Senior Client Onboarding Manager - MNC Firm

Recruiter
Strachan Clark
Location
Hong Kong
Salary
40K - 60K HKD Per month + Bonus + Incentives
Posted
09 Aug 2017
Closes
16 Aug 2017
Contract Type
Permanent
Hours
Full-time

Duties:

  • Onboarding clients to various parties' platforms
  • KYC / AML checking 
  • Managing team in Ops / Client Servicing 
  • Leading all investor & client relations, company wide 
  • Business partnering with senior management due to company expansion 
  • Bank Account opening and managing all investor queries
  • Legal document control, agreements review
  • Ensure clients are periodically reviewed and safeguard compliance with both international regulations as well as internal policies
  • Preparing management information reports for client reports
  • Ensuring that client profiles are managed in an efficient and timely basis
  • Manage customer and Relationship Manager expectations
  • Ad-hoc projects when necessary

Experience: 

  • Client onboarding experience in financial services industry
  • Setting up bank accounts 
  • 6+ years working experience 
  • Coordinating investment objectives
  • Knowledge of KYC remediation and AML processes
  • Strong communication in English and Cantonese 

Incentives:

  • 2-3 months average discretionary bonus
  • Great exposure to PE, HF, FOF, RE Funds and Alternative funds
  • Long term promising career opportunities
  • Company growing [60+ funds with plans to grow by end of year]