CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
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Qualifications: - 2-6 years of working experience in financial services or related industry - Excellent interpersonal, verbal and written communication skills in both English and Chinese. - An analytical mind-set with excellent and proven problem-solving skills and communication skills - Detail-oriented team player who can work well with minimal supervision - Outstanding organizational and time-management skills together with an ability to multi-task under pressure
Job Description: - Develop a clear understanding of clients' portfolios and their requirements. - Execute client onboarding include Know Your Customer (KYC), account opening and other related documentation requirements. - Resolve daily client issues and requests by working closely with clients and related parties. - Maintain client & internal records and documents. - Responsible for Global Services (including Client Service) related initiatives / functions - Handle various operational and administrative supports. - Support management on ad-hoc assignments and projects.