Key Responsibilities:

• Handle KYC review of the new clients and other issues related to client onboarding
• Promote investor services to institutional clients in relation to various fund and investment products, and authorized fund etc.
• Actively generate and grow business both from existing clients and potential targets
• Manage, develop and retain client relationship in a professional manner
• Perform ad hoc tasks and projects as assigned

Requirements:

• Degree holder in business, finance or relevant disciplines; CPA, ACCA, CFA, FRM is preferable
• At least 2 years relevant experience, preferably in asset management or banking industry
• Good understanding and knowledge of economy, law, finance, financial management, and be familiar with economic and financial laws and regulations and policies
• Good communication skills, good comprehensive analysis, coordination and negotiation ability
• Good command of spoken and written English, Mandarin and Cantonese