Client Service Associate - Leading Asset Management Firm Client Service Associate - Leading Asset  …

Michael Page
in Hong Kong
Permanent, Full time
Last application, 27 Nov 20
456000
Michael Page
in Hong Kong
Permanent, Full time
Last application, 27 Nov 20
456000
• Market-leading salary package with benefits • Welcome Transfer Agent candidate
About Our Client
My client is a reputable asset management company licensed by SFC to conduct Type 4 and Type 9 regulated activities.

With a top-tier team with extensive domestic and overseas asset management experience, they have built a full range of fund products based in the Hong Kong market with global outreach. They are committed to offering high-quality asset management services for institutions and professional investors.

Job Description
  • Conduct KYC/AML reviews upon client account opening and provide periodic updates
  • Take initiatives in driving efficiency in the fund operations services to clients
  • Liaise with the Transfer Agent (TA) function of external fund administrator
  • Handle the full process of client accounts opening, assist clients on subscription and redemption, respond to client enquiries
  • Prepare regular newsletters for clients and fund investors
  • Assist management in identifying process improvements and driving work flow efficiency


The Successful Applicant
  • Bachelor's degree or above, major in Economics, Finance, Accounting or a related discipline
  • Minimum 2 years of relevant experience in TA function at a fund administrator or client service function in a fund management firm
  • Ability to drive and coordinate client requests across functions
  • Attention to detail and adherence to policies and procedures
  • Self-starter with the ability to work effectively under pressure and demonstrate initiative
  • Team player with strong interpersonal and communication skills (fluent in Mandarin and English)


What's on Offer
  • Top-tier team with extensive asset management experience
  • Reputable brand name and steadily growing business
  • Dynamic culture and supportive management
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