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VP, Transfer Agency

FortisHill Consulting Limited Hong Kong
Posted 21 hours ago In-Office Job Permanent HK$65k - HK$80k
Our client, a leading HK Custodian & Trustee Company, is currently seeking a highly experienced and dynamic professional to join. As a VP, you will be responsible for overseeing and managing the transfer agency operations, ensuring efficient and accurate processing of client transactions and maintaining excellent client relationships. This is a senior leadership role that requires strong industry knowledge, exceptional management skills, and a strategic mindset to drive operational excellence and deliver exceptional service.

 

Responsibilities:

  • Oversee the end-to-end transfer agency operations, including investor onboarding, transactions processing, settlements, reconciliations, and reporting.
  • Develop and implement strategic initiatives to enhance operational efficiency, improve client experience, and drive business growth.
  • Ensure compliance with regulatory requirements and industry best practices, staying abreast of regulatory changes and implementing necessary updates.
  • Manage and develop a high-performing team, providing leadership, guidance, and mentoring to drive individual and team performance.
  • Collaborate with internal stakeholders, such as sales, legal, compliance, and finance, to ensure seamless end-to-end client service delivery.
  • Foster strong relationships with clients, understanding their needs and proactively addressing any issues or concerns.
  • Monitor service level agreements (SLAs) and key performance indicators (KPIs), implementing measures to continuously improve operational performance and meet client expectations.
  • Drive process enhancements and automation initiatives to streamline operations and enhance productivity.
  • Prepare and present reports to senior management, providing insights and recommendations on operational performance, risks, and opportunities.

Requirements:

  • Bachelor's degree in finance, business administration, or a related field. Advanced degree or professional certifications are a plus.
  • Extensive experience in transfer agency operations within the trustee or asset management industry.
  • Strong knowledge of regulatory requirements and industry best practices related to transfer agency operations.
  • Proven track record of managing and leading high-performing teams.
  • Exceptional client relationship management skills with a client-centric mindset.
  • Strategic thinker with the ability to drive operational excellence and implement process improvements.
  • Strong analytical and problem-solving skills, with the ability to analyze complex data and make informed decisions.
  • Excellent communication and presentation skills, with the ability to effectively interact with stakeholders at all levels.
  • Results-oriented with a focus on achieving targets and delivering high-quality service.
  • Ability to work well under pressure in a fast-paced, deadline-driven environment.
  • Strong understanding of technology and systems used in transfer agency operations.
  • Fluency in English and Chinese languages.
Job ID  040524
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