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Client Relations, Manager / Assistant Manager

Employer
Global Sage Hong Kong
Location
Hong Kong, Hong Kong
Salary
Commensurate with experience
Closing date
Aug 28, 2021

View more

Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Key Responsibilities / Duties:
  • Ensure efficient, proactive, and quality service to existing HK MPF & ORSO clients by the team. Be responsible for the overall satisfaction level of these clients
  • Identify opportunities to streamline existing procedures/ operation platforms for uptake and ongoing servicing of clients and communications with other teams/departments
  • Initiate, prepare, and continuously review/maintain marketing materials, presentations, reports, and member education materials for clients
  • Hold performance reviews with clients independently and address their concerns.
  • Conduct member briefing sessions
  • Liaise with trustee and administrator pertaining to initial set up of new schemes and changes to existing schemes
  • Assist sales team in preparation of Respond to Requests for Proposal (RFP) for all institutional products offered by the company to clients in the region
  • Maintain excellent relationships with consultants
  • Work closely with the Head to initiate, lead, and participate in regular CR projects (annual roadshow, employer luncheon, member pension forum, employer/employee survey and bowling event; bi-annual webcast; quarterly newsletter and employer seminar)
  • Responsible for ad hoc projects as assigned and be responsible for the overall quality and satisfaction of the project
  • Maintain a harmonious and upbeat team spirit
  • Coach and develop junior staff to ensure that there is a pool of expertise available
  • Make decisions aligned with the company's mission, strategy and benefits
  • Manage Investor Service team to maintain good quality client services to members and direct clients.

Work Experience / Knowledge:

At least 8 to 10 years prior working experience in the financial services industry, preferably in the marketing/asset management sector. Experience in the trustee company and MPF/ORSO industry could be an advantage

Skills / Other Personal Attributes Required:

Key Responsibilities / Duties:
  • Ensure efficient, proactive and quality service to existing HK MPF & ORSO clients by the team. Be responsible for overall satisfaction level of these clients
  • Identify opportunities to streamline existing procedures/ operation platform for uptake and on-going servicing of clients and communications with other teams/departments
  • Initiate, prepare and continuously review/maintain marketing materials, presentations, reports and member education materials for clients
  • Hold performance reviews with clients independently and address their concerns.
  • Conduct member briefing sessions
  • Liaise with trustee and administrator pertaining to initial set up of new schemes and changes to existing schemes
  • Assist sales team in preparation of Respond to Requests for Proposal (RFP) for all institutional products offered by the company to clients in the region
  • Maintain excellent relationship with consultants
  • Work closely with the Head to initiate, lead, and participate in regular CR projects (annual road show, employer luncheon, member pension forum, employer/employee survey and bowling event; bi-annual webcast; quarterly newsletter and employer seminar)
  • Responsible for ad hoc projects as assigned and be responsible for the overall quality and satisfaction of the project
  • Maintain a harmonious and upbeat team spirit
  • Coach and develop junior staff to ensure that there is a pool of expertise available
  • Make decisions aligned with the company's mission, strategy and benefits
  • Manage Investor Service team to maintain good quality client services to members and direct clients.

Work Experience / Knowledge:
  • At least 8 to 10 years prior working experience in the financial services industry, preferably in marketing/asset management sector. Experience in the trustee company and MPF/ORSO industry could be an advantage

Skills / Other Personal Attributes Required:
  • An in-depth understanding of investment funds and its operations
  • Team management skills
  • Basic compliance knowledge
  • Project management skills
  • Excellent interpersonal and communication skills
  • Strong team player, self-motivated, good and positive working attitude, and is able to work under pressure (i.e. working well on both individual and team bases)
  • Lead by example by demonstrating a sense of optimism, ownership and commitment.
  • Excellent organizing and coordinating skills
  • Excellent organizing and coordinating skills Strong attention to detail
  • Demonstrated numeracy and analytical skills
  • Customer-oriented
  • Meticulous and good team player
  • High integrity

Formal Education: (minimum requirement to perform job duties)
  • University degree specializing in Economics, Business or Finance
  • License/Registration/Certification: (minimum requirement to perform job duties)
  • SFC License for RA 1 (Dealing in Securities), MPF Intermediaries
  • Chartered Financial Analyst or Chartered Accountant is a distinct advantage
  • An in-depth understanding of investment funds and its operations
  • Team management skills
  • Basic compliance knowledge
  • Project management skills
  • Excellent interpersonal and communication skills
  • Strong team player, self-motivated, good and positive working attitude, and is able to work under pressure (i.e. working well on both individual and team bases)
  • Lead by example by demonstrating a sense of optimism, ownership and commitment.
  • Excellent organizing and coordinating skills
  • Excellent organizing and coordinating skills Strong attention to detail
  • Demonstrated numeracy and analytical skills
  • Customer-oriented
  • Meticulous and good team player
  • High integrity

Formal Education: (minimum requirement to perform job duties)

University degree specializing in Economics, Business or Finance

License/Registration/Certification: (minimum requirement to perform job duties)

SFC License for RA 1 (Dealing in Securities), MPF Intermediaries
Chartered Financial Analyst or Chartered Accountant is a distinct advantage

This job description is not intended and should not be construed to be an exhaustive list of all responsibilities, qualifications or working conditions associated with this position. Job descriptions may be altered at the discretion of management based on business needs.

Interested parties, please send your resume with your current and expected salary to resumes@globalsage.com

Regretfully, only shortlisted candidates will be notified.

(All collected personal information will only be used for recruitment purposes.)

For a confidential discussion about this role please contact Samantha - samantha.wong@globalsage.com

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