CLIENT SERVICE & SALES SUPPORT

• Serve as primary day to day contact for all relationship activities, including daily ad-hoc enquiries and in-depth search of information, request for information regarding portfolios and operational related requests.

• Assist in new clients’ on board process, act as main coordinator and arrange with different internal departments. Perform KYC on new clients and ongoing KYC and due diligence for existing clients and ensure all clients documentation are properly recorded and saved.

• Ensure high quality regular and ad hoc client report to be delivered and respond to client’s enquiries in a timely manner.

• Assist in client events and any other client servicing or marketing activities to strengthen client relationships.

• Provide proactive support and communication to prospects & clients with respect to portfolio performance, attributes and provide update as necessary.

• Liaise and establish strong relationship with internal teams.

To be considered.

• Degree holder with a minimum of 0-3 years of relevant experience in areas of relationship management

• Strong interpersonal skills, ability to build the trust and confidence of clients.

• Strong knowledge of financial products.

• Fluent in English & Cantonese, Mandarin

• Preferably licensed with SFC for RA type 4,9 or be able to obtain by attending to licensing paper exams within a short period after joining

• Working knowledge of Microsoft Word, Excel, PowerPoint;