Senior Asset Management Professional

2 weeks ago


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

We are seeking a highly skilled and experienced professional to join our team at Unicorn Advisor (HK) Limited. As a Client Service Specialist, you will be responsible for managing the administration and service execution of client accounts and investments.

Key Responsibilities
  • Account Management: Manage client accounts and investments, ensuring seamless service execution and exceptional client experience.
  • Due Diligence and Onboarding: Perform thorough due diligence and onboarding processes for clients and counterparties, maintaining compliance with regulatory requirements.
  • Database Management: Maintain accurate and up-to-date databases for clients and counterparties, ensuring efficient record-keeping and reporting.
  • Trade Execution and Reconciliation: Execute trades, monitor transactions, and perform reconciliation to ensure accuracy and transparency.
  • Regulatory Compliance: Adhere to rules and regulations set forth by the Securities and Futures Commission of Hong Kong, specifically Type 1, 4, and 9 licensed activities, as well as company regulation and compliance rules.
Requirements
  • Education and Experience: Degree holder with years of relevant working experience within an asset management business or finance institution, preferably in a private bank or wealth management company.
  • Language Skills: Good command of spoken and written English, Cantonese, and Mandarin languages.


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