Current jobs related to Client Relationship Manager - Hong Kong, Central and Western District - Schroders
-
Senior Client Relationship Manager
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Bank Full timeJob Title: Senior Client Relationship ManagerReporting to the Team Head, the Senior Client Relationship Manager will be responsible for identifying, originating, and developing client relationships with bankers to understand clients' objectives and to cross-sell products.Key Responsibilities:Support Team Head and Relationship Managers in client relationship...
-
Client Relationship Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China State Street Full timeWho we are looking for We are currently seeking a highly skilled and exceptional individual to join our Client Service Team as a Client Services Officer. As a key member of the client service team and representative of that team, you will be responsible for guiding clients through the organization by connecting them with the appropriate subject matter...
-
Global Client Relationship Manager
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Star Anise Limited Full timeKey Global Client Relationship ManagerThis top-tier international law firm is seeking a seasoned Key Global Client Relationship Manager to oversee a portfolio of its top global clients, ensuring proactive management and high levels of client engagement.The ideal candidate will have excellent client relationship management experience, ideally within a major...
-
Global Client Relationship Manager
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Star Anise Limited Full timeKey Global Client Relationship ManagerThis top-tier international law firm is seeking a seasoned Key Global Client Relationship Manager to oversee a portfolio of its top global clients, ensuring proactive management and high levels of client engagement.The ideal candidate will have excellent client relationship management experience, ideally within a major...
-
Client Relationship Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Zeal Group Full timeJob Title: Client Relationship OfficerWe are seeking a highly motivated and experienced Client Relationship Officer to join our team at Zeal Group.Key Responsibilities:Provide exceptional service to VIP customers through various channels in our Premium Service Centre.Act as a dedicated site visit ambassador for agents and customers, ensuring a seamless and...
-
Client Relationship Manager
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Zeal Group Full timeJob Title: Client Relationship OfficerWe are seeking a highly motivated and experienced Client Relationship Officer to join our team at Zeal Group.Key Responsibilities:Provide exceptional service to VIP customers through various channels in our Premium Service Centre.Act as a dedicated site visit ambassador for agents and customers, ensuring a seamless...
-
Client Relationship Manager
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China Zeal Group Full timeJob DescriptionWe are seeking a highly motivated and experienced Client Relationship Officer to join our team at Zeal Group.Key Responsibilities:Provide exceptional service to VIP customers through various channels in our Premium Service Centre.Act as a dedicated site visit ambassador for agents and customers, ensuring a seamless experience during their...
-
Client Relationship Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Aon Full timeJoin Our TeamAon is seeking a Client Relationship Manager - Commercial Risk Insurance to enhance our operations. About AonAt Aon, we are dedicated to making informed decisions that improve and safeguard lives worldwide. Our diverse and unified team is committed to supporting both our colleagues and clients in achieving success.Key ResponsibilitiesIdentifying...
-
Lead Client Relationship Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China NTT Full timeMake a Difference with NTT DATA Join a forward-thinking organization that is redefining the limits of innovation. We are recognized for our technical prowess and groundbreaking solutions, committed to making a positive impact on our clients and society. Our workplace champions diversity and inclusion, creating an environment where you can flourish,...
-
Senior Client Relationship Manager
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China NTT Full timeJob Description:As a seasoned Client Manager at NTT DATA, you will be responsible for taking full ownership of assigned accounts and managing and growing relationships to drive expansion and renewals across all solution areas. This role requires leveraging company tools and methodologies to analyze the client's situation and business requirements. You will...
-
International Client Relationship Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China DOW JONES Full timePosition Overview The Strategic Global Account Executive is tasked with overseeing account management and enhancing contract revenue across a designated group of clients that are pivotal and intricate within the Dow Jones framework. This role involves initiating sales efforts with new decision-making entities while ensuring the stability of existing...
-
Senior Sales and Client Relationship Manager
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob DescriptionWe are seeking a highly skilled Senior / Sales and Client Relationship Manager to join our team at Bank Of China (Hong Kong) Limited. As a key member of our sales team, you will be responsible for identifying and analyzing market opportunities, industry trends, and competitive intelligence to form our business development strategy.Key...
-
Senior Sales and Client Relationship Manager
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob DescriptionWe are seeking a highly skilled Senior / Sales and Client Relationship Manager to join our team at Bank Of China (Hong Kong) Limited. As a key member of our sales team, you will be responsible for identifying and analyzing market opportunities, industry trends, and competitive intelligence to form our business development strategy.Key...
-
Lead Client Relationship Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Aon Full timeLead Client Relationship Manager, Health Solutions Aon is dedicated to making informed choices At Aon, we influence decisions for the betterment of individuals and communities globally. Our organization thrives on trust, embracing a unified and diverse team, and we are committed to empowering our colleagues and clients to achieve success. Key...
