Client Service Officer Client Service Officer …

Shanghai Greenwoods Asset Management Limited 上海景林资产管理有限公司
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
negotiable
Shanghai Greenwoods Asset Management Limited 上海景林资产管理有限公司
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
negotiable
A reputable Asia hedge fund manager is looking for a Client Service Officer to serve investors.

Requirements:

• Minimum 3-years job experience with a fund management company (ideally equities long/short hedge fund management company, instead of long-only management company), private bank, or wealth management company, doing client service
• Solid knowledge about long/short fund products, fund accounting (equalization credit, series accounting), and Bloomberg system
• Bachelor degree holder in Finance, Marketing, Business or related major
• Strong communication and client relationship management skills
• Good teamwork, independent, proactive with positive and hands-on attitude,  able to meet tight time line in a dynamic and fast-paced environment
• High proficiency of Microsoft Excel, Word, and Powerpoint
• Good command of written and spoken English and Chinese (Putonghua a must).

Job duties:
• Respond to existing and prospective investors on inquiries about topics such as fund performance and investment value etc., in a timely and professional manner
• Go over fund terms with prospective investors, assist investors to fill in subscription and redemption documents, and review documents for KYC and AML purposes
• Liaise with fund administrators and clients to solve issues in areas such as wire transfers during the subscriptions and redemption process
• Assist IR team and marketing team to maintain relationship with investors and clients;
• Generate various reports using Excel and systems such as Bloomberg on investors and investment portfolios
• Prepare and update documents such as marketing materials and fund newsletters for investor DD meetings, marketing events, seminars, and conferences 
• Other work assigned by the management

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