Client Service Manager - Asia Practice

Assist to manage The Asia Practice clients high risk rolling review paperwork Assist in client asset transfers, including cash, both domestically and internationally Process and monitor stock settlements, including follow up with clients regarding outstanding funds Assist to manage the quarterly dividends and distribution reinvestments 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 process development initiatives to increase efficiencies High attention to detail Strong literacy and numeracy ability Strong organizational Solid background in financial advice process, markets and industry Fluent in written and spoken Mandarin Display a high level of resilience and strong ability to prioritise tasks Strong decision making ability Goal-oriented with demonstrated drive and initiative 3 years' experience in a similar client service role Undergraduate degree in Finance, Commerce, Accounting or Business essential Recognised industry studies preferred (including RG146, Series 7) - if not held already a requirement to study towards Experience within wealth management, financial planning or professional services Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity or expression, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected pregnancy/maternity leave), veteran status, genetic information, or any other characteristic protected by law.