Service Portfolio Manager

4 days ago


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

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 Description

We 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.
Required Skills and Qualifications
  • 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.
Benefits

We offer a competitive compensation package, opportunities for professional growth and development, and a dynamic work environment.

Others

Please 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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