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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 Konghttps://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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