Wealth Management - Client Service Manager - Mandarin Speaking (12-month contract)

Anton Murray Consulting; Sydney; On-site; AUD 120,000 - 180,000; Full time

Job summary

Anton Murray Consulting client, a leading global wealth management firm, seeks an equity markets focused Client Service Manager fluent in Mandarin for Sydney on a 12-month contract. You will support Private Client Advisors and HNW/UHNW clients in a high-volume setting, handling onboarding, AML/KYC, settlements, valuations, and reporting with meticulous accuracy.

The role requires RG146, strong markets knowledge, and excellent communication in English and Mandarin.

Qualifications

• Demonstrable RG146 qualification or willingness to study toward RG146.
• Knowledge of the financial advice process, markets and industry trends.
• Fluency in English and Mandarin (written and spoken).
• Experience in client service/ dealers/ adviser assistant roles preferred.
• Desire to work in a high-volume, time-pressured environment.

Responsibilities

• Handle administrative client queries and onboarding, including documentation and client records.
• Maintain client accounts and AML/CTF, KYC compliance.
• Manage IPOs and corporate actions allocation.
• Prepare client valuations, asset allocations and reporting.
• Assist in client asset transfers domestically and internationally.
• Process and monitor stock settlements and follow up on funds.
• Coordinate events for The Asia Practice and assist with translations.
• Liaise with internal stakeholders and contribute to process improvements.

Skills

Fluent Mandarin

Excellent communication

High attention to detail

Literacy & numeracy

MS Office

Organisational skills

Financial markets knowledge

Resilience & prioritisation

Goal-oriented drive

Education

RG146

Finance/Business/Economics degree

Tools

Praemium

Job description

Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Service Manager withnativeMandarin language skillsinSydneyon an initial12-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 Client Service/ 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
• 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

Sydney

Wealth Management

Contract or Temporary

Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Service Manager withnativeMandarin language skillsinSydneyon an initial12-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 Client Service/ 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.