Client Portfolio
4 months ago
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- 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 & Compliance professionals.
- 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.
- Well qualified graduate in finance, economics or related discipline.
- 8yrs+/- client relationship or client portfolio management experience earned from international asset 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.
As part of the Regional Portfolio Management Support Team, 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.
- Expansion headcount for AP/Greater China region.
- Multi-asset & Discretionary Investment Advisory.
- Evaluate portfolio risk and identify customized investment solutions with the comprehensive support of product specialists/investment teams.
- Regularly monitor client portfolios for performance, risk and opportunities.
- Provide Discretionary Mandates, Alternative & Capital Markets Product Advisory with seasoned private bankers.
- Profound Institutional Clients and Family Office Exposure.
- Manage multi-asset classes of discretionary portfolios for UHNW & Institutional clients.
- Accountable for managing the model portfolios with tactical asset allocation determined by the Regional/Global Investment Committee.
- Assume the Asia ex-Japan portfolio (covering AUS/NZ/India) lead to manage and oversight equity asset class portfolios, with a team of professionals.
- Assisting investment managers on tracking of the latest market developments and thematic issues related to central bank policies, rates and key economic indicators etc.
- Conducting top-down and bottom up research.
- Monitoring portfolio performance and attribution analysis.
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