Senior / Sales and Client Relationship Manager

Responsibilities:

Assist in onboarding new clients/distributors and setting up required accounts, as well as maintaining all documents and records
Conduct new account due diligence and KYC in accordance with the internal policies guidelines and procedures.
Maintaining existing client relationship on a daily basis, provide after sales service and supports
Help build and maintain a database of client profiles
Act as a bridge between the front line staff and the back office for all day-to-day account servicing activities
Liaise with both internal and external parties to resolve any account issues
Work with the front line staff in responding to ad-hoc client/distributor's requests
Prepare the tailor-made sales presentation and materials for institution clients
Serve as the day-to-day client contact for any issues on account reporting, portfolio compliance, trade settlements, performance measurement, etc.
Be a member of the Sales Management Team, supporting sales and marketing activities for business opportunities, clients, and prospects
Additional tasks that may be assigned from time to time

Requirements:

Bachelor Degree or above, with professional CFA qualification would be an asset
Minimum 5 year experience in relevant industry, preferably in Chinese
Asset Management companies
Good communication skill & detailed-oriented
Good command of spoken and written English, Mandarin and Cantonese
Familiar with MS Office including MS Word, Excel and etc.
Candidate with more experience would be considered as Manager

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