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Altive - Client Service Officer, Asset Management
apoidea
4 months ago
Negotiable
Full-time
...
Description

Altive is a one-stop alternative investment platform backed by Pacific Century Group and Alibaba Entrepreneurs Fund. Altive sources, screens, manages and unlocks institutional-quality alternative investment opportunities for professional investors. Currently, we have offices in Hong Kong SAR, Singapore, and Australia.

We are looking for a professional client service candidate to join our team in Hong Kong.

For more details, please visit our website: https://www.altive.com/en

Responsibilities:

  • Working collaboratively with the Relationship Managers to ensure a positive client experience;
  • Assisting in clients’ internet account opening process;
  • Performing KYC and AML checking, input and maintain client’s information;
  • Coordinating internal discussions regarding client service requirements, including operational and reporting items;
  • Cross checking information provided by clients against transaction agreements to ensure information are properly completed before execution;
  • Maintain client records extracted from communications with clients and web-based client service platform;
  • Support clients and Relationship Managers as well as the operation teams to execute of fund subscription processes, or any assistance required
  • Handle fund subscription in a professional manner;


Requirements:

  • Self-disciplined, eager to learn, and organized;
  • 3-5 years experience in customer services, candidates with less experience will be considered as Client Services Officer;
  • Work experience in client onboarding in asset management or other financial institutions would be an advantage;
  • Fluency in Cantonese, English and Mandarin;
  • Good team player with Good communication and interpersonal skills;
  • Holder of SFC Type 1, 4 and 9 licenses is preferred but not a must.

See more...
About the company
apoidea
Altive is a one-stop alternative investment platform backed by Pacific Century Group and Alibaba Entrepreneurs Fund. Altive sources, screens, manages and unlocks institutional-quality alternative investment opportunities for professional investors.
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