15h Left: Wealth Management

3 days ago

Council of the City of Sydney, Australia Anton Murray Consulting Full time

Sydney

Wealth Management

Contract or Temporary

Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Service Manager with nativeMandarin language skillsinMelbourne or Sydneyon an initial12-month contract.

A key function of the role is the ability to deal confidently with Private Client AdvisorsandtheirHNW/ UHNW clients inahighvolume,timecriticalenvironment.

Tobesuccessfulinthisrole you will need to demonstrate knowledge of the financial advice process, financial markets and product andindustry trends.

Youwillneedtohaveahigh attention to detail and should be able to prioritise work accordingly and work well under pressure.

Ideally candidates for this role will have previous experience in a similar Client Service/ Dealers Assistant/ Advisers Assistant role and ideally have their RG146 qualification.

This is a 12-month contract role with the purpose to specifically deal with Chinese clients therefore the successful candidate will need to be fluent in English & Mandarin.

Key responsibilities include:

- Facilitation of all administrative client queries

- Client on-boarding, including preparation of account documentation, creation of client record in their systems.

- Arrange and assist with maintenance of client account and records, in line with current AML/CTF, KYC Regulations

- IPO and corporate action allocation management

- Preparation of client valuations, asset allocations and reporting as required

- Assist in client asset transfers, including cash, both domestically and internationally

- Process and monitor stock settlements, including follow up with clients regarding outstanding funds.

- Prioritise competing adviser requests in a fast-paced environment

- Assist with logistics and planning for The Asia Practice’s client events

- Provide ad hoc translation for marketing purposes

- Establish and maintain relationships with other internal stakeholders and departments

- Participate in department cross-training as required

- Participate in process development initiatives to increase efficiencies

- Proactively notify client/s and FA/s of any issues recommending a solution and timeframe

- Comply with the ethical standards contained within the Company Code of Conduct.

- Adhere to Company policies and procedures, regulatory and legislative requirements.

- Understand US and UK tax forms like W8BEN and CRS (preferable)

- Understand Opt In, FDS and Client Consent (ie FOFA) forms (preferable)

Key Skills/Knowledge:

- High attention to detail

- Strong literacy and numeracy ability

- Good knowledge of Microsoft Office Suite

- Strong organisational skillsAn fundamental knowledge of financial advice process, markets, and industry

- Excellent communication skills both verbal and written

- Fluent in written and spoken Mandarin

- Display a high level of resilience and strong ability to prioritise tasks

- Goal-oriented with demonstrated drive and initiative

Qualifications:

- Desirable tertiary qualification in Finance, Business or Economics.

- RG146 – if not held already a requirement to study towards

- Experience within wealth management, stockbroking or financial planning

- Understanding of Broking Platforms (Domestic and International)

- Understanding of Portfolio management platforms (e.g. Praemium) will be added advantage.

- Client Service Manager experience not mandatory but highly regarded

This role will be hired on an initial 12 Month contract and will be paid on a highly, competitive rate dependingon experience.

#J-18808-Ljbffr

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