Assistant Manager, Institutional Client Relations

5 days left

Hong Kong, Hong Kong
Market Competitive
May 28, 2021
Jun 27, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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 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/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.
  • Lead or assist with regular CR or ad hoc projects as assigned and be responsible for the quality and satisfaction of the project.
  • Actively measure and monitor success and consistently seek ways to better service clients and improve internal coordination.
  • Organize and prioritize time and resource to meet goals and expectations.
  • Perform any other duties assigned to you by the Head of Client Relations and/or the firm.
  • Maintain a harmonious and upbeat team spirit.

Basic Qualifications
  • University degree specializing in Economics, Business or Finance
  • Minimum 4 years in 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.

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