Our client is a leading asset management firm with an unparalleled reputation across the Asia Pacific region. With the continued growth of the organization, the need has arisen to recruit outstanding candidate to join them.
Work as part of a team in providing efficient and effective client servicing and reporting support. Provide client servicing and reporting support to an assigned group of institutional and pension accounts. Prepare client reports and be responsible for managing the distribution process for all client reporting e.g. valuation and performance reports, management and performance fee invoices, factsheets, quarterly investment reports and economic outlook information and ensuring all deadlines are properly met. Prepare materials for client meetings and member briefings. Prepare and coordinate ad-hoc reporting as required by clients. Source data for and prepare responses to ad-hoc client requests and administration queries. Coordinate the rollover process for Defined Contribution pension scheme clients and ensure that all client procedures are up-to-date. Provide reporting support to distributors. Responsible for client on-boarding coordination including KYC checking and on-going due diligence KYC follow up. Work with various departments such as Investment support, Performance, Marketing, Legal and Compliance and Operations, to ensure that proper client records are set up in all systems and any changes to client details are made on a timely and accurate basis in line with internal procedures. Ensure proper filing of all client records in line with internal and external requirements, meeting notes and update client relationship management system. Coordinate the signing of legal documents according to internal procedure.
To be considered, you will be an university graduate with a minimum of 6 years of client servicing experience in asset management or other financial institutions. Previous experience in MPF business would be a plus. Sound communication and interpersonal skills in English and Cantonese.
Interested applicants should send a detailed resume to Michelle Ho by email to firstname.lastname@example.org quoting reference eFC3418.
(Applicants not contacted within 4 weeks should consider their application unsuccessful.)