Client Services Executive -5 month Contractor

About Schroders

We’re a global investment manager managing over £700 billion of clients’ assets. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 5500 people on six continents. And we’ve been around for over 200 years but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper. We take immense pride in our culture and our reputation of being an employer of choice. It’s important to us that our people feel valued, included, and supported in their professional and personal growth.

By promoting flexible working, championing inclusion, and making health and wellbeing a priority, we have created the conditions for our people to thrive.

The base

You’ll be based in our Hong Kong office that’s located at Two Pacific Place.

Job Summary

We’re looking for a 5 months contract Client Services Executive to join our Client Services team and work under the direction of the Head of Client Services and part of the team to provide support for client due diligence, review presentations and projects.

Key Responsibilities

•            Responsible for KYC/AML process for client on-boarding;

•            Responsible for on-going/event driven client due diligence;

•            Prepare presentations for investment review meetings and member briefings for review by respective Client Services Executive/Client Service Manager and Client Directors;

•            Lead the review and streamline of the presentation preparation process to improve efficiency;

•            Asist in global, regional and local projects.

Requirements

•            3-5 years of relevant experience in the financial sector preferably in Asset Management.

•            Experience in client due diligence of institutional and intermediary clients.

•            Experience in client on-boarding.

•            Experience in managing projects related to client group initiatives such as process enhancement.

•            Enjoys interacting with clients and across teams internally.

We recognize potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.