Institutional Client Service
7 days ago
A top tier Chinese Asset Management Company in Hong Kong Very strong background of investment team About Our Client This opportunity is with a large organization in the financial services industry, known for its extensive expertise in banking and financial services. The company offers a professional environment and is committed to providing high-quality services to its clients. Job Description As an Institutional Client Service professional, your main responsibilities will include: Act as day-to-day client service contact for assigned group of clients/distributors to address clients' queries/requests Provide after-sales support throughout clients' investment life cycle 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 client RFP/DDQ database Prepare regular client and fund reports Coordinate with fund administrators and finance team on trailer fees for distributors Communicate regulatory and business change to clients, distributors and internal stakeholders when appropriate Attend client meetings and events as appropriate Collaborate with internal and external stakeholders on fund/mandate related matters 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 The Successful Applicant A successful Institutional Client Service professional should have: Bachelor's degree in business, economics, finance, or a related discipline. At least 4 years of relevant experience in Client Servicing in asset management companies Mature with good communication and interpersonal skills Able to work independently, strong sense of responsibility and a good team player Good attention to details Excellent command of both spoken and written English and Chinese Knowledge of Excel macro is an advantage What's on Offer Competitive annual basic salary between HKD and HKD . Permanent position located in Central District. Opportunity to work in a large organization within the financial services industry. Collaborative and professional work environment. If you are passionate about providing excellent client service and have experience in the financial services industry, apply now to join this exciting opportunity in Central District #J-18808-Ljbffr
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Institutional Client Service
7 days ago
Hong Kong Island, Hong Kong SAR China Michael Page International (HK) Ltd Full timeJoin the financial services industry as an Institutional Client Service professional in Central District. This role focuses on delivering exceptional client service and supporting institutional clients request. This opportunity is with a large organization in the financial services industry, known for its extensive expertise in banking and financial...
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Client Services Manager
1 day ago
Hong Kong Island, Hong Kong SAR China aimHigher Consultancy Limited Full timeOur client is an international asset management firm. They are seeking a dynamic and experienced Client Services Manager to join their regional office in Hong Kong. Responsibilities Develop and maintain strong relationships with institutional clients, acting as the primary point of contact for inquiries and concerns. Oversee the client onboarding process,...
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Institutional Client Services Specialist
7 days ago
Hong Kong Island, Hong Kong SAR China Michael Page International (Hong Kong) Limited Full timeA leading Asian asset management company in Hong Kong is seeking an Institutional Client Service professional. You will manage client relationships, tackle inquiries, and ensure compliance with internal procedures. The ideal candidate should hold a Bachelor's degree in finance or related fields, have over 4 years of experience, and be proficient in both...
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Institutional Client Service
7 days ago
Hong Kong Island, Hong Kong SAR China Michael Page International (HK) Ltd Full timeA large organization in financial services is seeking an Institutional Client Service professional in Central District. The role involves acting as the primary client service contact, managing the client onboarding process, and preparing fund reports. Candidates should have at least 4 years of client servicing experience in asset management. This permanent...
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Hong Kong Island, Hong Kong SAR China 475 FIL Asia Holdings Pte Ltd HK Branch Full timeA global finance firm in Hong Kong seeks a Client Services Manager to oversee daily operations for institutional clients. This role involves acting as the primary contact for client needs, enhancing relationships, and ensuring client satisfaction. The ideal candidate will have at least 5 years of experience in financial services, excellent interpersonal...
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Institutional Client Service Officer
1 day ago
hong kong, Hong Kong SAR China ATFX Connect Full time2 days ago Be among the first 25 applicants Direct message the job poster from ATFX Connect HR Business Partner | Global Talent Acquisition | Talent Management | Executive Search | People Development & Culture Change | Digital Transformation… This middle-office role is pivotal in ensuring seamless coordination between front and back-office functions,...
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hong kong, Hong Kong SAR China Leadingnation Full timeA leading financial services firm in Hong Kong is seeking a Client Services Manager to oversee operations for a portfolio of institutional clients. The role focuses on delivering high levels of client satisfaction and collaborating with internal teams. Ideal candidates will have at least 5 years of experience in financial services and be fluent in Mandarin...
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Institutional Client Services
1 day ago
hong kong, Hong Kong SAR China Executive Access Full timeA global leading asset management firm is seeking a dedicated Client Servicing Professional to focus on institutional business needs, particularly in the Hong Kong and China markets. Candidates should have 5–7 years of financial sector experience, strong communication skills, and fluency in English and Mandarin. This full-time role involves supporting...
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Analyst/Associate, Client Services
2 weeks ago
Hong Kong Island, Hong Kong SAR China DBS Bank Full timeAnalyst/Associate, Client Services (Financial Institutional Group), Corporate Banking DBS Bank Business Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans...
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Client Services Manager
1 week ago
Hong Kong Island, Hong Kong SAR China 475 FIL Asia Holdings Pte Ltd HK Branch Full timeDescription Title Client Services Manager Department Regional Institutional Service Location Hong Kong Reports To Client Services & AML-KYC, Senior Manager, APAC ex Japan Level Manager We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other -...
