Investor Services Specialist

Hong Kong

Monday - Friday, 9.00am - 6.00pm 

Hybrid

 

Some of the things you’ll be doing:

Performs AML/CFT including investor KYC and follow up with investor on required KYC documents including FATCA/CRS related forms/information Prepares investor KYC pack and update the checklist/system Performs FATCA/CRS Indicia and documentation review and carry out the validation and reasonableness check Prepares FATCA/CRS files and arrange respective reporting before regulatory deadlines Act as the key contact with clients and investors on KYC related matters Ensures strict compliance with CSC internal procedures and guidelines as well as the regulatory requirements Collaborates with other teams to understand client needs and provide solutions Participates in ad hoc projects assigned by your supervisor

 

What technical skills, experience, and qualifications do you need?

•  Degree holder in Business Administration or related discipline

•  Minimum 4 years investor services experience

•  Candidates with less experience will be considered for a more junior role

•  With Know Your Customer ("KYC") or Transfer Agency background

•  Proficiency in Microsoft Office suite, especially WORD, EXCEL, PPT

•  Excellent in both written and spoken English and Chinese, with conversational Mandarin

•  Independent, multi-tasking, meticulous, pro-active, attentive to details, self-motivated

•  Able to adapt in new challenges and with excellent communication skills

•  Mature and stable, be willing to work under pressure