asset management - client reporting (6 months temp to perm) in Mong Kok

posted
contact
eugenia tse, randstad hong kong
job type
temporary
salary
HK$ 30,000 - HK$ 35,000 per month
apply now

job details

posted
location
mong kok
specialism
banking & financial services
job type
temporary
working hours
Full-Time
salary
HK$ 30,000 - HK$ 35,000 per month
experience
3 years
reference number
91M0132131_1555326067
contact
eugenia tse, randstad hong kong
apply now

job description

RESPONSIBILITIES:

  • Produce client and marketing documents that articulate the performance analysis and capabilities of investment strategies and funds.
  • Work closely with our Product, Investment Specialist, Marketing and Client Advisor partners to create, curate and maintain client documents.
  • Consolidation of the book of work from various internal partners including: Marketing, Investment
  • Specialists, Operations, and Client Services into a centralized Center of Excellence for Reporting and Publishing
  • Participate in digital platform testing
  • Driving efficiencies wherever possible
  • Structure proper documentation on an ongoing basis
  • Ensuring a high and consistent standard of quality deliverables to our clients
  • Measuring and driving client satisfaction and a consistent client experience, in close partnership with all of our internal stakeholders
  • Partner with key regional stakeholders, including Investment Desks, Technology, PAG, Marketing and Operations

REQUIREMENTS:

  • University degree with 3-5 years of relevant client support experience in banking industry
  • Fluent English, Cantonese and Mandarin, spoken and written an advantage
  • Sensitivity to different cultures and working styles; ability to navigate seamlessly both across
  • countries within APAC, and with the wider global organization
  • Confidence to work directly with stakeholders at all levels
  • Outstanding accuracy and attention to detail; strong numeracy
  • Ability to work under pressure, and with flexibility, to meet tight deadlines
  • Strong work ethic and positive attitude
  • Microsoft Word, PowerPoint, Excel and Outlook skills (intermediate/advanced)
  • Prior experience of writing or participating in the Client and Fund Reporting processes is a plus
  • Experience managing large data sets a plus

For interested parties, please send your detailed resume together with current and expected salary or please contact Eugenia Tse @ 22323490. All personal data collected will be kept under strictly confidential and will be only used for recruitment purpose.

skills

client servicing; performance analysis; client support; client reporting; fund reporting;

qualification

no additional qualifications required

educational requirements

Bachelor Degree