Associate Director/Senior Manager
4 months ago
About the Opportunity
Job Type: PermanentApplication Deadline: 31 July 2024Title Associate Director/Senior Manager - GMS Client Onboarding
Department Global Mandate Services
Location Hong Kong/Singapore
We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Global Mandate Services team and feel like you’re part of something bigger.
About your team
The Global Mandates Services (GMS) team is responsible for the implementation of segregated mandates for clients across the UK, CE, Asia Pacific, Japan & Middle East Institutional and Wholesale Business (collectively “Institutional”). The team is also responsible for managing the pipeline of client-led mandate change; internal or regulatory change that affects such mandates; as well as engagement with sales during the opportunity stage for assessment of potential future client requirements.
About your role
Reporting to the Head of GMS Client Onboarding , this role will be responsible for Institutional client onboarding, non-standard or highly complex mandate client-led change / terminations, and internally or regulatory led-change for Asia Pacific clients and may as well include coverage support for Japan, Continental Europe, UK and Middle East clients.
Focused on discretionary portfolio management (segregated mandate) and portfolio advisory services, the role will have central responsibility for delivery and quality assurance across the scope of activity. In addition, the role will support the business’ client opportunity development as a key technical consultant.
The successful candidate will act as a key strategic partner to the sales and business heads to help drive delivery of new business wins, and effectively manage the risks across client implementation management. The role will also assume central responsibility as the key agent for interactions with the range of internal partner functions that are critical to support implementation activity.
The role will be based in Hong Kong or Singapore and travel across the wider Asia region is possible, both to engage with client facing sales teams and key support functions.
About you
The successful candidate will manage a diverse range of initiatives (scope, size and complexity) across the COB Institutional business and will have a track record of delivery across a range of cross-functional, cross-country programmes. Manage new client implementations, existing non-standard or highly complex mandate client change activities / client terminations in line with the Global Institutional onboarding process: Manage discussions with client to review all implementation and servicing requirements - both from a contractual and operational perspective Collaborate with Global Institutional services counterparts and internal partner teams to identify and drive improvements to the Global Institutional onboarding process. Communicate effectively and work collaboratively with the Institutional businesses, investment and operations teams as well as 3rd party providers to ensure service delivery is relevant and fit for purpose. Represent Sales and maintain engagement with Sales during the implementation Coordinate internal resources to design solutions for non-standard client opportunities. Obtain agreement on implementation deliverables and ensure that they meet all the requirements of both the business and across multiple operations groups. The candidate will need to be on top of all activities and ensure deadlines are planned realistically and then met, as well as responding to client enquiries as they arise. Support the Institutional business with responses to RFPs and participation in prospect and due diligence meetings where required. Monitor current working practices, taking input from counterparts in the local team and other Fidelity locations and advise on suitable and innovative continuous improvements onboarding processes and procedures to better service clients. Support improvements to governance, reporting and the risk control processes in line with the expectations of the Institutional businesses Ability to influence others to act and commit support to the objectives; in short, the successful candidate will have excellent inter-personal, communication, documentation, facilitation and presentation skills Maintain an active and current interest in industry trends and regulatory developments to drive competitiveness in Fidelity’s Institutional offering. Willingness to travel to visit key internal stakeholder locations across the APAC region.Desirable Experience and Qualifications
Experience with leading / implementing client onboarding activity for the APAC Markets Experience of an investment management operational or client service background Knowledge of discretionary portfolio management structures across front, middle and back office functions Excellent communicator with ability to clearly articulate requirements and able to interact with client, third party and internal stakeholders at a senior level Experience in dealing with client contractual arrangements such as Investment Management Agreements and Investment Guidelines Strong accuracy and attention to detail in all aspects of service delivery, documentation and reporting Project management skills; experience of process improvement delivery and of supporting change initiatives Knowledge of broader Investment Management industry together with knowledge of relevant regulation desired (with regards to Institutional and Wholesale business lines) A good understanding of investment operations, risk, portfolio administration, investment strategies, products and operational processes An inquisitive and analytical mind, with a willingness to question processes with a view to creative and flexible problem solving / improving client service delivery A natural self-starter with the ability to multi-task, act flexibly, negotiate and follow tight deadlines, organise and prioritise work with minimal supervision and on own initiative Team player who can gain the support and commitment of internal service partners. Will need to be able to work effectively across multiple time zones and regions remotely Professional qualifications desirable (e.g. IMC / IAC) Exceptional standard of English language - spoken and written Other languages an advantageFeel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team.
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