Asian Family Office Manager
4 days ago
We are seeking a highly skilled and experienced professional to join our team as Client Services Assistant Manager/Manager in our Asian-Based Family Office. This is an excellent opportunity for a talented individual to take on a challenging role and make a significant impact in the company.
The successful candidate will be responsible for providing high-quality services to high-net-worth individual clients in Greater China, SE Asia, and Hong Kong Markets. They will work closely with senior management and fund managers to develop risk management strategies and ensure compliance with regulatory requirements.
Responsibilities:
- Managing client relationships and conducting regular reviews to cope with clients' trust needs
- Facilitating regional and global new business/products and regulatory related initiatives
- Sales assistant, operations & regulatory support
Requirements:
- Degree holder with at least 4 years of relevant sales support experience acquired from International Private Banks, Global Markets, or Wealth Management Groups
- Sound investment fund products knowledge
- Well familiar with operations flow from front to back office
- Fluently written and spoken English and Mandarin
- Proven organization skills with strong attention to detail
- Excellent interpersonal and communication skills
- With valid HKSI Paper 1, 7 and 8 or equivalent
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