A hedge fund client service role

2019-07-18 08:48
是个猎头让帮忙推荐一个Hedge fund在找Client service officer,主要是做跟投资者接触,交流的工作,以及内部administration 相关的。

- Deal with the clients directly with an opportunity to meet face to face

- Regular client interactions

- Process and evaluate critical information to handle customers' enquiries

- Perform KYC/AML documentation process

- Maintain high quality of databases and corporate website

- Review presentation materials and marketing collaterals

- Regular client reporting

- High maintenance of customer interactions and transactions records

- Support marketing team and perform effective communication with internal departments

- Prompt response on all customers' enquiries

3bn的HF, 待遇会很好,好年景应该能发到一年的bonus。。。

Degree,有fund management industry和投资者关系方面的经验为好。

觉得自己背景和职业目标合适的话可以先站内信给我。。

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