# Client Liaison

**Company**: Manulife Financial Corporation
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://manulife.wd3.myworkdayjobs.com/en-US/MFCJH_Jobs/job/Hong-Kong/XMLNAME--Assistant--Manager--Client-Liaison-Team_JR26040754?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_754ec489-359

## Description

This role is responsible for client liaison within Wealth Operations Hong Kong.

Key duties include handling agent and customer enquiries in a timely and professional manner, supporting client onboarding and maintenance, supporting transaction requests, coordinating reporting, and ensuring compliance with relevant internal policies and procedures, and regulatory requirements.

**Position Responsibilities:**

- Provide counter service support and resolve customer enquiries professionally.

- Ensure all requests are handled accurately, compliantly, and within defined turnaround times and quality standards.

- Handle agent enquiries via phone and email.

- Collaborate with internal teams to achieve business goals and support operational needs.

- Oversee client onboarding and account maintenance processes, including KYC/AML review, name screening, client agreements, and investigations of suspicious transactions.

- Ensure client instruction processing adheres to fund cut-off times and requirements from fund transfer agencies.

- Ensure internal service level standards and client experience are observed.

- Ensure compliance with relevant internal policies and procedures, and regulatory requirements.

- Distribute reporting to internal stakeholders on a timely basis.

- Maintain strong collaboration with stakeholders and support management-assigned projects and team objectives.

**Required Qualifications:**

- Degree or Diploma holder.

- At least 5 years of relevant experience in wealth management or multi-product distribution operations with nominee structure.

- SFC Paper 1 License is mandatory.

- Strong customer service and interpersonal skills.

- Quick learner with strong analytical and problem-solving abilities.

- Self-motivated, responsible, and able to follow through on commitments.

- Experience in processes and oversight of multi-fund distribution operations with nominee structure.

- Experience in settlement processing, cash movement, cash reconciliation, and control.

- Knowledge and experience in AML ATF framework, regulatory requirements.

- Proficient in Microsoft Office.

- Excellent command of written and spoken English and Chinese.

**When you join our team:**

- We’ll empower you to learn and grow the career you want.

- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

- As part of our global team, we’ll support you in shaping the future you want to see.

## Skills

### Required
- wealth management
- multi-product distribution
- KYC/AML
- regulatory requirements
- Microsoft Office

### Nice to have
- transfer agency systems
- fund distributor operations
- portfolio accounting systems

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Source: [Apply at manulife.wd3.myworkdayjobs.com](https://manulife.wd3.myworkdayjobs.com/en-US/MFCJH_Jobs/job/Hong-Kong/XMLNAME--Assistant--Manager--Client-Liaison-Team_JR26040754?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)