- APAC Institutional Client Service & Account Mgmt
- Global Asset Manager & Private Credit Investment
- Hybrid Work Mode & Dynamic Investment Expo
Our Client
Global Asset & Alternative Investment Manager offering comprehensive fixed income, equities, multi-asset solutions, and private credits investments for institutional & intermediaries’ clients. With a total of USD 320+ Bill AUM and established presence across North America, Europe, and Asia Pacific.
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
- Cultivate clients’ relations and actively engage in pitching, prospecting and RFI activities by working closely with marketing, investment and operations teams
- Contribute to fundraising and ultimately promoting the client relationships as well as the company’s profile & branding
- Active participation in business development, capital raising and new product development initiatives
Requirements
- CFA candidate and Well Qualified Graduate
- 12 years+/- proven track record in regional institutional client service, relationship and account management earned from asset management/private credits investment
- Seasoned presentation skill with proven competency in attending clients’ pitch and meetings
- Proactive working attitude with good understanding of private credit is a definite advantage
- Adaptive to working in a multicultural buyside environment
- Excellent proficiency in English, Mandarin and Cantonese
Category : Asset Management 
Industry :
Banking & Finance
You may also interested in......
- Strong Brand with Promising Career
- Friendly, Supportive & Collaborative Int’l Team
- Outstanding Benefits and WFH Policy
Job Duties
What You Will Do:
- Drive Growth: Identify and cultivate new business from retail banks and wealth management platforms in Hong Kong.
- Manage Key Accounts: Maintain and strengthen existing distribution relationships, ensuring products constantly rank as a core part of their recommended lists.
- Technical Advisory: Effectively communicate the investment philosophies, strategies and market outlook to clients. Assuming the bridge between investment manager & clients. Building trust through expertise.
- 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
- APAC institutional & Intermediaries clients
- Oversight Client Relationship & Portfolio Review
- Friendly Int’l team; Rewarding & Promising Career
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