Client Account Manager - Korean clients

Employer
Albourne Partners (Singapore) Pte. Limited
Location
Singapore
Salary
Comprehensive Compensation and Benefits Package
Posted
Sep 04, 2019
Closes
Oct 04, 2019
Ref
CAM -2019CFA
Employment Type
Full Time
Education
Bachelors

This is an exciting opportunity to join a high-profile consultancy firm in the alternative investments industry in Singapore. The Client Account Manager role sits within the Portfolio Group. This Function is the conduit through which Albourne provides investment advice to its clients and interacts with them on a daily basis. The Client Account Manager act as the liaison between Albourne and its clients while supporting those who advise sophisticated investors regarding complex investments in alternative asset classes.

 

 Accountabilities:

•             Act as the daily liaison between the clients and Albourne to ensure the delivery of advisory services

•             Contribute ideas on how best to service clients based on an understanding of the client’s business and portfolio objectives

•             Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients; this may include summarizing salient points from Albourne research pieces and preparing quantitative analysis (performance, risk, etc) as requested by clients

•             Proactively review and highlight new Albourne research to clients based on their current and/or potential portfolio(s)

•             Gain in depth knowledge of the client’s interests and needs to be able to identify cross selling opportunities in coordination with business developers

•             Responsible for monthly feedback regarding client interactions and satisfaction      

•             Be fluent in Albourne industry initiatives to independently explain our positions, garner feedback and liaise with the appropriate Albourne representative to implement any change

•             Manage new client account set up and provide training of Albourne’s systems and tools to assigned clients through online and in person demonstrations

•             Monitor and maintain client due diligence requests, budgets, and client preferences

•             Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers

•             Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients.  If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients

•             Ensure the internal database and knowledge management system are maintained with up to date information on the clients

•             Report potential conflicts to and work with compliance to ensure appropriate disclosures appear on research reports

•             Actively participate in the planning and execution of Albourne Events as requested. Participate in the promotion and registration of all Client events

Other Requirements:

•             Bachelor’s degree from an accredited college/university required

•             Korean language skills required

•             Japanese language skills desired

•             Strong literacy in Microsoft Office

•             Proactive self-starter and proficient in time management & multi-tasking skills

•             Professional demeanour and strong interpersonal skills

•             Abide by the Client Group policies and procedures as well as the Albourne Group’s policies and procedures including but not limited to compliance and database filing

•             Attendance at annual company events as requested

•             Adherence to the Compliance Manual and other Albourne Policies and procedures

Benefits:

  • Professional development support
  • 22 days’ annual leave
  • Discretionary bonus scheme

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