Associate – Investor Services Associate – Investor Services …

Ping An of China Asset Management (HK) Co Ltd
in Hong Kong
Permanent, Full time
Last application, 22 Apr 21
Negotiable
Ping An of China Asset Management (HK) Co Ltd
in Hong Kong
Permanent, Full time
Last application, 22 Apr 21
Negotiable
Posted by:
Liya Jiang • Recruiter
Posted by:
Liya Jiang
Recruiter
Institutional Business Development (Investor Services Team)

Duties & Responsibilities

  • Manage the client on-boarding process including the negotiation of legal documents and the collection and verification of KYC/AML documents and forms from the clients/distributors
  • Coordinate the account set-up with other third parties
  • Work with clients and internal stakeholders to agree mutually acceptable investment management agreements, fees schedules and investment guidelines
  • Work on RFP/DDQ requests from clients/distributors with the support from other teams
  • Maintain the RFP/DDQ database
  • Prepare regular client and fund reports
  • Act as day-to-day client service contact for assigned group of clients and distributors to address clients’ queries/requests and coordinate clients’ transactions
  • Coordinate with fund administrators and finance team on trailer fees for distributors
  • Communicate regulatory change and business change to clients, distributors and internal stakeholders when appropriate
  • Attend client meetings and events as appropriate (including due diligence meetings)

Requirements

  • Bachelor's degree in business, economics, finance, or a related discipline.
  • At least 3 years of relevant experience in Client Servicing / Client On-boarding / RFP Writing in large asset management or fund companies
  • Mature with excellent communication and interpersonal skills
  • Able to work independently, strong sense of responsibility and a good team player
  • Highly accurate with good attention to details and able to multitasking and to pursue deadlines
  • Excellent command of both spoken and written English and Chinese
  • Knowledge of Excel macro is an advantage
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