Assistant Manager, Institutional Client Relations
- Employer
- Invesco
- Location
- Hong Kong, Hong Kong
- Salary
- Market Competitive
- Closing date
- Jan 6, 2022
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Key Responsibilities
Basic Qualifications
Key Competencies
License Requirement
- Proactively build understanding of the assigned clients organizational structure and investmentpriorities; including thorough understanding of the assigned clients reporting, regulatoryrequirements,andguidelinesservicingrequirements.
- Establish and maintain regular communication with institutional sales, portfolio management and keystakeholders;
- Continuously evaluating client needs, designing an organizational approach to relationshipmanagementandprovidingvalueaddedservices;
- Coordinate client requests promptly and accurately; facilitate dialogue between client and internal teams regarding IMA/IG changes, investment review and presentation, reporting, Fund account(s) setup/operations etc;
- Assist AML documentation during new account onboarding and subsequent refresh as required by Compliance/AMLteam;
- Hold performance reviews with clients independently and drive solution to address issues/concerns;
- Actively measure and monitor successof client accounts:investment and service level execution;
- Lead or assist with regular CR or ad hoc projects as assigned and be responsible for the quality andsatisfactionof theproject;
- Actively measure and monitor success and consistently seek ways to better service clients andimproveinternal coordination;
- Organize andprioritizetime andresourcetomeetgoalsandexpectations;
- Perform any other duties assigned to you by the Head of Client Relations and/or the firm;
- Maintaina harmonious and upbeat teamspirit.
Basic Qualifications
- University degree specializing in Economics, Business or Finance;
- Solid 7+ years (4 years for Assistant Manager) Institutional Client Relations working experience within the financial services industry, preferably in asset management sector;
- Processes of good understanding of institutional asset management industry, regulation and needs of institutional clients;
- Solid knowledge of different investment assets, product capabilities, operations and services;
- Fluency in written and oral communication in English, Cantonese and Mandarin Chinese (native preferable).
Key Competencies
- Strong team player with high integrity,self-motivated, committed and positive working attitude;
- Excellent interpersonal and communication skills, with ability to cooperate in a team environment and work under pressure (individual and team bases) and tight timeline;
- Analytical and organizational skills to determine the needs of the client and drivefeasible solutions;
- Professional and presentable with ability to host client review meetings face to face;
- Great attention to details with ability to prioritize,multi-task and project manage;
- Demonstrate strong numbers aptitude;
- Proficiency with Microsoft Office (Word, Excel, and PowerPoint).
License Requirement
- SFC License for RA1(Dealing in Securities);
- Chartered Financial Analyst or Chartered Accountant is a distinct advantage
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