Client Servicing Manager
aimHigher Consultancy Limited
- Company Industries:Human Resources Management/Consultancy
Job Information
- Post Date:2022-10-12
- Career Level:Middle
- Location:Not Specified
- Yr(s) of Exp:5 years
- Qualification:Degree
- Employment Type:Full Time
- Job Function:Banking / Finance Asset Management
Job Description
Company Description
Our client, a well-regarded international asset manager, is seeking a Client Servicing Manager. Reporting to the Head of Client Servicing, the successful candidate will be responsible for all clients’ servicing needs for both institutional and intermediary businesses.
Responsibilities
- Provide on-going client services for both institutional and wholesale clients, and act as their main point of contact for client inquires
- Assist sales team to organize client meetings / to coordinate client events
- Ensure timely and accurate client reporting, and coordinate ad hoc reporting when required
- Provide reporting support to distributors
- Manage account opening and client on-boarding process, and work closely with various departments, including operations / compliance etc
- Conduct due diligence exercise on new and existing clients, including on-going KYC follow-up
- Prepare presentation materials for client portfolio review meetings
- Work with RFP team to complete RFP / RFIs / DDQs
Requirements
- University graduate with degree in Business Administrations / Finance / Marketing / related discipline
- Relevant 5 years of investment funds industry experience, preferably in a diverse cultural environment. Candidates from pension / MPF business will be considered
- Excellent written, verbal communication and proofreading skills in English and Chinese
- Solid knowledge in MS Word, Excel and PowerPoint
- Self-motivated and flexible to manage multiple tasks and deadlines
- Detail-oriented and strong skills in data research
- Able to interact effectively with senior management both internally and externally
Company Info
aimHigher provides professional executive search and recruitment selection service to companies. We help our clients to attract, select and engage the best and brightest talent. As your strategic business partner, we are committed in delivering a recruitment solution that meets your needs.
Our Consultants specialize in a range of industry and professional sectors, namely Banking and Financial Services, Finance & Accounting, Hospitality, Human Resources, Retail & Wholesale, Sales & Marketing, Sourcing & Merchandising and Supply Chain. Through such specialization, we ensure that we have the necessary knowledge and in-depth understanding to serve the needs of our clients.
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