To provide sales, client services and client relationship supports to all business lines within the Sales and Client Relationship Management Team, especially for China related business
Assist in onboarding new clients/distributors and setting up required accounts, as well as maintaining all documents and records
Conduct new account due diligence and KYC in accordance with the internal policies guidelines and procedures.
Maintaining existing client relationship on a daily basis, provide after sales service and supports
Help build and maintain a database of client profiles
Act as a bridge between the front line staff and the back office for all day-to-day account servicing activities
Liaise with both internal and external parties to resolve any account issues
Work with the front line staff in responding to ad-hoc client/distributor’s requests
Prepare the tailor-made sales presentation and materials for institution clients
Serve as the day-to-day client contact for any issues on account reporting, portfolio compliance, trade settlements, performance measurement, etc.
Be a member of the Institutional Business Team, supporting sales and marketing activities for China related business opportunities, clients, and prospects
Assume additional tasks that may be assigned from time to time
An university degree or relevant working experience, an advanced degree, ie, Master, or a professional qualification, ie, CFA, would be an asset
Over 6 years of solid industry experience in a sales and client services support role with asset management companies, Chinese asset management company experience preferred
Ability to maintain good relationship with insurance companies and agency including IFA
Familiar with the regulation of SFC and MPFA and fulfill the requirement of SFO and MPFO
Understand how to handle Chinese institution clients, cross border products, and familiar with both Hong Kong and China’s regulatory framework
A self-motived, detail-oriented and energetic team player that is able to work under pressure and within tight deadline
Excellent interpersonal and communication skills, attend and present along with the Investment Team at training seminars
Good command of spoken and written English, Mandarin and Cantonese
Proficient in Microsoft Office (Outlook, Word, Excel & PowerPoint), Bloomberg, etc.
We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidates. Interested parties, please email your application to email@example.com. For details, please visit our website http://www.bochk.com
Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their application unsuccessful and their data will be destroyed within 24 months of receipt.