Associate, Client Servicing

2 days ago


Hong Kong, Central and Western District, Hong Kong SAR China aimHigher Consultancy Limited Full time

Our client, a well-regarded international asset manager, is seeking an Associate, Client Servicing to support their business growth in Asia region.

Responsibilities

  • Respond promptly and accurately to a steady stream of client inquiries, addressing both routine and ad hoc requests.
  • Assist in the timely production and distribution of monthly client reports, ensuring adherence to quality standards and deadlines.
  • Prepare performance and analytical materials for client review meetings.
  • Coordinate logistics for investment managers' client engagement activities, including review meetings, roadshows, etc.
  • Assist in preparation work for client activities, including researching client and consultant profiles, organizing internal prep calls, and managing post-meeting follow-ups.
  • Maintain and update client profiles, activity reports, and sales opportunity pipelines using Salesforce CRM.
  • Collaborate with the Institutional Sales team and other departments (Portfolio Management, Reporting, Legal and Compliance, Operations) across global offices to address client and prospect needs.
  • Represent Client Servicing Team to participate in projects aimed at optimizing internal workflows in accordance with industry best practices.
  • Review DDQ responses to ensure accuracy and compliance with client expectations. Oversee submissions and work with RFP team for deadlines.

Requirements

  • Bachelor's degree in finance, commerce, or a related quantitative field.
  • SFC Type 1 and Type 4 licenses holder.
  • At least 3 years of experience in asset management industry covering institutional clients.
  • Working knowledge of equity, fixed income, and alternative products and instruments.
  • Strong attention to detail with excellent analytical and quantitative problem-solving abilities.
  • Outstanding communication and interpersonal skills, with a client-centric approach.
  • Self-motivated with the capability to work under pressure.
  • Proficient in MS Office and Bloomberg; ability to quickly learn additional tools and systems as required.
  • Experience with CRM systems and reporting tools.
  • Ability to maintain professional discretion and confidentiality.
  • A proactive mindset with the ability to think critically and drive continuous improvement.
  • Fluent in English, Cantonese, and Mandarin.
Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance, Analyst, and Research

Industries

Investment Management, Financial Services, and Banking

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