Assistant Manager/ Manager, Institutional Client Services

Job Title: Assistant Manager/ Manager, Institutional Client Services
Contract Type: Permanent
Location: Hong Kong
Reference: 17295 (13_241018)
Contact Name: Jessie Lam
Contact Email:
Job Published: October 24, 2018 18:41

Job Description

A top tier asset management is looking for an Assistant Manager/ Manager in Client Services to provide quality services to institutional clients in China.


  • Liaise with administrator/ transfer agency/ trustee to set up new accounts/ portfolio and initiate changes to existing accounts
  • Interfaces with sales team to prepare Respond to Requests for Proposal (RFP) for all institutional products offered by the business to clients in the region
  • Execute end-to-end operational process including preparation of RFP, on-boarding, contract negotiation, cash flow/ transactions, rebates and reporting
  • Work closely with the Head of Client Services to streamline existing procedures/ operation platform


  • A minimum of 3 years (for Assistant Manager) or 5 years (for Manager) work experience in institutional client services and marketing in buy-side
  • Products knowledge in equities/ fixed income
  • SFC License Type 1 is preferred
  • Native Mandarin speaker is preferred