Client Manager

5 days ago

Hong Kong Island, Hong Kong SAR China Schroders Full time

Responsibilities Work with the Head of Institutional Business to develop and implement business development plans and strategy for Hong Kong, Macau and Philippines. Build relationships and secure business opportunities with prospective institutional clients, including official institutions, insurance companies and family offices across public and private markets. Manage the relationship of selected existing clients for both asset retention and cross‑selling opportunities. Prepare sales proposals and client‑meeting presentation materials by liaising with internal teams such as the RFP team, Fund/Product Managers and other support functions. Collaborate with the Marketing Team for marketing events to strengthen and promote the company profile. Attend industry events to ensure the company’s presence in the market. Assist the Head of Institutional Business by maintaining regular contact with major consultants. Qualifications Bachelor’s degree or above in Finance, Accounting, Business or equivalent subjects. Professional accreditation such as a CFA qualification is an advantage. At least 5 years of experience in a front‑office role such as business development, product specialist in global asset‑management companies, or investment function at an asset owner. Good market and technical knowledge of all asset classes. Experience as a senior individual contributor in building new relationships and maintaining existing institutional‑client relationships. Enjoys bringing in fresh ideas to develop new channels into the institutional business. Strong communication and presentation skills. Enjoys analytical work and attention to finer details. Proficient in MS Word, Excel and PowerPoint. Willingness to learn new applications. Fluency in English and Cantonese; strong preference for Mandarin speaking ability. #J-18808-Ljbffr

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