Client Service Officer Client Service Officer …

Shanghai Greenwoods Asset Management Limited 上海景林资产管理有限公司
à Hong Kong, Hong Kong, Hong Kong
CDI, Plein-temps
Dernière candidature, 11 juil. 20
negotiable
Shanghai Greenwoods Asset Management Limited 上海景林资产管理有限公司
à Hong Kong, Hong Kong, Hong Kong
CDI, Plein-temps
Dernière candidature, 11 juil. 20
negotiable
A reputable Asia hedge fund manager is looking for a Client Service Officer to serve investors.

Requirements:

• Minimum 3-years job experience with a fund management company (ideally equities long/short hedge fund management company, instead of long-only management company), private bank, or wealth management company, doing client service
• Solid knowledge about long/short fund products, fund accounting (equalization credit, series accounting), and Bloomberg system
• Bachelor degree holder in Finance, Marketing, Business or related major
• Strong communication and client relationship management skills
• Good teamwork, independent, proactive with positive and hands-on attitude,  able to meet tight time line in a dynamic and fast-paced environment
• High proficiency of Microsoft Excel, Word, and Powerpoint
• Good command of written and spoken English and Chinese (Putonghua a must).

Job duties:
• Respond to existing and prospective investors on inquiries about topics such as fund performance and investment value etc., in a timely and professional manner
• Go over fund terms with prospective investors, assist investors to fill in subscription and redemption documents, and review documents for KYC and AML purposes
• Liaise with fund administrators and clients to solve issues in areas such as wire transfers during the subscriptions and redemption process
• Assist IR team and marketing team to maintain relationship with investors and clients;
• Generate various reports using Excel and systems such as Bloomberg on investors and investment portfolios
• Prepare and update documents such as marketing materials and fund newsletters for investor DD meetings, marketing events, seminars, and conferences 
• Other work assigned by the management

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