Client Relations, Manager / Assistant Manager

Global Sage Hong Kong
Hong Kong, Hong Kong
Commensurate with experience
Jul 10, 2021
Aug 09, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Job Purpose

The Client Relations team is responsible for client relationship management mainly for institutional business. The team proactively builds relationship with institutional clients in the region (Greater China, Southeast Asia and Korea). The team partners with institutional sales, portfolio management teams and other key stakeholders.

This position serves as the primary internal contact for key institutional accounts to develop a deep

understanding of our client's priorities and work with internal teams to meet those needs by utilizing

client's worldwide abilities to provide value-added services. This position will manage all service and agreed activities for assigned accounts.

Key Responsibilities

  • Proactively build understanding of the assigned clients organizational structure and investment priorities; including thorough understanding of the assigned clients reporting, regulatory requirements, and guidelines servicing requirements.
  • Establish and maintain regular communication with institutional sales, portfolio management and key stakeholders;
  • Continuously evaluating client needs, designing an organizational approach to relationship management and providing value added services;
  • Coordinate client requests promptly and accurately; facilitate dialogue between client and internal teams regarding investment review and presentation, reporting etc;
  • Assist AML documentation during new account onboarding and subsequent refresh as required by Compliance/AML team;
  • Hold performance reviews with clients independently and drive solution to address issues/concerns;
  • Actively measure and monitor success of client accounts: investment and service level execution;
  • Actively measure and monitor success and consistently seek ways to better service clients and improve internal coordination;

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 drive feasible 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 RA 1 (Dealing in Securities);
  • 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

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 -

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