Assist financial advisors and high net worth investors with the onboarding process, and the submission of investor subscription and AML documents.
Provide on-going client support, answering a wide variety of questions, timely and accurately, with the goal of ensuring overall client satisfaction.
Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes.
Liaise with internal teams and third-party vendors to ensure all messaging to clients is accurate and delivered in a timely fashion.
Qualifications
Bachelor\xe2\x80\x99s Degree with 3-5 years of experience in financial services, preferably in a client service or investor relations role in alternative investments
Excellent organizational skills and strong attention to detail
interpersonal communication skills, written and verbal.
Fluency in Mandarin and English required, written and verbal. Other languages a plus
Able to meet hard deadlines and work effectively under pressure.
Proven ability to multi-task and work both independently and as a team player
Proficient computer skills, specifically Microsoft Office applications (Word, PowerPoint, Excel)
Comfort with or interest in technology
Self-motivated, strong work ethic needed.
Possess desire and ability to learn quickly.
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