Team Head, Transfer Agent Division - Asset Custody Department

Responsibilities:

• Manage fund operations including processing investor transactions and generating contract notes and investor statements.

• Completing customer due diligence, say KYC and AML, on investors and obtaining FATCA and CRS documentation

• Provide investor services to Fund Managers, Distributors and Investors

• Performing maintenance updates on the investor database.

• Maintain relationship with business partners to ensure quality services are delivered

• To handle ad hoc duties

 Requirements:

• Bachelor's Degree holder of Business Administration or relevant discipline

• At least 10 years of experience in transfer agency including  AML/ KYC

• Excellent administrative and business support skills, with the ability to multi-task and to work calmly under pressure.

• Excellent working knowledge of MS Office suite including Word and Excel, knowledge in Multifonds TA is an advantage

• Strong written & verbal communication skills

• Ability to work accurately to tight deadlines

• Proactive and able to work independently and as part of a team

• Detailed understanding of procedural, technical and product requirements within Transfer Agency business

• Fluency in English, Cantonese and Putonghua