Job description
A Career with Hang Seng Bank
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-caliber talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
Hang Seng Investment Management - Chief Operating Office
Hang Seng Investment Management Limited (HSVM) offers a full spectrum of asset management services to both private and corporate investors. The funds cover different asset classes, including global equities, bonds, money markets and foreign exchange markets. We also provide asset management services for retirement schemes, institutional investors and charitable organisations.
We are currently seeking a high caliber professional to join our department as Client Management Manager (Institutional Investor).
Principal responsibilities
- Perform on-boarding and ongoing activities review of HSVM fund distributors, fund direct clients, institutional clients with investment mandate, participating dealers, market makers in full compliance of regulatory and Group compliance requirements.
- Prepare client reporting, materials for Investment Performance Review, suitability assessment for institutional clients.
- Formulate and implement business initiatives to achieve better customer experience
- Implement Group and regulatory projects in relation to HSVM funds and HSVM clients.
- Discuss agreement terms with clients and obtain internal legal clearance.
- Response to customer enquiries on portfolio status
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
- Around 5 years of banking/asset management experience with knowledge of financial crime compliance and investment products
- Strong project management skill and organization skill
- Strong self-motivation, with the ability to work independently and under pressure
- Good communication, interpersonal and analytical skills
- Proficiency in English, Chinese and Putonghua
Candidate with less experience will be considered for Assistant Client Management Manager.
If you would like to explore other opportunities at Hang Seng Hong Kong, please visit www.hangseng.com/careers/ for details.
The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at the HSBC Group. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.