Discover your dream Career
For Recruiters

Investor Services(Associate)

Ping An of China Asset Management (HK) Co Ltd Hong Kong
Posted 5 days ago Permanent negotiable
Posted by
Tina Qiao

Duties & Responsibilities

  • Act as day-to-day client service contact for assigned group of clients or distributors to address clients’ queries/requests and coordinate clients’ requests
  • Manage the client on-boarding process including collection and verification of KYC/AML documents and forms from the clients/distributors
  • Coordinate the account set-up with other third parties
  • 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
  • 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)

 Other Support

  • Maintenance of all clients’ records
  • Compliance with all internal procedures
  • Communicate significant client issues internally and document/escalate as appropriate
  • Actively participate in internal meetings
  • Participate in client impacting business and regulatory driven projects and initiatives



  • Bachelor's degree in business, economics, finance, or a related discipline.
  • At least 3 years of relevant experience in Client Servicing 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
More Jobs From Ping An of China Asset Management (HK) Co Ltd
Ping An of China Asset Management (HK) Co Ltd
Multi-asset Execution Trader
Ping An of China Asset Management (HK) Co Ltd
Hong Kong
1 day ago Full time negotiable

Boost your career

Find thousands of job opportunities by signing up to eFinancialCareers today.
More Jobs Like This