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Client Services Manager, Retail Team Client (VP /AVP)
Yunfeng Financial Group
January 9, 2021
Provide full range of account services proactively to premium clients
Handle account opening and client onboarding processes, including data collection, KYC and record keeping
Provide and promote quality client solutions by working closely with all business lines
Assist the department head to establish and enforce service procedures, policies and standards.
Participate in the coaching and training process of less experienced associates when necessary
5+ years working experience in related field such as relationship management, onboarding, client services etc
Experience in KYC/AML areas within Finance industry is strongly preferred
Familiar with SFC regulation on KYC and AML requirements
Excellent in client service mindset and interpersonal communication skill
SFC type 1 license holder / pass of relevant papers is strongly preferred
Fluent in Mandarin and English is a must
We provide a very competitive and open career path for our star performers. Interested candidates please kindly include the current and expected salary in the application. Information provided will be treated in strict confidence and will only be used for recruitment-related purposes. Only short-listed candidates will be notified.