- Be part of the client services team to provide ongoing support to institutional and retail client business;
- Manage and answer client inquiries from distributors and individual investors;
- Manage client onboarding, account opening, and regulatory reporting required;
- Assist in KYC, AML, and other standardized guidelines within the firm.
Requirements:
- Graduates with background in business, finance or economics.
- 5 years experiences in the financial industry;
- Experinces in asset management business, including client services, sales support and operations;
- Knowledge of mutual fund sales and operations are highly preferred;
- Proficiency in both English and Mandarin.