AVP – Transfer Agency Operations

Asset Management, GTS / Transaction Banking
Hong Kong
Posted 3 years ago

• Manage daily administration of mutual fund registration related activities including liaising with internal and external clients in connection with the execution and handling of customer instructions
• Manage client request (including change request) and queries in a timely manner
• Enhance client relationship and experience
• Oversight KYC administrative activities to onboard any new distributors or investors and ongoing due diligence
• Perform FATCA and CRS due diligence
• Oversight of processing team activities and performance as per the defined Oversight Governance Framework
• Provide necessary training to HK and processing center as required
• Ensure processes and controls are in place and that there is strict compliance and adherence to corporate policies and procedures as well as regulatory rules and guidelines

• Bachelor of Business or Finance
• 7-8 years relevant TA experience including 2-3 years people management (with FATCA, CRS and project experience will be added value)
• Excellent administrative and the ability of multi-task
• Ability to effectively prioritize and execute tasks under pressure and tight timeline
• Able to speak fluent English, Cantonese and Mandarin

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