Client Service Manager (Mandarin Speaker)
Core
Support sophisticated individuals, families, and institutions in a wealth management business by facilitating client queries, managing onboarding, and processing transactions.
Role type
Client Service Manager (Mandarin Speaker)
Builds
Client accounts, records, and transaction processing for complex portfolios
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
Fluency in written and spoken Mandarin and English, knowledge of financial advice process and markets, AML/CTF and KYC compliance, account documentation management, asset and cash transfer processing, stock settlement monitoring, stakeholder engagement
Preferred skills
RG146 qualification, experience in wealth management or financial planning, process improvement initiatives
Technologies
None explicitly stated
Responsibilities
Facilitate administrative client queries, manage client onboarding and record creation, maintain accounts per AML/CTF and KYC requirements, coordinate IPO and corporate action allocations, prepare client valuations and reporting, assist with asset and cash transfers, process and monitor stock settlements, prioritize competing adviser requests, build relationships with internal stakeholders, identify issues and recommend solutions
Seniority
Mid-level, hands-on IC
