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Business Support Manager

Central Wealth Securities Investment LimitedHong Kong

Key Responsibilities

Support day-to-day investment operations and follow up on related matters;

Assist with client onboarding, KYC & AML documentation and ongoing information updates;

Assist with subscriptions, redemptions and related transaction documentation for funds and other investment products;

Liaise with private banks, fund managers, fund administrators and other external service providers on day-to-day operational matters;

Assist in preparing client materials, investment product information, periodic reports and presentations;

Coordinate with investment, client servicing and operations teams and follow up on outstanding matters;

Provide general administrative and business support to the team;

Participate in ad-hoc projects and cross-functional initiatives as required

Requirements

1-3 years of working experience, experience in asset management, wealth management, private banking, securities firms, fund management, family offices or other financial institutions is preferred;

Basic understanding of financial markets and investment products;

Exposure to KYC & AML, client onboarding, fund subscriptions and redemptions, trade support or investment operations would be an advantage, but not essential;

Detail-oriented and responsible, with strong organisational and follow-up skills;

Good communication and cross-functional coordination skills;

Proficient in Microsoft Excel, Word, and PowerPoint;

Good written and spoken English and Chinese; fluency in Mandarin is preferred

Full-time

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