Client Portfolio

Our Client Expansion headcount for Trilingual Client Relationship Associate Director to be part of the Greater China & Regional team with Global Asset Management Group, hiring over 250 investment professionals across the world. Job Duties As part of the Regional Institutional Client Service & Account Management functions in AP and you’ll be tasked with the following accountabilities: Assume key clients contact with high profile institutional & intermediaries clients Cultivate strong client relationship by managing the full life cycle from account management, client on-boarding, periodic portfolio review to ensuring the timely deliverable of SLA Understand clients’ investment/risk requirements; facilitate pitching/business development activities and investment communication by working in close collaboration with Investment Managers, Sales & marketing. Legal & Complianceprofessionals Accountable for ensuring the fulfilment of SLA and client requests inclusive of RFP and Legal & Compliance audit etc. Maintenance of CRM system and client contact information Active participation in regional and global projects Identifying business development opportunities, facilitating investor due diligence, managing end to end pre/post sales process by collaborating with key stakeholders including institutional sales, fund manager, product specialists and legal & compliance Assume the key contact point from conducting portfolio review, on-going investment communication and tackling any operational related enquiries etc to ensure the fulfilment of SLA Understand clients’ investment strategies based on the current capital market landscape and facilitate timely execution Responsible Officer and MIC for APAC Hub Global Private Credit/Debt Investment Manager Promising and Rewarding Career Assume one of the senior roles and founding members for the Asia Hub in HK Being the Responsible Officer/ Manager in charge accountable for the overall management oversight Oversight the investment team and ensure trade orders are executed in an accurate, timely and effective manner Expansion Greater China Intermediary Sales Headcount Promising Career and Rewarding Benefits As part of the regional sales team and you’ll be accountable for cultivating and networking with China Intermediaries including retail banks, private banks and financial advisors Facilitate comprehensive sales and distribution effort by analyzing clients’ profiles; customizing investment solutions to conducting events/road shows Collaborate with regional investment, product and marketing team to ensure successful execution of sales strategies and fulfilment of targets Hybrid Work Mode & Dynamic Investment Expo As part of the Regional Portfolio Management Support Team and assist cross asset classes of investment managers in AP with the following accountabilities: Ensure accurate and timely order execution control as the bridge between PM/Traders and Middle Office/Operations Team Facilitate portfolio rebalancing, asset allocation and investment monitoring Oversight cash management and resolve any reconciliation/operations related matters by working with operations/external fund administrators Requirements Well qualified graduate in finance, economics or related discipline 8yrs+/- client relationship or client portfolio management experience earned from international assert management companies Good understanding of diversified investment strategies Proven track record in managing institutional and intermediaries channels International mindset with steady and successful employment track record Strong proficiency in English, Mandarin and Cantonese APAC Institutional Client Service & Account Mgmt Global Asset Manager & Private Credit Investment Hybrid Work Mode & Dynamic Investment Expo #J-18808-Ljbffr