Client Relationship Manager
15 hours ago
iCapital's innovative financial technology platform has revolutionized the way advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.
We are seeking a highly skilled Client Delivery Specialist Associate to join our Data Solutions team in Hong Kong. This role will involve setting up and maintaining financial software applications, assisting clients with issues, working on special projects, and helping with ad-hoc tasks associated with building an innovative company.
Job Description- Key Areas of Responsibility:
- Financial Analysis:
- Analyze portfolio performance results and provide explanations
- Conduct account level reconciliation, research, and resolution of breaks, cancels, and corrects
- Perform analysis of private equity and hedge fund statements for input into the system
- Client Support:
- Client onboarding and training
- Day-to-day support and issue management
- Software Maintenance:
- System setup and configuration
- New client setup and account creation
- Data feed management and custom report generation
- Liaise with vendor partners for enhancements and system issues
- Prioritize individual and communal work to ensure project completion on time and to detailed specifications
- Establish operational effectiveness through policy, procedure, and control development
- 3-5 years of experience in a related field
- Bachelor's degree from an undergraduate program
- Excellent customer service skills and relationship-building abilities
- Strong understanding of financial instruments and RIA/Wealth management policies
- Experience working with wirehouses or custodians
- Proactive problem-solving and organizational skills
- Detail-oriented with the ability to learn new software quickly
- Familiarity with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms
- Basic knowledge of database concepts and programming principles
- Fluency in Chinese (Mandarin & Cantonese) and English required
- Financial Analysis:
-
Client Relationship Management Specialist
15 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China DFS Group Ltd Full timeJob OverviewDFS Group Ltd is seeking a highly motivated Client Relationship Management (CRM) Intern to join its Global CRM Engagement team. This exciting opportunity will provide hands-on experience in customer journeys, digital product, and content design across CRM channels leveraging data insights.
-
Business Development Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob Description:As a seasoned professional in the financial industry, we are seeking a skilled Business Development Manager to join our team at Bank of China (Hong Kong) Limited. In this pivotal role, you will be responsible for promoting investor services to institutional clients and fostering long-term relationships with key stakeholders.Key...
-
Client Relationship Strategist
15 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Meta Full timeAbout the Role">We are seeking an experienced Digital Solutions Manager to join our team in Greater China. As a strategic solution-driver and business consulting specialist, you will be responsible for developing and executing comprehensive solutions for our clients, leveraging your expertise in digital marketing and advertising to drive business growth....
-
Client Relationship Executive
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeCompany OverviewHang Seng Bank Limited is a leading financial institution in Hong Kong, committed to service excellence and customer satisfaction. Our team of dedicated professionals work tirelessly to provide best-in-class products and services to our valued customers. Job DescriptionWe are currently seeking a high-calibre Client Relationship Executive to...
-
Client Relationship Specialist
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China GUM | Your MPF & EB Expert | Hong Kong Full timeTransform Your CareerAre you ready to take your career to new heights? GUM | Your MPF & EB Expert | Hong Kong is a leading consulting firm in the Health and Wealth Industry, offering MPF solutions and financial consulting services with over 42 years of market experience. Our commitment is to empower individuals to achieve their goals and aspirations.At GUM,...
-
Luxury Client Relationship Ambassador
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeCompany OverviewCiti is a global bank with a rich history of connecting people across the globe. With over 200 years of experience, we have built an unparalleled network that provides a broad range of financial services and products to our clients.Job DescriptionWe are currently seeking a highly skilled Luxury Client Relationship Ambassador to join our team...
-
Senior Client Relationship Manager
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeCompany OverviewCiti is a leading global financial services company with a rich history spanning over 200 years. Our mission is to serve our clients' needs by providing a broad range of financial services and products.
-
Private Markets Relationship Manager
15 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Polymath Search Full timeAs a Private Markets Relationship Manager, you will play a critical role in building and maintaining relationships with clients and prospects in the private markets sector. Your primary responsibility will be to execute the business development strategy for the region, which includes responding to RFPs, conducting due diligence, and negotiating deals.This is...
