Coller Capital Investor Services Associate

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Coller Capital Full time
Key Responsibilities
  1. Private Wealth IR Inbox - Ensure all Private Wealth investor queries are responded to appropriately and within 24 hours.
  2. Develop a thorough understanding of Coller funds, including financial reports, underlying investments, and our bespoke financial system.
  3. Support the ongoing coordination with Private Wealth platforms (iCapital, Allfunds, Euroclear etc.).
  4. Support the onboarding and ongoing relationships with distribution partners for Private Wealth products.
  5. Production of valuation reports, webcasts, investor meeting materials, and other ad hoc materials.
  6. Working closely with custodians to ensure investors' capital is supported on their platforms.
  7. Ensuring that the Salesforce customer relationship management system is kept up to date with accurate information.
  8. Work closely with other departments, including Investment Team, Finance, Tax, and IT.


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