Associate, Product Management, Fund Services
citicclsa· 1821 CITIC Securities Fund Services (Asia) Limited
About this role
Key Areas of Responsibilities
- Assist Relationship Manager for completion of onboarding and integration of new Fund Services Clients of CFSAL including newly set up hedge fund, PE, transfer fund from previous FA/ IM, bespoke services client and etc.
- Coordination in bank account opening, FATCA/CRS onboarding and KYC document tracking
- To assist on the onboarding system and parameter system data update
- Assist Relationship Manager to perform regulator client services review including operation versus services agreement, profitability analysis, client experience review, regulatory update, assist on client annual review on product and KYC-refresher perspective and manage fund termination routine, etc.
- Assist maintaining onboarding team standard template, procedure and tracker
- Undertake ad-hoc projects as assigned
Requirements
- Master’s Degree with major in Accounting, Finance or any related disciplines.
- Minimum 4 years of working experience preferably gained in the financial services industry. Fund Services experience would be a plus.
- Proactive, mature, high level of attention to detail, able to work independently under pressure and strong sense of meeting tight committed deadlines.
- Good interpersonal skills.
- Good verbal and written communication skills in Mandarin and English.
- Proficient in Word, Excel, PowerPoint and other presentation applications, including the ability to produce neatly presented work.
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Frequently Asked Questions
Is the salary disclosed for the Associate, Product Management, Fund Services position at citicclsa?
The salary for this Associate, Product Management, Fund Services role at citicclsa is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Associate, Product Management, Fund Services position at citicclsa located?
This Associate, Product Management, Fund Services role at citicclsa is based in Hong Kong. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Associate, Product Management, Fund Services role at citicclsa full-time or part-time?
This is listed as a Full time position. It is posted as a Associate, Product Management, Fund Services role in the 1821 CITIC Securities Fund Services (Asia) Limited department at citicclsa.
Which team or department does the Associate, Product Management, Fund Services at citicclsa belong to?
This Associate, Product Management, Fund Services position is part of the 1821 CITIC Securities Fund Services (Asia) Limited department at citicclsa. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Associate, Product Management, Fund Services position at citicclsa?
Click the "Apply Now" button on this page. You will be redirected to citicclsa's official application portal hosted on workday where you can submit your application directly.
When was the Associate, Product Management, Fund Services job at citicclsa posted?
This Associate, Product Management, Fund Services position at citicclsa was posted on Jul 20, 2026. Apply as soon as possible — early applications are often reviewed first.
Associate, Product Management, Fund Services
citicclsa
You'll be redirected to citicclsa's official application page on Workday.