Client Service Relationship Manager
Global Investment Strategy HK Limited
- Company Industries:Financial Services
Job Information
- Post Date:2019-06-03
- Career Level:Middle
- Location:Central
- Yr(s) of Exp:2 years
- Qualification:Matriculated
- Salary:Salary provided
- Employment Type:Full Time, Permanent
- Job Function:Order Processing & Operation / Settlement
- Benefits:Five-day work week, Performance bonus
Job Description
Global Investment Strategy has been a London - based provider of Securities Services to a global client base since 2004 and is now establishing an exciting new boutique Prime Services presence in Hong Kong . https://www.gishkltd.com/
We especially wish to hear from candidates with 2 – 6 year’s experience to join our team:
CLIENT SERVICE RELATIONSHIP MANAGER :
- Ensure client reporting obligations are fulfilled
- Provide clarification and / or escalation according to service needs
- Support client onboarding workflows with an emphasis on compliance
- Provide the middle office team with trade details where required
- Attend client meetings with senior business development colleagues
Candidate Requirements:
- Degree holder in Finance, Accounting, or business related disciplines;
- Possess professional qualifications either as a license holder of SFC or passed related examinations of HKSI and be able to be registered with the SFC
- Interest in learning additional asset classes with a solid foundation in transaction workflows for at least : either bonds, or equities, or futures
- At least two years’ experience in a regulated environment
- Experience in handling account opening and customer due diligence is preferred;
- Proficiency in written and spoken English is a must; candidates with written and spoken Chinese (including Putonghua) are preferred
Company Info
Global Investment Strategy has been a London - based provider of Securities Services to a global client base since 2004 and is now establishing an exciting new boutique Prime Services presence in Hong Kong . https://www.gishkltd.com/
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