Asset Management Client Success Associate

Seeds Talent Solution Limited; Hong Kong; Sur place; HKD 240 000 - 420 000; Plein temps

Résumé du poste

Seeds Talent Solution Limited in Hong Kong is seeking an Assistant Relationship Manager (Asset Management) to handle client requests, trade processing, and inquiries on operational issues. You will collect and prepare documentation for account opening, KYC, and risk profiling, ensuring client records are complete and up-to-date.

The ideal candidate has a university degree in business administration, at least two years in client service or operations, HKSI Papers 1,7,8, and knowledge of wealth

Qualifications

• University degree in Business Administration or related discipline.
• Minimum 2 years of related experience in client service, operations or sales support.
• HKSI Licensing Examination Papers 1,7 and 8 or equivalent.
• Experience and knowledge of wealth management or investment products will be highly preferred.
• Excellent communication, interpersonal and analytical skills.
• Ability to work under pressure and high problem-solving skills.

Responsabilités

• Handle clients request and instruction directly, including trade processing and inquiries on operational issues
• Collect and prepare documentations for account opening, KYC and risk profile of the clients
• Keeping clients profiles and documentation complete, accurate and up-to-date
• Ensuring new regulatory/internal policies are implemented and rolled up properly
• Alert Relationship Manager and/ or respective parties should special actions be required
• Maintain systems and controls to ensure the Bank comply with rules and regulations in accordance with SFC Code of Conduct and HKMA guidelines
• Provide other administrative support as required

Connaissances

Communication

Interpersonal skills

Analytical skills

Problem solving

Stress management

Formation

University degree in Business Administration

Description du poste

Seeds Talent Solution Limited in Hong Kong is seeking an Assistant Relationship Manager (Asset Management) to handle client requests, trade processing, and inquiries on operational issues. You will collect and prepare documentation for account opening, KYC, and risk profiling, ensuring client records are complete and up-to-date.

The ideal candidate has a university degree in business administration, at least two years in client service or operations, HKSI Papers 1,7,8, and knowledge of wealth