- Driving the delivery of premium client service and support to institutional & intermediary clients and teams.
- Collaborate closely with different teams / offices for smooth clients/accounts onboarding, change management, periodic review and monitoring, and transaction monitoring
- Deliver regular client servicing and reporting, prepare/review reporting and deliver on time, and coordinate and attend client calls/meetings when needed
- Handle enquiries and complaints timely and professionally
- Review client agreements and documents and comment from client services/operation prospective
- Assist in coordination/preparation of client deliverables in RFI/fund manager due diligence/fund due diligence process
- Effective use of KYC and CRM system and other applications to ensure client record is captured/updated accurately within timeline
- Provide client data and information to fulfil internal and external requirements/support other functions
- Contribute to internal projects/coordinate internal assessments when needed
- Focus on specific goals and demonstrate a sense of personal accountability and urgency for achieving results.
- Foster a sense of teamwork, support/assist other teams/offices
- Ensure adheres to established corporate policies/ procedures/internal controls/ regulations, and promptly escalate potential issues and risks
- Bachelor's degree holder preferable major in Business, Marketing or Finance related
- At least years of relevant work experience in Investment Management / Asset Management /Banking industries
- Hands on experience in AML/KYC process and mutual fund operations
- Preferably have passed HKSFC relevant exams and is an existing licensed persons to conduct relevant regulated activities
- Detail-oriented, a quick learner, flexible and can work multi-tasking
- Excellent skills in Microsoft office: Word, excel, power point and any experience in Bloomberg Terminal, Salesforce, etc., would be advantageous
- Fluent speaking and reading in English and Chinese (traditional & simplified, Mandarin)
- Knowledge in different types of investment strategies/products
- Fortune World's Most Admired Companies & Top for Diversity and Inclusion,
- Bloomberg's Gender Equality Index (GEI),
- Human Rights Campaign Foundation, Corporate Equality Index,
- , Disability: IN – % score,
- Dow Jones Sustainability Indices, Top performing company for Sustainability,
- Forbes Blockchain ,
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Senior Associate, Client Service, Hong Kong - THE BANK OF NEW YORK MELLON CORPORATION
描述
Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - % of the world's top banks work with us as we lead and serve our customers into the new era of digital.
With over years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately , employees across countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what LifeAtBNYMellon is all about.
About BNY Mellon Investment Management:
BNY Mellon Investment Management is a leading investment manager, with $ trillion in assets under management as of December , . Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from sevn specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY Mellon.
BNY Mellon Investment Management is a division of BNY Mellon, which has $ trillion in assets under custody and/or administration as of December , . BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on Follow us on Twitter @BNYMellon or visit our newsroom at for the latest company news
BNY Mellon Investment Management, which is the umbrella name for all the investment management subsidiaries and affiliates within BNY Mellon, currently has six presences in Asia Pacific, namely Hong Kong, Singapore, Japan, Korea, China and Taiwan.
We are looking for a Senior Client Service Associate based in Hong Kong to support the Investment Management clients in the Asia ex-Japan region. This is a hybrid working role.
In this role, you'll make an impact in the following ways:
To be successful in this role, we're seeking the following:
At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:
Our Benefits:
BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.
