Client Service Specialist

2 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

Responsibilities

  • Managing the administration and service execution of client accounts and investments;
  • Performing due diligence and onboarding of clients and counterparties;
  • Managing client and counterparty databases;
  • Executing trades, monitoring and reconciliation;
  • Adhere to rules and regulations set forth by the Securities and Futures Commission of Hong Kong with regards to Type 1, 4 and 9 licensed activities, and the regulation and compliance rules of the Company

Qualifications

  • Degree holder with  years of relevant working experience within an asset management business or finance institution ideally in a private bank or wealth management company
  • Good command of spoken and written English, Cantonese and Mandarin


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