Assistant Client Relationship Manager
4 days ago
Key Responsibilities:
- Handle KYC review of the new clients and other issues related to client onboarding
- Promote investor services to institutional clients in relation to various fund and investment products, and authorized fund etc.
- Actively generate and grow business both from existing clients and potential targets
- Manage, develop and retain client relationship in a professional manner
- Perform ad hoc tasks and projects as assigned
- Degree holder in business, finance or relevant disciplines; CPA, ACCA, CFA, FRM is preferable
- At least 2 years relevant experience, preferably in asset management or banking industry
- Good understanding and knowledge of economy, law, finance, financial management, and be familiar with economic and financial laws and regulations and policies
- Good communication skills, good comprehensive analysis, coordination and negotiation ability
- Good command of spoken and written English, Mandarin and Cantonese
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