Job ref no.: CT3126657-01#8508

Client Relationship Officer / Manager

3R Consulting Limited

Job Responsibilities:

  • Cultivating and Maintaining relationship with clients (i.e. fund managers) and service providers (i.e. banks, brokers, lawyers, and auditors);
  • Day to day management of services to clients, including enquiry handling and delivery of services per the operating guideline and service level agreements;
  • Monitoring new fund set up and implementation process with various parties and follow up closely;
  • Ensuring that client enquiries are well-responded to in a polite and timely manner;
  • Reviewing and monitoring fund operations' accuracies to ensure initiatives are well-delivered; Collecting, reviewing and following up all account opening documents, such as fund documents / agreement / bank forms / KYC items with relevant parties;
  • Working closely with clients and compliance team regarding to KYC due diligence, PPOC, CRS/ FATCA/ GIIN number enquiry, ES reporting, BO declaration;
  • Working with internal stakeholders to ensure a smooth service management and a proactive management of client issues and requirements;
  • Supporting direct supervisor and other team members in ad-hoc tasks.

Job Requirements:

  • University graduated in Finance, Accounting or related disciplines;
  • Minimum 3-year, hands-on experience in offshore fund operations and/or fund administration or trustee services;
  • Understanding of our service scope, including accounting, valuation, custody, banking services and trust & fund administration;
  • Practical knowledge of investor KYC/AML procedures and transfer agency;
  • Good command of spoken and written English and Cantonese, Mandarin would be an advantage;
  • Good Customer servicing skills;
  • Good interpersonal and communication skills;
  • Good multi-tasking skills and problem solving, decision making skills, attention to details;
  • Ability to work independently while being a team player;
  • Immediate available would be an advantage.
  • Candidate with more experience may consider as Senior Client Relationship Officer.

Interested parties please send your application letter with detailed resume stating current salary, expected salary and date of available by clicking Apply Now

Job Types: Full-time, Permanent

Salary: $22,000.00 - $28,000.00 per month


  • Dental insurance
  • Medical Insurance


  • Monday to Friday

Supplemental Pay:

  • Performance bonus


  • Fund Admin Services : 3 years (Preferred)


  • Hong Kong Island (Required)


  • English and Cantonese, Mandarin (Preferred)

Work Remotely:

  • No

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More job information
Job ref no. CT3126657-01#8508
  • 20,000 - 30,000 / month
Job Function
Employment Term
  • Full-time
  • 3 years - 8 years
Career Level
  • Middle management level
  • Degree
  • Dental plan
  • Discretionary bonus
  • Medical plan