Client Servicing - Asset Management

Responsibilities:

Support client relationship management by responding to queries, assisting with reviews, and coordinating onboarding and account changes.
Prepare and deliver accurate client reports and meeting materials in collaboration with internal teams.
Help organize client visits, training sessions, and events.
Maintain client data in Salesforce and assist with administrative tasks for RFPs, RFIs, and marketing materials.
Monitor client satisfaction, escalate issues, and contribute to retention efforts.
Follow operational, compliance, and risk procedures; report issues promptly.
Assist with AML/KYC requirements and collaborate with internal teams across functions.

Requirements

Prior experience within wholesale/intermediary client servicing experience required
Fluent English and Cantonese
Immediately Available preferred