Service Portfolio Manager
4 days ago
Unicorn Advisor (HK) Limited is a reputable asset management business that specializes in providing exceptional service to its clients. Our company values innovation, expertise, and customer satisfaction.
Job DescriptionWe are seeking a highly skilled Service Portfolio Manager to join our team. The ideal candidate will have relevant experience in managing client accounts and investments, performing due diligence, and adhering to regulatory requirements.
Responsibilities- Client Account Management: Manage the administration and service execution of client accounts and investments, ensuring timely and accurate processing of transactions.
- Due Diligence and Onboarding: Perform thorough due diligence on clients and counterparties, ensuring compliance with regulatory requirements.
- Database Management: Maintain accurate and up-to-date databases of client and counterparty information.
- Trade Execution and Monitoring: Execute trades, monitor market trends, and reconcile transactions to ensure accuracy and compliance.
- Degree Requirement: A degree holder with relevant working experience in an asset management business or finance institution.
- Linguistic Proficiency: Good command of spoken and written English, Cantonese, and Mandarin.
We offer a competitive compensation package, opportunities for professional growth and development, and a dynamic work environment.
OthersPlease note that all applications will be treated confidentially and reviewed by our HR team. We look forward to receiving your application.
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