospective intermediaries. Manage agreement liaison, client review, on-/off-boarding and account related changes according to the internal and regulatory requirements. Handle quality client reporting and data updates in a timely and professional manner to ensure accuracy and compliance under tight deadline. Inform intermediaries of changes on products and dealing procedures, and liaise with clients, internal departments and networks on resolving any outstanding issues timely. Implement new initiatives and adapt to changing conditions swiftly with an open mind. Communicate significant client issues internally and document/escalate as appropriate. Take initiative in identifying market intelligence, work on client impacting business and regulatory driven projects and initiatives to driving client excellence and enhance team efficiency.
To be considered, you should be a degree holder in with a minimum of 6 years of client servicing, sales support or related experience in a front office environment, preferably within financial institution. Background in Asset Management or Mutual Funds related fields like Securities Services is strongly preferred. KYC/AML and On-boarding experience is a plus. Excellent people management skills with experience in coaching and developing teammates. Experience in working with external clients as well as internal multinational / multilingual stakeholders independently with minimal supervision. Proficient in market data applications, Microsoft Words, Excel & PowerPoint. SFC License Type 1 is required. Strong verbal and written communication skills in Cantonese, Mandarin and English.