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Officer, Client Service Management

Job Information

  • Post Date:2024-05-12
  • Location:Hong Kong
  • Employment Type:Full time
  • Others:Client Servicing for VIP clients
    Control and compliance
    Trust documentation
  • Job Function:Settlements  

Job Description

Our client, a well-established Company in Hong Kong, is looking for a high-calibre candidate to join their Group: 

 

Responsibilities: 

  • Assist in the Client On-Boarding process, preparing necessary documentation, and facilitating related transactions.
  • Carry out client servicing activities, which include processing transactions, maintaining records, and generating reports.
  • Provide support during the Annual Review process with Trust clients, and assist in preparing or updating associated documentation.
  • Prepare documentation required for injecting new assets.
  • Maintain well-organized physical and electronic filing systems for all trust documents and transaction records, ensuring compliance with statutory guidelines.
  • Coordinate incoming Stewardship Service requests and maintain effective communication with vendors and service providers to ensure the delivery of high-quality services.

 

Requirements:

  • Degree holder
  • Minimum of 1-2 years of working experience.
  • Experience in trust services or caring industry services, such as caring homes or elderly homes, is preferred.
  • Familiar with relevant regulatory requirements and market practices.
  • Self-initiative and able to work independently with good time management.
  • Good team player with excellent interpersonal and communication skills.
  • Good report writing skills in Chinese and English. 
  • Good command of both spoken English and Chinese (including Mandarin).

 

Interested candidates please forward your resume (in MS Word format) together with current and expected salary details by clicking the Apply Now button.

Company Info

Talent Axis Management Consulting Group Limited

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