View attachment 13198
Job Description
Job Requirement
Job Description
- Being one-point contact for certain custody relationships when required
- Ensure compliance with local regulations and group internal policy
- Co-ordinate clients’ Request for Proposal, Due Diligence, Service Level Agreement, Account opening for HSS clients
- Keep clients posted on any market development, regulation requirement and proactively analyse impacts of those on clients’ operations
- Ensure all clients enquiries are handled in a timely and professional manner; Keep clients posted of relevant market information/ regulatory requirements or changes and other developments in the market; proactively analyse and provide clients with impacts of those changes to their operations
- Prepare client plan/ service plan and schedule calling program with clients on periodical basis
- Co-ordinate with GB RM, operations, CMP, OPS to complete CDD and review; Work closely with other CSMs and regional team/ other branches to share and learn the best practices.
- Work closely with other Client Service Managers and colleagues in Operations/MD and BM and oher departments to ensure smooth handling of client’s activities and client’s queries
- Promote teamwork spirit in the team
Job Requirement
- 5 years experience in relevant business
- Relevant product knowledge
- Bachelor degree
- Any relevant experience in the securities market would be an advantage.
- Certificate of completion of securities courses would also be an advantage
- Fluent in both English speaking and writting.
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