Associate, Client Service - 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 ...

Our client is looking for a driven Customer Financial Services Representative to join their Customer Financial Services department. · Responsibilities: · Keep accurate records of collection activities in our database or ticketing system. · Manage a sizable collections portfolio a ...

Responsibilities: · The individual in this role will be responsible for the following key tasks: · Manage customer inquiries and service requests effectively · Ensuring the timely delivery of high-quality services and final products to customers and associated stakeholders · Sust ...

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 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 ...

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

Description · Overview · 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 iss ...

Your Responsibilities · Handle client enquiries and maintain an accurate log of all queries and complaints. · Identify the needs of prospective clients within assigned settlement and custody areas. · Provide solutions to customer queries and build strong client relationships to e ...

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 Services Assistant will play a key role in supporting the Business Development team by ensuring exceptional service delivery to our clients. · Act as the first point of contact for client inquiries, providing timely and accurate responses. · Assist with the onboarding ...

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

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 (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 ...

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 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 ...

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 ...

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 ...

· 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 ...