Key Areas of Responsibilities
- Assist Relationship Manager for completion of onboarding and integration of new Fund Services Clients of CFSAL including newly set up hedge fund, PE, transfer fund from previous FA/ IM, bespoke services client and etc.
- Coordination in bank account opening , FATCA/CRS onboarding and KYC document tracking
- To assist on the onboarding system and parameter system data update
- Assist Relationship Manager to perform regulator client services review including operation versus services agreement, profitability analysis, client experience review, regulatory update, assist on client annual review on product and KYC-refresher perspective and manage fund termination routine, etc.
- Assist maintaining onboarding team standard template, procedure and tracker.
- Undertake ad-hoc projects as assigned.
Requirements
- Bachelor Degree with major in Accounting, Finance or any related disciplines.
- 1-2 years working experience preferably gained in the financial services industry. Fund Services experience would be a plus.
- Proactive, mature, high level of attention to detail, able to work independently under pressure and strong sense of meeting tight committed deadlines.
- Good interpersonal skill.
- Good verbal and written communication skills in Mandarin and English.
- Proficient in Word, Excel, PowerPoint and other presentation applications, including the ability to produce neatly presented work.
- Candidate with more experience will be considered for a Senior Analyst role.
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What We Do
CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform.
Established in Hong Kong in 1986, CITIC CLSA is Asia’s leading capital markets and investment group, committed to driving the growth strategies of global institutional investors, corporations, governments and high-net-worth individuals.
CITIC CLSA’s award-winning research, extensive Asia network, direct links to China and highly experienced financial professionals set CITIC CLSA apart from global investment banks and regional players.
Over three decades, CITIC CLSA has built an extensive Asia network with deep local knowledge and connections. Globally, we operate from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit clsa.com
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