Client Services Executive

2 weeks ago


Hong Kong, Hong Kong SAR China Schroders Full time

About Schroders

We’re a global investment manager managing over £700 billion of clients’ assets. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 5500 people on six continents. And we’ve been around for over 200 years but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper. We take immense pride in our culture and our reputation of being an employer of choice. It’s important to us that our people feel valued, included, and supported in their professional and personal growth.

By promoting flexible working, championing inclusion, and making health and wellbeing a priority, we have created the conditions for our people to thrive.

The base

You’ll be based in our Hong Kong office that’s located at Two Pacific Place.

Job Summary

We’re looking for a 5 months contract Client Services Executive to join our Client Services team and work under the direction of the Head of Client Services and part of the team to provide support for client due diligence, review presentations and projects.

Key Responsibilities

•Responsible for KYC/AML process for client on-boarding;

•Responsible for on-going/event driven client due diligence;

•Prepare presentations for investment review meetings and member briefings for review by respective Client Services Executive/Client Service Manager and Client Directors;

•Lead the review and streamline of the presentation preparation process to improve efficiency;

•Asist in global, regional and local projects.

Requirements

•3-5 years of relevant experience in the financial sector preferably in Asset Management.

•Experience in client due diligence of institutional and intermediary clients.

•Experience in client on-boarding.

•Experience in managing projects related to client group initiatives such as process enhancement.

•Enjoys interacting with clients and across teams internally.

We recognize potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.



  • Hong Kong, Hong Kong SAR China XO Full time

    Job Profile Vista is a fast-growing private aviation business, operating the world’s largest wholly owned large cabin private jet fleet, embracing the highest levels of service, safety, security, reliability, and value. From scheduling a flight, every detail is covered, from a particular bottle of wine or catering from a preferred restaurant to a...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Unlock Your Potential in Private BankingHSBC Private Bank is seeking a skilled professional to join our team as a Client Services Executive. In this role, you will be responsible for providing exceptional client service to high net worth individuals, supporting Relationship Managers to deepen client relationships and drive business growth.Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China XO Full time

    Job OverviewXO is a leading private aviation company that offers exceptional service to its clients. We are seeking a highly skilled Executive to join our Client Services team.Your ResponsibilitiesProvide exceptional service to clients, including handling flight bookings and ensuring optimal service quality and efficiency.Maintain an overview of all flights...


  • hong kong, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    Client Services Manager, Family Office (Ref. No.: 26433) Our client, a Financial Institution, is looking for high-caliber person to fill the position. Job Duties To source, on-board and manage relationships with clients such as family offices, UHNWs, corporate investors and other investor types Liaise and collaborate with Business Development team & Product...


  • hong kong, Hong Kong SAR China Classy Wheeler Limited Full time

    Our client is the leading prestige art handler and fine art’s storage provider in Asia and one of the world’s leading fine arts specialists. Job Description Handle customer enquiries and provide after-sales support to ensure customer satisfaction. Monitor project status and update control records. Provide suggestions to uplift service level. Job...


  • Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full time

    About the RoleThe Executive Client Success Manager is a strategic position that requires a customer-centric individual with exceptional leadership and communication skills. This role involves managing a team of client executives to deliver outstanding service and drive business growth in alignment with company objectives.Key ResponsibilitiesTeam Leadership:...


  • Hong Kong, Hong Kong SAR China HSBC Full time

    Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC...


  • Hong Kong, Central and Western District, Hong Kong SAR China HK001 Marsh (Hong Kong) Limited Full time

    Job Title: Senior Client ExecutiveAbout the Role:HK001 Marsh (Hong Kong) Limited is seeking a Senior Client Executive to join our team in Hong Kong. As a Senior Client Executive, you will be responsible for managing client relationships, developing and implementing client strategies, and providing risk advisory services to clients in the construction...


  • Hong Kong, Hong Kong SAR China HSBC Full time

    Job description Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. ...


  • Hong Kong, Central and Western District, Hong Kong SAR China State Street Full time

    Job Title: Client Service ManagerWe are seeking an experienced and exceptional individual to join our Client Service Team as Client Service Manager. As a member of the client service team and representative of that team, you will be responsible for navigating clients through the company by connecting them with the appropriate subject matter experts within...

  • Client Executive

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China Schroders Full time

    About SchrodersWe're a global investment manager dedicated to delivering exceptional investment performance to our clients through active management.Our purpose is to provide excellent investment performance to clients, and we believe that diversity of thought facilitated by an inclusive culture will allow us to make better decisions and achieve our...


  • Hong Kong, Central and Western District, Hong Kong SAR China CMB International Capital Corporation Limited Full time

    Main Responsibilities:As a Client Service Associate at CMB International Capital Corporation Limited, you will work closely with Relationship Managers to provide assistance in client management and services.Key responsibilities include:Managing daily administrative tasks, client servicing, and ensuring proper compliance guidelinesAssisting in client account...

  • Client Executive

    2 months ago


    Hong Kong, Hong Kong SAR China Schroders Full time

    About Schroders We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 4,000 people on six continents. And we've been around for over 200 years but keep adapting as society and technology changes. What...


  • Hong Kong, Central and Western District, Hong Kong SAR China State Street Full time

    Key Responsibilities:As a Client Service Manager, you will be responsible for navigating clients through the company by connecting them with the appropriate subject matter experts.Key Performance Indicators:Interact with all levels of professionals both internally and externally.Deliver highly valued services and solutions to clients.Manage activities in...


  • hong kong, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    Our client, a Multinational Private Bank, is looking for a high-caliber person to fill the position. Job Duties Support Relationship Managers in operational duties including taking investment orders, remittance, account documentation, and credit modifications. Provide client relationship building and account maintenance to facilitate the business of...


  • Hong Kong, Central and Western District, Hong Kong SAR China HK001 Marsh (Hong Kong) Limited Full time

    Job Summary:Maintain and develop client relationships in the construction industry, ensuring timely and effective communication.Key Responsibilities:Assist in the management of client/projects, ensuring timely and effective communication.Support the team in developing and implementing client strategies and insurance solutions tailored to the construction...


  • Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full time

    Compensation:We estimate the annual salary for this position to be in the range of $120,000 to $180,000, depending on experience and qualifications.About King Deux Search & ConsultingKDSC is a boutique executive search firm specializing in high-end talent solutions for financial services and commerce. Our mission is to deliver exceptional results that exceed...


  • Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full time

    About the RoleWe are seeking an experienced Strategic Client Service Manager to join our team at King Deux Search & Consulting. In this role, you will be responsible for providing exceptional customer service and managing a team of client executives dedicated to serving our premium clientele.Key Responsibilities:Team Leadership:Supervise and provide guidance...


  • Hong Kong, Hong Kong SAR China Schroders Full time

    About Schroders We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 4,000 people on six continents. And we've been around for over 200 years but keep adapting as society and technology changes. What...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    About HSBC Private BankHSBC Private Bank is a leading international private bank providing wealth, business, and family succession solutions in the largest and fastest-growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.A Career with ImpactAs a high-calibre professional joining our team as a Client...