Sales Support/ Client Servicing
CACEIS Hong Kong Trust Company Limited
- Company Industries：Financial Services
Job Information
- Post Date：2022-07-04
- Career Level：Middle
- Location：Admiralty
- Yr(s) of Exp：3 years
- Qualification：Degree
- Employment Type：Full Time, Permanent
- Job Function：Banking / Finance Fund Management Sales CS & Business Devpt Account Servicing &
- Benefits：Dental insurance, Life insurance, Medical insurance, Performance bonus, Five-day work week
Job Description
- Play a supportive role in assisting the business development manager (BDM)
- Establish the list of target prospects and action plan for the following weeks
- Negotiate, after validation by MD, servicing proposal : initial pricing offer, fee proposals, renegotiations
- Perform the due diligence to ensure the client is compliant with the Bank’s requirements and present the file to the Risk and Compliance Committee for approval
- Ensure that the product agreed with the client is feasible from an operational, legal and compliance point of view
- Ensure that the Fund Structuring Department prepares agreements, contracts, appendices and their updates
- Coordinates RFPs he / she has in charge as a project leader and performs a quality check of the document
- Initiate and maintain regular contacts with lead generators in his / her markets, as well as locally
- Ensure the update of prospect’s and client data in E-deal, including planned
- meetings, call reports and servicing proposals
- Participate (with BDM) in seminars, conferences and other meetings linked to his / her activity and scope
- Participate in product campaigns linked to clients
- Participate in internal presentations and trainings to better understand CACEIS’ product offer, regulatory environment modifications, and operational improvements (whether organisational or IT)
- Support all customer complaints and ensure solutions made on time, independently or in collaboration with the operational teams concerned.
- Answer questions and respond to requests for information relating to customer services provided by CACEIS and follow up on possible developments.
- Ensure regular reporting to the BD team and communicate any important or relevant matters in the context of the business relationship with customers.
- Provide qualitative monitoring of customer relations based on the importance to CACEIS
- Ensure the dissemination to clients of operational procedures and documents (Operating Memorandum) validated by operational departments
- Identify potential beneficial adjustment needs and settings in the interest of the client and CACEIS to streamline business processes
- Provide and implement all measures to ensure the best possible interaction with stakeholders to the extent that is possible
- Degree holder, with a major in business/finance or related fields
- Knowledge of the fund industry and financial markets participants
- Knowledge of activities and functions linked to Fund Administration and Custodian Bank
- Fluent written and spoken English. Fluent Mandarin. Cantonese an advantage..
- Client service focus
- Negotiation skills
- Highly developed written and verbal communication ability
- Strict sense of professional ethics
- Word, Excel, Powerpoint,Outlook
Company Info
If you are looking for a career at a global bank that offers a dynamic environment rich with challenges and opportunities, join CACEIS to unfold a high flying career as you see your potential developed, performance recognized and effort rewarded. Be part of our team with an incessant quest for excellence, as it is what drives the growth of our business and at the same time your career.
CACEIS Hong Kong
CACEIS is an asset servicing banking group and a solid business partner with an innovative service offer. Co-owned by Crédit Agricole S.A. and Santander, CACEIS services institutional and corporate customers worldwide. We are France’s premier investor services provider and a leading global player.
Through a network of offices across Europe, North America and Asia, CACEIS delivers high quality services covering depositary/trustee - custody, clearing and execution, fund administration, transfer agency, and corporate trust.
Considerable expertise in Alternative Investment servicing gives CACEIS a ranking among the top 10 global service providers for these sophisticated funds. We also offer a range of specialist services including cross-border fund distribution support, designed to assist clients in achieving their international business development goals.
CACEIS Hong Kong is acting as the Group's operational hub for Asia. Due to fast expansion of our business, we are having the following opening:
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