Asset Management
1 week ago
Role Overview Client Account Managers play a key role within the Global Client Group at BNP Paribas Asset Management. Working in close tandem with Client Relationship Managers, they deliver an outstanding client experience, drawing on expertise from across the firm. The focus of this role is on Greater China Institutional Clients and Prospects. Key Responsibilities Client ServiceEstablish and maintain high‑quality, long‑term, trusted‑advisor relationships with clients, ensuring a clear understanding of their experience and intentions while proactively managing risks. Act as the preferred point of entry for all client queries, taking ownership and ensuring timely, adequate responses. Be responsive to issues and complaints, escalating appropriately. Ensure high‑quality, timely and accurate delivery of client reports in collaboration with Reporting teams. Manage the regular client review process, gathering all relevant information and presenting it in an appropriate format. Monitor client satisfaction and work with stakeholders to improve service quality, in line with the client tiering model. Interface with clients to assist with negotiating and implementing services as stipulated in contractual documentation, working with centres of expertise. Pilot on‑site client visits and training, validating the purpose for visits, developing agendas and arranging logistical support. On‑board new accounts, coordinate fund/mandate changes, periodic review and closing in collaboration with relevant centres of expertise. Business Relationship Management and DevelopmentMaintain a comprehensive understanding of the services BNP Paribas Asset Management can provide. Contribute to the overall sales effort through involvement in RFPs, RFIs, marketing materials and other administrative duties. Assist CRM at client/prospect meetings focused on new opportunities, clarifying servicing requirements and constraints and advising on onboarding and implementation. Participate in client meetings, functions and events as appropriate. Capture all relevant client information and activity indicators in Salesforce and share with Sales teams. Contribute to the retention of existing business, logging assets at risk and developing remediation plans. Understand competitor activities and industry trends. Contribute to projects with a direct impact on clients or sectors covered. Assist the Sales team in reviewing client profitability and risk, and with the implementation of retention strategies. Operational Risk ManagementBe aware at all times of operational risk and adhere to all relevant procedures. Risk and ComplianceAlways adhere to applicable laws, rules and regulations and internal procedures, including the Code of Ethics, management of conflicts of interest and client confidentiality. Advise Compliance of any issues as soon as they may arise, with relevant escalation. Ensure that clients are always treated fairly. Be alert to possible or actual complaints and manage them in line with the agreed procedure. Financial SecurityCollaborate with the KYC Centre of Expertise on AML/KYC tasks. Key Internal / External Relationships Internal:Client Relationship Managers Client Service colleagues locally and across the organisation, especially within Centres of Expertise Relevant stakeholders across the firm and across different cultures/time zones (Portfolio Management, Legal, Compliance, Investment Risk and Compliance, Finance, Investment Operations, Fund and Mandate Operations, etc.) External:Clients and Prospects External stakeholders involved in servicing client accounts Essential Qualifications & Experience Technical and industry experienceExcellent academic background with a deep interest in investment management or financial markets. 3–5 years of successful experience in the financial services industry, with at least 2 years in Asset Management, ideally with Institutional Clients. Experience in client servicing. Excellent command of English, Cantonese and Mandarin, written and spoken. Onboarding experience is an advantage. Strong interest in ESG and sustainable investing is an advantage. Project management experience is an advantage. Data/Digital skillsData savvy: advanced working knowledge of Excel; working knowledge of Power BI and Tableau is a plus. Digital savvy: well‑versed in Salesforce (or other CRM tool), working knowledge of collaborative online tools such as MS Teams, SharePoint, Webex and other digital client engagement tools is a plus. Proficiency in PowerPoint and ability to make impactful presentations. Personal attributesHas high standards, values hard work and is results‑driven. Demonstrates a client‑centric mindset, maturity and upholds the highest personal integrity standards. Meticulous and precise, fully understanding client needs from the big picture to the smallest detail. Gets things done: rigorous, resilient, resourceful and relentlessly reliable; sets realistic expectations, follows through on commitments and is willing to work late hours when necessary. Has an ownership mindset and practices radical personal accountability. Has high clarity of thought, able to analyse and structure complex problems into actionable solutions; sharp business writing and systems thinking, understanding interdependencies between firm parts. Exhibits excellent collaborative, communication and interpersonal skills; builds and maintains relationships across locations, cultures and time zones while treating everyone with dignity and respect. Demonstrates cultural awareness, sensitivity, enthusiasm, energy and drive. Has a growth mindset: believes in the ability to learn, improve and achieve ambitious goals. Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales #J-18808-Ljbffr
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