Client Services Manager, Investment Management

Location: Hong Kong
Job Type: Permanent
Practice Area: Investment Management, Operations

A top tier asset management is looking for a Manager in Client Services to provide quality services to institutional clients in APAC

Responsibilities:

  • Liaise with administrator/ transfer agency/ trustee to set up new accounts/ portfolio and initiate changes to exisiting 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

Requirements:

  • A minimum of 5 years work experience in institutional client services and marketing in buy-side
  • Products knowledge in equities/ fixed income
  • SFC License Type 1 is preferred