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Client Services Officer

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Job Description - Client Services Officer

Taikang Asset Management (HK) Co., Ltd. (“TKAMCHK") is a 100% subsidiary of TKAMC, now TKAMCHK is looking for professionals who have good understanding of the asset management or financial services industry, and capability of coping effectively with the changing environment to join our rapidly growing team.

Client Services Officer

Job Responsibilities

  • Report to the Client Services Senior Manager
  • Responsible for day to day management of client services support activities for the sales team, preparing PPT, analysis reports and write up drafting
  • Work closely with different internal departments, including compliance, operation and investment teams for project coordination on ongoing basis
  • Responsible for Request For Proposals (RFP) co-ordination, compilation, due diligence on clients and CRM update
  • Assist the sales colleagues for regular reports delivery and also assist with ad hoc request
  • Other ad hoc tasks and projects

Job Requirements

  • Master degree holder preferred in Finance/Economics/Business or related majors with 2 years’ relevant experience
  • Good knowledge of financial products & detail-minded with excellent communication skills and interpersonal skills
  • Graduates with related experience is an advantage
  • Excellent command of written and spoken English, Mandarin & Cantonese
  • Good knowledge of programming language, Wind and Bloomberg Terminal for data update is a plus
  • Professional translation skill is a plus
  • A team player with initiatives and self-motivation

Please send your application letter and full resume with available date, current and expected salary to [email protected]

(All personal data collected will be used for recruitment purpose only.)

Original job Client Services Officer posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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About the Company

Taikang Asset Management (hong Kong) Co.

Taikang Asset Management (HK) Co., Ltd. (“TKAMCHK") is a 100% subsidiary of TKAMC, now TKAMCHK is looking for professionals who have good understanding of the asset management or financial services industry, and capability of coping effectively with the changing environment to join our rapidly growi...

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