- APAC institutional & Intermediaries clients
- Oversight Client Relationship & Portfolio Review
- Friendly Int’l team; Rewarding & Promising Career
Our Client
Expansion headcount for Trilingual Client Relationship Associate Director to be part of the Greater China & Regional team with Global Asset Management Group, hiring over 250 investment professionals across the world.
Job Duties
- Assume key clients contact with high profile institutional & intermediaries clients
- Cultivate strong client relationship by managing the full life cycle from account management, client on-boarding, periodic portfolio review to ensuring the timely deliverable of SLA
- Understand clients’ investment/risk requirements; facilitate pitching/business development activities and investment communication by working in close collaboration with Investment Managers, Sales & marketing. Legal & Compliance professionals
- Accountable for ensuring the fulfilment of SLA and client requests inclusive of RFP and Legal & Compliance audit etc.
- Maintenance of CRM system and client contact information
- Active participation in regional and global projects
Requirements
- Well qualified graduate in finance, economics or related discipline
- 8yrs+/- client relationship or client portfolio management experience earned from international assert management companies
- Good understanding of diversified investment strategies
- Proven track record in managing institutional and intermediaries channels
- International mindset with steady and successful employment track record
- Strong proficiency in English, Mandarin and Cantonese
Category : Asset Management 
Industry :
Banking & Finance
You may also interested in......
- APAC Institutional Client Service & Account Mgmt
- Global Asset Manager & Private Credit Investment
- Hybrid Work Mode & Dynamic Investment Expo
Job Duties
As part of the Regional Institutional Client Service & Account Management functions in AP and you’ll be tasked with the following accountabilities:
- Identifying business development opportunities, facilitating investor due diligence, managing end to end pre/post sales process by collaborating with key stakeholders including institutional sales, fund manager, product specialists and legal & compliance
- Assume the key contact point from conducting portfolio review, on-going investment communication and tackling any operational related enquiries etc to ensure the fulfilment of SLA
- Understand clients’ investment strategies based on the current capital market landscape and facilitate timely execution
- Responsible Officer and MIC for APAC Hub
- Global Private Credit/Debt Investment Manager
- Promising and Rewarding Career
Job Duties
- Assume one of the senior roles and founding members for the Asia Hub in HK
- Being the Responsible Officer/ Manager in charge accountable for the overall management oversight
- Oversight the investment team and ensure trade orders are executed in an accurate, timely and effective manner
- Global Active & Alternative Investment Mgmt Grp
- Expansion Greater China Intermediary Sales Headcount
- Promising Career and Rewarding Benefits
Job Duties
- As part of the regional sales team and you’ll be accountable for cultivating and networking with China Intermediaries including retail banks, private banks and financial advisors
- Facilitate comprehensive sales and distribution effort by analyzing clients’ profiles; customizing investment solutions to conducting events/road shows
- Collaborate with regional investment, product and marketing team to ensure successful execution of sales strategies and fulfilment of targets
- Regional Portfolio Investment Management Support
- Oversight trade execution, Cash Mgmt & Projects
- Hybrid Work Mode & Dynamic Investment Expo
Job Duties
As part of the Regional Portfolio Management Support Team and assist cross asset classes of investment managers in AP with the following accountabilities:
- Ensure accurate and timely order execution control as the bridge between PM/Traders and Middle Office/Operations Team
- Facilitate portfolio rebalancing, asset allocation and investment monitoring
- Oversight cash management and resolve any reconciliation/operations related matters by working with operations/external fund administrators