CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
CLIENT SERVICE & SALES SUPPORT - SENIOR MANAGER / MANAGER
Recruitment Intelligence Consultants Limited
July 8, 2018
Major International Asset Management
Our client is an established asset management renowned for its diversified investment management services and products. They are now seeking for top calibre candidates to join them in Hong Kong.
Engage with institutional prospects and clients directly, especially focusing on institutional clients, to enhance working relationships and ensure clients' needs are met in a timely manner. Serve as primary day to day contact for all relationship activities, including daily ad-hoc enquiries and in-depth search of information, request for information regarding portfolios and operational related requests. Prepare for materials required for prospecting and ensure they are in compliant. Assist in new clients' on board process, act as main coordinator and arrange with different internal departments. Perform KYC on new clients and ongoing KYC and due diligence for existing clients and ensure all clients documentation are properly recorded and saved. Ensure high quality regular and ad hoc client report to be delivered and respond to client's enquiries in a timely manner. Suggest improvements in enhancing work flow and key development plans on institutional client servicing aspects. Maintain clients' information within the CRM database and ensure records are up-to-date in the system. Ensure client documentation and record is updated safe-kept properly. Work with clients directly to identify opportunities and asset sales to cross sell additional mandates and contribute in asset gathering, provide market intelligence to enhance sales flow. Assist in client events and any other client servicing or marketing activities to strengthen client relationships. Provide proactive support and communication to prospects & clients with respect to portfolio performance, attributes and provide update as necessary. Arrange and coordinate client portfolio review meetings to review assigned portfolios, investment guidelines, portfolio objectives and investment process. Liaise and establish strong relationship with internal teams.
To be considered, you will be a Degree holder with a minimum of 5 years of relevant experience in areas of relationship management. Strong interpersonal skills, ability to build the trust and confidence of clients.Strong knowledge of financial products. Travel may be required on an ad-hoc basis. Well-developed prioritization and time management skills, high level of accuracy and attention to detail. Strong oral and written communication skills, primarily in one-to-one client service communication. Fluent in English & Cantonese, Mandarin is a plus.
Interested applicants should send a detailed resume to Kelly Kam by email to email@example.com or by fax to (852) 2838 3323 quoting reference eFC2925.
(Applicants not contacted within 4 weeks should consider their application unsuccessful.)