Regional Institutional Client Service
3 days ago
Regional Institutional Client Service & Account Management VP / Director APAC Institutional Client Service & Account Mgmt Global Asset Manager & Private Credit Investment Hybrid Work Mode & Dynamic Investment Expo Our Client Global Asset & Alternative Investment Manager offering comprehensive fixed income, equities, multi-asset solutions, and private credits investments for institutional & intermediaries’ clients. With a total of USD 320+ Bill AUM and established presence across North America, Europe, and Asia Pacific. Job Duties As part of the Regional Institutional Client Service & Account Management functions in AP and you’ll be tasked with the following accountabilities: 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 Cultivate clients’ relations and actively engage in pitching, prospecting and RFI activities by working closely with marketing, investment and operations teams Contribute to fundraising and ultimately promoting the client relationships as well as the company’s profile & branding Active participation in business development, capital raising and new product development initiatives Requirements CFA candidate and Well Qualified Graduate 12 years+/- proven track record in regional institutional client service, relationship and account management earned from asset management/private credits investment Seasoned presentation skill with proven competency in attending clients’ pitch and meetings Proactive working attitude with good understanding of private credit is a definite advantage Adaptive to working in a multicultural buyside environment Excellent proficiency in English, Mandarin and Cantonese Responsible Officer and MIC for APAC Hub Global Private Credit/Debt Investment Manager Promising and Rewarding Career Job Duties 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 Job Duties 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 APAC institutional & Intermediaries clients Friendly Int’l team; Rewarding & Promising Career 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 & Complianceprofessionals Hybrid Work Mode & Dynamic Investment Expo Job Duties 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 #J-18808-Ljbffr
-
APAC Regional Institutional Client Service
3 days ago
WorkFromHome, Hong Kong SAR China Projob21.com Ltd. Full timeA global asset management firm based in Hong Kong is seeking a Vice President / Director for Regional Institutional Client Service and Account Management. The role requires over 12 years of experience in client service, proficiency in English, Mandarin, and Cantonese, and skills in relationship management and presentations. The candidate will oversee...
-
WorkFromHome, Hong Kong SAR China Interactive Brokers Group, Inc. Full timeA leading global financial services company in Hong Kong is seeking an Associate/Senior Associate in Client Services to provide exceptional service to institutional clients. Responsibilities include resolving inquiries, assisting with trading lifecycle understanding, and escalating issues. Ideal candidates will have familiarity with asset classes, be skilled...
-
WorkFromHome, Hong Kong SAR China Interactive Brokers Group, Inc. Full timeA leading global financial services company in Hong Kong is seeking an Associate/Senior Associate for its Client Services team. In this role, you will provide exceptional service to institutional clients, resolve enquiries, and guide clients through the trading lifecycle. The ideal candidate should have familiarity with asset classes, critical thinking...
-
Regional Investment Reporting
3 days ago
WorkFromHome, Hong Kong SAR China Projob21.com Ltd. Full timeA leading global investment management firm is seeking a Regional Investment Reporting Specialist in Hong Kong. The role involves working with various teams to provide quality client service and support, managing client inquiries, and facilitating investment strategies. Candidates should have a degree in Business or Finance, significant experience in the...
-
WorkFromHome, Hong Kong SAR China Projob21.com Ltd. Full timeA global asset management firm is seeking a Trilingual Client Relationship Associate Director based in Hong Kong. The successful candidate will manage key institutional clients, ensuring effective communication and compliance. Responsibilities include overseeing client portfolios, networking with intermediaries, and driving business development in the APAC...
-
WorkFromHome, Hong Kong SAR China Interactive Brokers Group, Inc. Full timeAssociate / Senior Associate - Institutional Services Hong Kong Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting‑edge technology and...
-
WorkFromHome, Hong Kong SAR China Interactive Brokers Full timeAssociate / Senior Associate - Institutional Services Join to apply for the Associate / Senior Associate - Institutional Services role at Interactive Brokers Associate / Senior Associate - Institutional Services Join to apply for the Associate / Senior Associate - Institutional Services role at Interactive Brokers Company OverviewInteractive Brokers Group,...
-
WorkFromHome, Hong Kong SAR China Projob21.com Ltd. Full timeRegional HR Share Services Operations Specialist Regional HR Generalist, Operations & HR Projects Hybrid Mode & Multicultural Exposure Excellent Worklife Balance & Job Security Our Client Representing multiple top performing global ESG asset managers offering comprehensive investment solutions to institutional & intermediaries clients across Europe, US and...
-
Associate, Client Service
5 days ago
WorkFromHome, Hong Kong SAR China HarbourVest Partners Full timeDescription Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative...
-
Institutional Trade
3 days ago
WorkFromHome, Hong Kong SAR China Harbridge Partners Limited Full timeA financial services firm based in Hong Kong is looking for a Trade and Clients Support Specialist to manage client relationships with broker-dealers and investment managers. This role involves responding to inquiries, investigating trade issues, and meeting with institutional clients. Candidates should have a strong knowledge of financial products,...