Wealth Management - Client Service Manager - Chinese speaking ( 12m contract)

Anton Murray Consulting; Sydney; On-site; AUD 120,000 - 160,000; Full time

Job summary

Anton Murray Consulting is recruiting a Wealth Management Client Service Manager for a 12-month contract in Sydney. The role focuses on equity markets with native Mandarin language skills to service HNW/UHNW clients and Private Client Advisors in a high-volume environment.

The successful candidate will demonstrate knowledge of financial advice processes, markets and industry trends, and will have RG146 qualifications. English and Mandarin fluency is required.

Qualifications

• Experience in wealth management or stockbroking preferred.
• RG146 certification or studying towards it is required.
• Knowledge of financial advice process, markets and industry trends.
• Ability to handle high-volume, time-critical client queries with discretion.

Responsibilities

• Facilitate administrative client queries and client onboarding.
• Maintain client accounts in line with AML/CTF, KYC regulations.
• Manage IPOs and corporate action allocations.
• Prepare client valuations, assets allocations and reporting.
• Assist with client asset transfers domestically and internationally.
• Process and monitor stock settlements and follow up on funds.
• Plan and assist Asia Practice client events and translations.
• Establish relationships with internal stakeholders and support departments.

Skills

Mandarin

Client service

Attention to detail

Microsoft Office

Communication skills

Organisational skills

Pressure management

Education

RG146 qualification

Finance/Business/Economics degree

Tools

Praemium

CRM systems

Job description

Wealth Management - Client Service Manager - Chinese speaking ( 12m contract)

Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Service Manager with nativeMandarin language skills in Sydney on an initial 12-month contract.

A key function of the role is the ability to deal confidently with Private Client AdvisorsandtheirHNW/ UHNW clients inahighvolume,timecriticalenvironment.Tobesuccessfulinthisrole you will need to demonstrate knowledge of the financial advice process, financial markets and product andindustry trends.Youwillneedtohaveahigh attention to detail and should be able to prioritise work accordingly and work well under pressure.

Ideally candidates for this role will have previous experience in a similar HNW Client Services / Dealers Assistant/ Advisers Assistant role and ideally have their RG146 qualification.

This is a 12-month contract role with the purpose to specifically deal with Chinese clients therefore the successful candidate will need to be fluent in English & Mandarin.

Key responsibilities include:

• Facilitation of all administrative client queries

• Client on-boarding, including preparation of account documentation, creation of client record in their systems.

• Arrange and assist with maintenance of client account and records, in line with current AML/CTF, KYC Regulations

• IPO and corporate action allocation management

• Preparation of client valuations, asset allocations and reporting as required

• Assist in client asset transfers, including cash, both domestically and internationally

• Process and monitor stock settlements, including follow up with clients regarding outstanding funds.

• Prioritise competing adviser requests in a fast-paced environment

• Assist with logistics and planning for The Asia Practice’s client events

• Provide ad hoc translation for marketing purposes

• Establish and maintain relationships with other internal stakeholders and departments

• Participate in department cross-training as required

• Participate in process development initiatives to increase efficiencies

• Proactively notify client/s and FA/s of any issues recommending a solution and timeframe

• Comply with the ethical standards contained within the Company Code of Conduct.

• Adhere to Company policies and procedures, regulatory and legislative requirements.

• Understand US and UK tax forms like W8BEN and CRS (preferable)

• Understand Opt In, FDS and Client Consent (ie FOFA) forms (preferable)

Key Skills/Knowledge:

• High attention to detail

• Strong literacy and numeracy ability

• Good knowledge of Microsoft Office Suite

• Strong organisational skills

• Management experience

• A fundamental knowledge of financial advice process, markets, and industry

• Excellent communication skills both verbal and written

• Fluent in written and spoken Mandarin

• Display a high level of resilience and strong ability to prioritise tasks

• Goal-oriented with demonstrated drive and initiative

Qualifications:

• Desirable tertiary qualification in Finance, Business or Economics.

• RG146 – if not held already a requirement to study towards

• Experience within wealth management, stockbroking or financial planning

• Understanding of Broking Platforms (Domestic and International)

• Understanding of Portfolio management platforms (e.g. Praemium) will be added advantage.

• Client Service Manager experience not mandatory but highly regarded

This role will be hired on an initial 12 Month contract and will be paid on a highly, competitive rate dependingon experience.

Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Service Manager with nativeMandarin language skills in Sydney on an initial 12-month contract.

A key function of the role is the ability to deal confidently with Private Client AdvisorsandtheirHNW/ UHNW clients inahighvolume,timecriticalenvironment.Tobesuccessfulinthisrole you will need to demonstrate knowledge of the financial advice process, financial markets and product andindustry trends.Youwillneedtohaveahigh attention to detail and should be able to prioritise work accordingly and work well under pressure.

Ideally candidates for this role will have previous experience in a similar HNW Client Services / Dealers Assistant/ Advisers Assistant role and ideally have their RG146 qualification.

This is a 12-month contract role with the purpose to specifically deal with Chinese clients therefore the successful candidate will need to be fluent in English & Mandarin.

Key responsibilities include:

• Facilitation of all administrative client queries

• Client on-boarding, including preparation of account documentation, creation of client record in their systems.

• Arrange and assist with maintenance of client account and records, in line with current AML/CTF, KYC Regulations

• IPO and corporate action allocation management

• Preparation of client valuations, asset allocations and reporting as required

• Assist in client asset transfers, including cash, both domestically and internationally

• Process and monitor stock settlements, including follow up with clients regarding outstanding funds.

• Prioritise competing adviser requests in a fast-paced environment

• Assist with logistics and planning for The Asia Practice’s client events

• Provide ad hoc translation for marketing purposes

• Establish and maintain relationships with other internal stakeholders and departments

• Participate in department cross-training as required

• Participate in process development initiatives to increase efficiencies

• Proactively notify client/s and FA/s of any issues recommending a solution and timeframe

• Comply with the ethical standards contained within the Company Code of Conduct.

• Adhere to Company policies and procedures, regulatory and legislative requirements.

• Understand US and UK tax forms like W8BEN and CRS (preferable)

• Understand Opt In, FDS and Client Consent (ie FOFA) forms (preferable)

Key Skills/Knowledge:

• High attention to detail

• Strong literacy and numeracy ability

• Good knowledge of Microsoft Office Suite

• Strong organisational skills

• Management experience

• A fundamental knowledge of financial advice process, markets, and industry

• Excellent communication skills both verbal and written

• Fluent in written and spoken Mandarin

• Display a high level of resilience and strong ability to prioritise tasks

• Goal-oriented with demonstrated drive and initiative

Qualifications:

• Desirable tertiary qualification in Finance, Business or Economics.

• RG146 – if not held already a requirement to study towards

• Experience within wealth management, stockbroking or financial planning

• Understanding of Broking Platforms (Domestic and International)

• Understanding of Portfolio management platforms (e.g. Praemium) will be added advantage.

• Client Service Manager experience not mandatory but highly regarded

This role will be hired on an initial 12 Month contract and will be paid on a highly, competitive rate dependingon experience.