Client Services Associate/Manager, Asset Management
Hong Kong, Hong Kong

Client Services Associate / Manager, Asset Management Description Job responsibilities : To on boarding the clients and be responsible for account opening KYC and FATCA documents Collection and regular update Coordinate with respective teams (Investment, Compliance, Middle Office, Risk and Finance etc) to finalise IMA and Investment Guidelines Coordinate the preparation of meeting materials (performance and portfolio data / portfolio activity and strategy / market review and outlook) for Asian portfolio reviews Ensure the accuracy, consistency and quality of the materials Conduct meeting preparation with Sales and PM team to decide key message to deliver Attend and sometimes lead client portfolio review meetings Organise (including the coordination of Fund Management team and reporting teams of all the Investment Institutional format for mutual funds reporting Update of files (performance / quantitative portfolio data) for institutional reporting and reporting for mandates for Hong Kong clients Liaise with fund managers for fund managers’ comments This involves on-

going efforts to improve the content and format of standard reports as well as to develop further the automation of such production and avoid tailor-

  • made reports Job Requirements : Full time bachelor degree or any related disaplines 5+ years working experience; ideally coming from asset management;
  • open for candidates with custody client servicing background Experience to on board institutional clients Team work Good English, Mandarin and Cantonese Country Hong Kong Company MNC Salary From US$60,000 Working Hours Full-

    Time Contract Permanent Categories Sales Support / Customer Service Industries null

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