Transfer Agency Lead – HK/Regional Operations

Apex Group Ltd (UK Branch); Hong Kong; Presencial; HKD 900.000 - 1.300.000; Jornada completa

Descripción de la vacante

Apex Group is seeking an experienced Senior Manager to lead Transfer Agency operations in Hong Kong while supporting regional service delivery across Hong Kong and Shanghai. The role ensures operational excellence, maintains strong client relationships, and provides leadership and technical guidance to the TA team.

You will oversee fund structures including HK OFCs, LPFs, Cayman funds, and private funds, with AML/KYC, FATCA/CRS compliance and ongoing risk management as core responsibilities.

Formación

• Bachelor's degree in Finance, Accounting, Business, Law or related discipline.
• Minimum 6-8 years of Transfer Agency, Fund Administration or Investor Services experience.
• Minimum 2 years in a managerial or leadership role.
• Strong understanding of alternative investment fund operations and investor servicing.
• Extensive experience in AML/KYC onboarding and ongoing due diligence.
• Strong working knowledge of FATCA and CRS requirements.
• Demonstrated experience supporting Hong Kong OFC and LPF structures.
• Demonstrated experience supporting Cayman mutual funds and private funds.
• Strong client relationship management and stakeholder management skills.
• Excellent communication and presentation skills.
• Ability to manage multiple deadlines and competing priorities.

Responsabilidades

• Oversee day-to-day Transfer Agency operations for Hong Kong and assigned regional clients.
• Ensure timely and accurate processing of subscriptions, redemptions, transfers, conversions, distributions and capital activity.
• Review and approve complex investor transactions and exception items.
• Manage operational risks and ensure adherence to internal controls and procedures.
• Act as escalation point for operational issues and client enquiries.
• Drive operational efficiency, process enhancements and service quality improvements.
• Lead operational service review meetings and client discussions.
• Manage client escalations and deliver effective solutions in a timely manner.
• Support business development initiatives and participate in new client onboarding.
• Build and maintain strong relationships with clients, auditors, legal counsel, investment managers and other stakeholders.
• Provide technical oversight on investor onboarding and ongoing due diligence.
• Review investor tax classifications and self-certifications.
• Support FATCA and CRS reporting obligations for Cayman and Hong Kong fund structures.

Conocimientos

Client relationship management

Communication & presentation

Educación

Bachelor's degree in Finance, Accounting, Business, Law or related discipline

Descripción del empleo

Apex Group is seeking an experienced Senior Manager to lead Transfer Agency operations in Hong Kong while supporting regional service delivery across Hong Kong and Shanghai. The role ensures operational excellence, maintains strong client relationships, and provides leadership and technical guidance to the TA team.

You will oversee fund structures including HK OFCs, LPFs, Cayman funds, and private funds, with AML/KYC, FATCA/CRS compliance and ongoing risk management as core responsibilities.