Client Service Manager (Mandarin Speaker)
Core
Support sophisticated clients, financial advisers, and complex portfolios in a high-volume, time-critical wealth management environment.
Role type
Client Service Manager (Mandarin Speaker)
Builds
Client accounts, records, valuations, and asset allocation reports for sophisticated individuals, families, and institutions.
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, IPO and corporate action coordination, asset and cash transfer processing, stock settlement monitoring, stakeholder engagement, process improvement.
Preferred skills
RG146 qualification, experience in wealth management or financial planning.
Technologies
None 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 stock settlements, prioritize competing adviser requests, build relationships with internal stakeholders, identify issues and recommend solutions.
Seniority
Mid-level, hands-on IC
