Our Financial Services firm would like to invite you as their Client Services Manager for their funds and trust business.

Job Responsibilities:

• Maintain and cultivate relationship with clients (fund managers) and service providers (banks, brokers, lawyers, and auditors)
• Day to day management of clients, including enquiry handling and delivery of services per the operating memorandum and service level agreements.
• Ensure that client enquiries are responded to in a polite and timely manner
• Review and monitor fund operations' accuracy to ensure initiatives are well-delivered
• Collect, Review and follow up all account opening documents, such as fund documents/agreement/bank forms/KYC items with relevant parties
• Perform KYC due diligence initial check on new client onboarding to comply with regulations and internal policies
• Work with internal stakeholders to ensure smooth service management and proactive management of client issues and requirements.
• Support direct supervisor and other team members in ad-hoc tasks

 Job Requirements:

• University graduated in Finance, Accounting or related disciplines
• 3-5 years relevant experience, preferably with offshore fund operations and/or administration or trustee
• Understanding of our client’s products such as accounting, valuation, custody, banking services and trust & fund administration
• Knowledge of investor KYC/AML procedures and transfer agency
• Good command of spoken and written English and Cantonese, Mandarin would be an advantage
• Excellent interpersonal and communication skills
• Good multi-tasking skills and problem solving, decision making skills, attention to details
• Ability to work independently while being a team player
• Immediate available would be an advantage

Candidate with less experience may consider as Client Servicing Officer

What you’re now to do:

If you are interested in this role, please click “Apply Now” for further processing.

If the above role opening is not your exact match, you can still send your CV via [email protected] uci.com.hk for further mapping suitable jobs from us.  Our consultants are welcome to give consultation advice.