Assistant Client Management Manager - Hang Seng Investment Management Limited - Hang Seng Bank (HK)

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If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further. 
 

Hang Seng Investment Management Limited (HSVM)

Established in 1993, Hang Seng Investment Management Limited (“Hang Seng Investment”) is a wholly owned subsidiary of Hang Seng Bank Limited, and is Hong Kong No. 1 exchange-traded fund (“ETF”) manager in terms of assets under management. As a Hong Kong based asset management company specializing in managing funds related to mainland China and Hong Kong markets, Hang Seng Investment is committed to providing investors with comprehensive investment management services through investment managers with extensive experience in managing funds (including a series of ETFs and retail funds) and investment portfolios for institutional and private clients. As a leading home-grown asset manager in Hong Kong, Hang Seng Investment has over 30 years of asset management experience.

We are currently seeking a high caliber professional to join our team as Assistant Client Management Manager.

Principal responsibilities

• Ensure accurate receipt, validation, and routing of fund orders received from clients

• Coordinate closely with internal teams and transfer agent to ensure orders are handled and managed properly

• Support the on-boarding and ongoing due diligence reviews on HSVM clients (including fund distributors, direct clients, institutional clients) and ETF Participating Dealers in full compliance of regulatory and Group compliance requirements

• Coordinate the due diligence requests received from potential and existing HSVM clients and investors. 

• Assist to provide high-quality client services support to HSVM clients and investors 

• Assist to implement business initiatives to achieve better customer experience and projects for fulfilling Group and/or regulatory requirements

Requirements

• University graduate in Accounting, Finance, Economics, Business Administration or related discipline

• Fulfillment of the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance

• Minimum 3 years of client services or operations experience in asset management or financial services.  

• Sound understanding of ETFs, investment funds and client requirements

• Strong self-motivation with the ability to work independently and under pressure

• Good communication, interpersonal and analytical skills

• Excellent written and spoken English and Chinese (both Traditional and Simplified Chinese) skills 

• Great sense of ownership and servicing mindset to ensure efficient and effective communication with different stakeholders for business outcomes
   

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Hong Kong Monetary Authority - Mandatory Reference Checking Scheme.