Client Service Manager (Mandarin Speaker)

Use your Mandarin and English language skills to support sophisticated clients, financial advisers and complex

Your new company 
Join a globally recognised wealth management business supporting sophisticated individuals, families and institutions. This is an outstanding opportunity to further your career within a high-performing team and gain exposure to complex client portfolios, financial markets and key stakeholder relationships.
Your new role 
As a Mandarin-speaking Client Service Manager, you will work closely with financial advisers and their clients in a high-volume, time-critical environment. You will use your knowledge of the financial advice process, markets and industry trends to deliver accurate, responsive support. 
The role requires fluency in written and spoken Mandarin and English to support Chinese-speaking clients.

• Facilitate administrative client queries and provide timely, accurate support.
• Manage client onboarding, including account documentation and client record creation.
• Maintain client accounts and records in line with AML/CTF and KYC requirements.
• Coordinate IPO and corporate action allocations.
• Prepare client valuations, asset allocations and reporting as required.
• Assist with domestic and international asset and cash transfers.
• Process and monitor stock settlements, including following up outstanding client funds.
• Prioritise competing adviser requests in a fast-paced environment.
• Build effective relationships with internal stakeholders and departments across the business.
• Proactively identify issues, recommend solutions and contribute to ongoing process improvement initiatives.

What you'll need to succeed 

• Fluency in written and spoken Mandarin and English.
  
• A degree in Finance, Business, Economics or a related discipline.
  
• Previous experience within wealth management, financial planning or a client service environment.
  
• RG146 qualification, or a willingness to study towards it.
  
• Strong stakeholder engagement and communication skills, with the ability to build relationships with advisers and clients.
  
• High attention to detail, strong organisational skills and the ability to manage competing priorities in a fast-paced environment.
  
• A proactive, team-oriented approach with a genuine interest in financial markets and wealth management.
  

What you'll get in return 
An opportunity to join a world-class organisation that values integrity, excellence and long-term success. In return, you will enjoy:

• A career-defining opportunity within a globally recognised wealth management brand.
• A specialist role where your Mandarin and English language skills will be highly valued.
• Exposure to sophisticated clients, financial advisers and complex investment offerings.
• Ongoing professional development and support to obtain relevant industry qualifications.
• A collaborative, high-performing environment with genuine opportunities to build your career.
• Office-based for the first 3 months to support training & development, with 1 day per week work from home available thereafter.

What you need to do now 
If you're interested in this opportunity and have at least 12 months' working rights remaining in Australia, click 'Apply Now' or send your updated CV to fiona.russell@hays.com.au.


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