- 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
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