Transfer Agency Specialist

Hong Kong
Highly Competitive
15 Sep 2018
20 Sep 2018
Contract type
Full time


  • As single point of contact with clients and advise on all operational issues
  • Subject matter expert in Transfer Agency
  • Managing a processing or servicing team and ensure that optimum levels of operational efficiency are achieved to capitalize on growth
  • To plan, manage and control all aspects of operations to ensure efficiency
  • Thorough understanding of agreed procedure and flows of clients specific requirements
  • Assist in streamlining and standardize the daily processes both internal and external
  • Assisting in coaching and training subordinates and newcomers to provide guidelines when necessary to team members on various issues
  • To take up or lead an ad hoc projects as assigned from time to time


  • 5-7 Years in Transfer Agency & fund services
  • Solid business analysis or project management working experience beneficial
  • Knowledge in Transfer Agency systems will be an advantage
  • Flexible and adaptable mindset to adjust to changes
  • Strategic thinker, with strong conceptual, creative and analytical capabilities
  • Energetic, results focused change agent, with a strong work ethics
  • Strong Team Player and have the ability to motivate others

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