Client Relation Manager Client Relation Manager …

Global Sage Hong Kong
in Hong Kong
Permanent, Full time
Last application, 01 Dec 20
Salary Negotiable
Global Sage Hong Kong
in Hong Kong
Permanent, Full time
Last application, 01 Dec 20
Salary Negotiable
Posted by:
Samantha Wong • Recruiter
Posted by:
Samantha Wong
Recruiter
Our client is a Hong Kong subsidiary of one of the biggest Chinese asset managers. They are looking for a Client Relation Associate to serve institutional clients from China, Hong Kong, and SE Asia on their investment in USD products.

Key Responsibilities:

  • Coordinate the business development and client servicing effort for institutional clients in Hong Kong, China and SE Asia
  • Proactively build understanding of the clients organizational structure and investment priorities
  • Continuously evaluating client needs, designing an organizational approach to relationship management, and providing value-added services
  • Manage reporting for the client accounts and assist in compiling presentation materials for internal and external client meetings
  • Establish and maintain regular communication with institutional sales
  • Coordinate client requests promptly and accurately
  • Actively measure and monitor success of client accounts business plan execution
  • Assist with ad hoc projects as assigned and be responsible for the quality and satisfaction of the project
  • Consistently seek ways to better service clients and improve internal coordination
  • Work closely with the Head of Sales to initiate, lead, and participate in regular CR projects

Position Qualifications

  • University degree specializing in Economics, Business or Finance.
  • A minimum of 4-6 years prior working experience in the financial services industry, preferably in marketing/ asset management/asset servicing sector with client relationship management experience.

 

 

Key Competencies and Personal Attributes:

  • An understanding of investment funds and its operations
  • Proficiency with Microsoft Office (Word, Excel, and PowerPoint)
  • Effective communication (written and verbal) in English and Mandarin
  • Analytical and organizational skills to determine the needs of the client and implement feasible solutions
  • High accuracy and attention to details
  • Ability to cooperate in a team environment

 

Interested parties, please send in your resume in MS Word format resume with current and expected salary to resumes@globalsage.com 

   Regretfully, only shortlisted candidates will be notified.

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