Operations, Client Services - Hong Kong

岗位职责: · 1.负责机构/渠道客户的维护,指导销售做好客户的对接; · 2.能够独立完成开拓机构/渠道客户的工作,基于客户情况制定销售策略,负责新机构客户的营销,完成年度制定的销售任务; · 3.完成机构客户定期报告及其他不定期需求,做好销售数据分析; · 4.协助机构团队管理及公司机构销售体系建设与优化。 · 任职资格: · 1.本科以上学历,市场、金融、经济等专业,8年以上金融机构/渠道机构销售类工作经验,其中5年以上资管行业机构/渠道客户销售经验; · 2.了解公募基金公司运作体系和产品体系,具有扎实金融行业知识; · 3.中英文流利(包括粤语 ...

Job Duties: · Oversee client onboarding and new account opening requests from the Front Office, managing the full end‑to‑end KYC process. · Analyze client ownership structures using public sources or corporate documentation to fulfill comprehensive KYC due diligence requirements. ...

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...

We are a fast-growing international financial advisory business supporting expatriate and international clients across Asia and the Middle East. · Lead and develop the entire client servicing team · Own service standards and operational processes · ...

The Vice President of Prime Client Services is responsible for leading key client relationships across the firm's prime services business. · Key Responsibilities include Serve as primary point of contact for a portfolio of top-tier prime brokerage clients. · Build strong, proacti ...

· Company Description · About MUFG Investor Services: · MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the world with $2.8 trillion in ...

The Client Service Manager is responsible for delivering high-quality service and support to institutional and corporate clients within MUFG Retirement Solutions HK Limited. · This role ensures client satisfaction through proactive engagement, efficient issue resolution, and seam ...

We are seeking a proactive and customer‑focused individual to join the Transaction Banking Client Services team. · ...

Job Description · Euroclear Bank · Euroclear Bank, the leading International Central Securities Depository (ICSD), is clients' gateway to counterparties worldwide for post-trade services, covering more than 1 million securities. · Euroclear Bank is the premier provider of settlem ...

The Client Services Officer will report to the Client Services Senior Manager and be responsible for day-to-day management of client services support activities for the sales team. · ...

Elevate your career with an innovative AdTech platform as their new Client Services Manager (AdTech). Our client is a rapidly growing provider of cutting-edge advertising solutions dedicated to empowering global brands and agencies with technology-driven marketing. · ...

· The Company: · Our client is the global leader in knowledge on-demand. They connect investors and business leaders with the knowledge they need to succeed. Working from nine cities globally, our 1500+ colleagues provide round-the-clock coverage to the world's top investment fu ...

We are supporting a large-scale trustee migration and client onboarding programme for a leading financial institution. The Client Service Lead will act as the primary interface between institutional clients, trustee relationship teams, and internal delivery teams throughout the m ...

We are looking for a client services officer to support the Relationship Management team and deliver excellent services to RMs and clients. · ...

The Client Services Officer represents Christie's to clients and the general public . She/he will be the first point of contact for our company, providing exceptional customer service to clients, visitors, · and employees at Christie's counter. This role involves managing the fro ...

The Client Services Officer (Corporate Banking) provides administrative support to the corporate banking business and coordinates with clients for relationship management. · Provide overall administrative support to the corporate banking business. · Cordinate with corporate clien ...

A Custody and Asset Services provider client is seeking a mid-level Client Services & Administration Analyst to join the team. · ...

We are looking for a dedicated Client Service Manager to join our Client Success team. This is a role designed for a relationship-builder who thrives on nurturing and retaining top-tier clientele. · Manage the Full Client Lifecycle: Oversee the end-to-end client journey, from sea ...

We are now looking for a Client Services Associate to join our team with the following responsibilities: · Assist high-net-worth individuals listed companies institutional clients in opening securities accounts applying credit/financing facilities Handle client fund deposits with ...

Client Service Specialist · We are seeking a high-calibre professional to join our team as a Client Service Executive. In this role, you will be the primary point of contact for high net worth individual clients and support Relationship Managers to deepen client relationships and ...

Description · Responsibilities · Handle policy administration tasks for Outwards Business including new or renew policies issuance, endorsement issuance and related documentation · Managing end to end process from requirements collection, implementation instruction till policies ...