Investor Services Manager

Hong Kong

Monday - Friday, 9.00am - 6.00pm 

In-Office

 

Intro:

We are looking for an energetic Manager, Investor Services to join our growing team. As part of an experienced and dynamic team to provide top quality investor services and provision of FATCA/CRS services to our clients.

 

The description of the role includes:

Reviews and performs AML/CFT checks, supervise the team to follow up with investor on required KYC documents including FATCA/CRS related forms/information Reviews and prepares investor KYC pack and update the checklist/system  Performs FATCA/CRS Indicia and documentation review and carry out the validation and reasonableness check Reviews 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 Coach and supervise junior team members on performance and career development plan 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 Law, Business Administration, Accounting, Finance, Economics or related discipline Minimum 5 years investor services experience With Know Your Customer ("KYC") or Transfer Agency background is preferred Ability to work independently and multi-tasking  Proficiency in Microsoft Office suite, especially WORD, EXCEL, PPT Excellent in both written and spoken English and Chinese, with conversational MandarinIndependent, 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