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Investor Services Specialist

Investor Services Specialist

Corporation Service CompanyHong Kong
18 天前
职位描述

Investor Services Specialist

Hong Kong

Monday - Friday, 9.00am - 6.00pm

Hybrid

Some of the things you’ll be doing :

  • Performs AML / CFT including investor KYC and follow up with investor on required KYC documents including FATCA / CRS related forms / information
  • Prepares investor KYC pack and update the checklist / system
  • Performs FATCA / CRS Indicia and documentation review and carry out the validation and reasonableness check
  • Prepares 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
  • Collaborates with other teams to understand client needs and provide solutions
  • Participates in ad hoc projects assigned by your supervisor

What technical skills, experience, and qualifications do you need?

  • Degree holder in Business Administration or related discipline
  • Minimum 4 years investor services experience
  • Candidates with less experience will be considered for a more junior role
  • With Know Your Customer ("KYC") or Transfer Agency background
  • 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
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    Service Specialist • Hong Kong