Client Services Assistant Manager/Manager, Asian-Based Family Office
Projob21.com Ltd.
Hong Kong Island
HKD 400,000 - 600,000
Job description
Client Services Assistant Manager/Manager, Asian-Based Family Office
Expansion Headcount in the HK Office
Sales assistant, operations & regulatory support
Friendly working environment
Our Client
Representing our Asian-based family office and SFC-regulated entity, with offices located in Hong Kong, Taiwan, and SE Asia, to search for a trilingual client services Assistant Manager /Manager
Job Duties
Assisting Relationship Banker(s) to provide high-quality services to high-net-worth individual clients in Greater China, SE Asia, and Hong Kong Markets
Resolving daily enquiries from affluent professional investors
Participating in ad hoc regional and local projects
Requirements
Degree holder with at least 4 years of relevant sales support experience acquired from International Private Banks, Global Markets, or Wealth Management Groups
Sound investment fund products knowledge
Well familiar with operations flow from front to back office
Fluently written and spoken English and Mandarin
Proven organization skills with strong attention to detail
Excellent interpersonal and communication skills
With valid HKSI Paper 1, 7 and 8 or equivalent
In this role, you will be responsible for monitoring and analyzing investment risks across a diverse portfolio of assets. You will work closely with senior management and fund managers to develop risk management strategies and ensure compliance with regulatory requirements. Participate in ad-hoc global/regional projects to facilitate the new fund launch in the Greater China region. You will be responsible for analyzing business requirements, identifying needs, and translating them into effective technology solutions. You will collaborate with cross-functional teams to specify system requirements, design and implement solutions, and provide ongoing support and guidance throughout the development process.
Cross Asset Classes of Dealing Team Lead
Global Banking with Comprehensive Bank Benefits
Excellent Worklife Balance & Job Security
Reporting to Regional Head of Dealing & partner with a professional team of cross-asset classes of investment advisors
Accountable for timely equities, fixed income and structured products trade execution by collaborating with experienced private bankers for external UHNW families & clients for AP/Greater China region
Facilitate regional and global new business/products and regulatory related initiatives
Sales assistant, operations & regulatory support
Friendly working environment
Manage daily trust administration and ongoing operations including vesting of shares, injection/distribution of assets, incorporation of holding company, bank account openings
As the key gatekeeper in reviewing trust and KYC documents in accordance with proper compliance
Maintain client relationships and conduct regular reviews to cope with clients’ trust needs