-
Client Relationship Marketing Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Aedas Full timePosition Overview: Foster ongoing communication and relationships with current clients across Hong Kong, Macau, and the People's Republic of China. Identify and pursue new business opportunities and engage with potential clients in the region. Collaborate in the creation and execution of a cohesive marketing strategy. Oversee the management and enhancement...
-
Gold Private Client Relationship Manager
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeAbout the RoleCiti is seeking a seasoned professional to join our Private Client Coverage team as a Relationship Banker. In this role, you will be responsible for managing client relationships, identifying new business opportunities, and providing exceptional client service.Key ResponsibilitiesClient Account Management: Develop and maintain strong...
-
Treasures Private Client Relationship Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeBusiness FunctionDBS Bank's Private Banking division offers a comprehensive suite of wealth management solutions tailored to meet the unique needs of high net worth individuals. Our team of experienced investment advisors provides personalized service and expert guidance to help clients achieve their financial goals.The Treasures Private Client Relationship...
-
Treasures Private Client Relationship Manager
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeBusiness FunctionDBS Bank's Private Banking division offers a comprehensive suite of wealth management solutions tailored to meet the unique needs of high net worth individuals. Our team of experienced investment advisors provides personalized service and expert guidance to help clients achieve their financial goals.Key ResponsibilitiesConduct thorough...
-
Hong Kong, Central and Western District, Hong Kong SAR China Royal Bank of Canada, Hong Kong Branch Full timeJob DescriptionWhat is the Opportunity?As a Senior Client Relationship Manager in our Wealth Management division, you will be responsible for building and maintaining long-term client relationships by leveraging your existing network and expertise. Your role will involve providing tailored investment solutions and advice to high net worth clients, while...
-
Senior Sales and Client Relationship Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeJob DescriptionWe are seeking a highly skilled Senior / Sales and Client Relationship Manager to join our team at Bank Of China (Hong Kong) Limited. As a key member of our sales team, you will be responsible for identifying and analyzing market opportunities, industry trends, and competitive intelligence to form our business development strategy.Key...
Client Relationship Manager
2 months ago
About Schroders
We are a leading global investment management firm dedicated to assisting institutions, intermediaries, and individuals in achieving their financial objectives and aspirations.
With a workforce of approximately 4,000 professionals across six continents, we have a rich history spanning over 200 years, continuously evolving in response to societal and technological advancements. Our unwavering commitment lies in fostering prosperity for our clients and society at large.
Position Overview
We are seeking a Client Relationship Manager to join our Client Services division, reporting directly to the Head of Distribution Client Services. This role is integral to our team, which is focused on delivering exceptional client support and reporting services to our Client Directors.
Key Responsibilities
- Deliver comprehensive client support to a designated portfolio of clients.
- Generate tailored client reports and oversee the distribution process for all client documentation, ensuring timely delivery of valuation and performance reports, management fee invoices, quarterly investment updates, and economic outlooks.
- Prepare materials for client meetings, including re-pitches, and manage the coordination of printing and distribution with the administrative team.
- Develop and manage ad-hoc and non-standard reporting requests as needed by clients.
- Gather data and prepare responses to various client inquiries and administrative questions.
- Maintain regular communication with Client Directors to keep them informed of any developments or issues concerning their clients.
- Oversee the rollover process for Defined Contribution pension scheme clients.
- Coordinate the client onboarding process, including initial and ongoing due diligence for KYC/AML compliance.
- Provide reporting assistance to distributors.
- Collaborate with various departments, including Investment Support, Performance, Marketing, Legal, Compliance, and Operations, to ensure accurate client records are maintained across all systems.
- Ensure proper organization and filing of all client records in accordance with internal and external standards.
- Manage system workflows and the signing of legal documents in line with internal procedures.
- Address standard retirement hotline inquiries.
- Assist with special projects as required.
Required Qualifications
- A minimum of 5 years of relevant experience in the financial services sector, preferably within Asset Management.
- Extensive knowledge of client servicing in the asset management institutional and intermediary sectors.
- Proven track record in managing projects related to distribution initiatives, including reporting automation.
- High proficiency in Salesforce, KYC processes, and client onboarding.
- A passion for engaging with clients and collaborating across teams.
- Excellent communication skills in English and Cantonese.
Commitment to Diversity
At Schroders, we value potential in every individual. Our mission is to deliver outstanding investment performance through active management. We believe that a diverse range of perspectives, fostered by an inclusive culture, enables us to make better decisions and fulfill our mission. This is why inclusion and diversity are strategic priorities for us, and we are proud to be an equal opportunities employer.
