Job Description

Assistant Manager, Investor Services, Hong Kong

Monday - Friday, 9.00am - 6.00pm


Your responsibilities:

• Reviews and performs AML/CFT checks to follow up with investor on required KYC documents including FATCA/CRS related forms/information
• Reviews and prepares investor KYC pack and update the checklist/system
• Performs FATCA/CRS Indicia and documentation review and carry out the validation and reasonableness check
• Reviews FATCA/CRS files and arrange respective reporting before regulatory deadlines
• Act as the key contact with clients and investors on KYC related matters
• Ensures strict compliance with CSC internal procedures and guidelines as well as the regulatory requirements
• Coach and supervise junior team members on performance and career development plan
• Collaborates with other teams to understand client needs and provide solutions
Participates in ad hoc projects assigned by your supervisor

Your profile:

• Degree holder in Law, Business Administration, or related discipline
• Minimum 5 years investor services experience
• With Know Your Customer ("KYC") or Transfer Agency background
• Ability to work independently and multi-tasking
• Proficiency in Microsoft Office suite, especially WORD, EXCEL, PPT
• Excellent in both written and spoken English and Chinese, with conversational Mandarin
• Independent, multi-tasking, meticulous, pro-active, attentive to details, self-motivated
• Able to adapt in new challenges and with excellent communication skills
• Mature and stable, be willing to work under pressure