-
Strategic Client Manager
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time**Job Overview:**We are seeking a seasoned Relationship Manager to join our Private Wealth team at Bank Of China (Hong Kong) Limited. As a key member of our branch network, you will be responsible for building and maintaining long-term relationships with high net worth individuals and corporations.Main Responsibilities:Develop and execute strategies to...
-
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob Description:We are seeking an exceptional Strategic Private Banking Relationship Manager to join our team at Bank of China (Hong Kong) Limited. As a key member of our Private Banking division, you will be responsible for managing and developing high-net-worth individual relationships, providing comprehensive and tailored banking services.About the...
-
Strategic Client Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeCiti OverviewAt Citi, we're committed to connecting people and businesses across the globe. With a history spanning over 200 years, our unparalleled global network enables us to provide a broad range of financial services and products to clients worldwide.Sales and Relationship BuildingWe're seeking a highly skilled Strategic Client Manager - Wealth...
-
Transaction Banking Relationship Manager
15 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Standard Chartered Full timeJob DescriptionAs a Transaction Banking Relationship Manager at Standard Chartered, you will play a crucial role in managing the bank's relationship with key clients across various products. Your primary responsibility will be to develop and maintain strong relationships with senior stakeholders, ensuring that their needs are met and exceeded.Key...
-
Senior Relationship Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeCompany OverviewCiti is a global financial institution with over 200 years of history, providing a wide range of financial services and products to clients across the globe. We pride ourselves on our commitment to excellence and our ability to make a positive impact in the communities we serve.
-
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob DescriptionAs a key member of the Bank Of China (Hong Kong) Limited team, you will play a pivotal role in fostering strong relationships with clients and driving business growth. Key Responsibilities:Client Onboarding and KYC Review: Ensure seamless client onboarding processes while conducting thorough Know Your Customer (KYC) reviews to mitigate...
-
Senior Private Banking Relationship Manager
15 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob SummaryThe Senior Private Banking Relationship Manager plays a pivotal role in providing exceptional support to Relationship Managers, ensuring the seamless execution of investment instructions and maintaining high service quality.Key ResponsibilitiesAct as a dedicated point of contact for Relationship Managers, providing comprehensive support to...
-
EAM Client Solutions Manager
13 minutes ago
Hong Kong, Central and Western District, Hong Kong SAR China myGwork - LGBTQ+ Business Community Full timeAbout the OpportunityThis is a unique opportunity to join a forward-thinking organization that values diversity, equity, and inclusion. As an Executive Director, you will have the chance to make a meaningful impact in the lives of clients and contribute to the organization's mission to promote economic empowerment and social justice.Key...
-
Client Services Delivery Manager
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China iCapital Full timeiCapital is committed to delivering exceptional services to our clients, and we're seeking a talented Client Delivery Specialist Associate to join our Data Solutions team in Hong Kong.In this role, you will play a critical part in setting up and maintaining our financial software applications, providing top-notch support to clients, and contributing to the...
-
Hong Kong Client Management Executive
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Hornby Chapman Full timeHornby Chapman is a leading Financial Institution with offices in multiple jurisdictions. We are seeking a highly skilled Client Service Manager to join our senior client service team based in Hong Kong.">">This role requires strong commercial acumen, a deep understanding of Custody, Fund Administration and Fund Services products, as well as the ability to...
-
Financial Services Executive
13 minutes ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeJob OverviewCiti is a leading global financial services institution that aims to deliver superior client satisfaction and enhanced financial results.
-
Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full timeJob OverviewSelby Jennings seeks a seasoned Senior FICC Relationship Manager to establish and maintain high-level relationships with offshore China corporate clients.Key ResponsibilitiesDevelop strategic partnerships with key decision-makers, providing tailored FICC solutions that meet the unique needs of each client.Lead transaction execution, ensuring...