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finance & banking

  • Client Services Executive –Team Leader

    A leading wealth management firm is looking for aClient Services Executive –Team Leader. Job Responsibilities include: A strong focus on processing new business applications within our Service Level Agreements (SLA’s) and accurately is required. Processing of new business applications is a full end to end process including follow ups and updating systems when business has been issued. Lead the New Business team under the guidance of the Office Manager, and therefore work closely with the new business team and the office manager. Participate in executing any ad hoc work for example, improvements for regulatory purposes, where required. Attend relevant meetings e.g. monthly team meeting. Work with 3rd party providers and/or UK staff to follow up queries/complaints. Report Management – ensure regular reporting is done correctly and on time. Process Improvement – after training and when one has a full understanding of the role and requirements (in...

    job type:
    N/A
    location:
    Central
    salary:
    depending on experience
    job ref:
    JOB_000173[222]
    read more
  • Client Services Executive

    A leading wealth management company is looking for a Client Services Executive. The Job Responsibilities and Tasks include: The primary focus of this role will be to process new business applications within our Service Level Agreements (SLA’s) and accurately. Processing of new business applications is a full end to end process including follow ups and updating systems when business has been issued. Project work, for example (but not limited), sending monthly statements to clients via email or post every month Participate in executing any ad hoc work for example, improvements for regulatory purposes. Attend monthly team meeting, and any other applicable meetings Work with 3rd party providers and/or UK staff to follow up queries/complaints. Back up to team member(s) on leave / team members requiring help with work Report Management – ensure regular reporting is done correctly and on time. Skills required: Prioritization and Time Management is es...

    job type:
    N/A
    location:
    Central
    salary:
    to be discussed, based on previous experience
    job ref:
    JOB_000172[473]
    read more
  • Office Manager

    A leading Wealth Management firm is looking for an Office Manager to lead their Client Services Team. The tasks include: Lead the Client Services team including team leaders, processing staff and reception, ensuring team moral remains high, regular one-on-one meetings with the team, work with team to organise monthly team meetings/events. Including but not limited to leave approval, staff resourcing/resource planning (especially for peak times), etc. Identify strong team candidates and work with them to develop them further. Project work, for example (but not limited), sending monthly statements to clients via email or post every month. Participate in executing any ad hoc work for example, improvements for regulatory purposes. Attend monthly team meeting, and any other applicable meetings Work with 3rd party providers and/or UK staff to follow up queries/complaints. Report Management – ensure regular reporting is done correctly and on time. Pr...

    job type:
    N/A
    location:
    Central
    salary:
    to be discussed depending on experience
    job ref:
    JOB_000171[402]
    read more
  • Legal Assistant

    A financial services firm is looking for a legal assistant to support day to day operations. The candidate should have at least 3 years of relevant experience in legal or company secretary roles. This contract role can possibly be a 3 days work week role for suitable candidates.

    job type:
    N/A
    location:
    Hong Kong
    salary:
    N/A
    job ref:
    JOB_000168[392]
    read more
  • Client Relations Manager

    A global investment management firm is looking for a Senior Client Relations Manager to support their team in Asia. The candidate will provide services to insitutional clients in mainland China and Taiwan. The candidate should have a minimum of 6 years prior working experience in similar roles, preferably in marketing/asset management sector and a strong understanding of investment funds and its operations. SFC License for Type 1 is required and CFA or CPA is an advantage.

    job type:
    N/A
    location:
    Hong Kong
    salary:
    N/A
    job ref:
    JOB_000139[441]
    read more

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