Wealth Management - Client Service Manager - Mandarin Speaking (12-month contract)

Melbourne

Wealth Management

Contract or Temporary

Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Service Manager with native   Mandarin language skills  in  Melbourne or Sydney  on an initial  12-month contract .

A key function of the  role is the ability to deal confidently with Private Client Advisors and their HNW clients in a high volume, time critical environment. To be successful in this role you will need to demonstrate knowledge of the financial advice process, financial markets and product and industry trends. You will need to have a high attention to detail and should be able to prioritise work accordingly and work well under pressure.

Ideally candidates for this role will have 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 :

Qualifications :

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