Client Relationship Director

3 weeks ago

Hong Kong, Central and Western District, Hong Kong SAR China Allspring Global Investments Full time
About the Role

We are seeking a highly skilled Client Relationship Director to join our Regional team at Allspring Global Investments. As a key member of our team, you will be responsible for managing existing business from our existing client base, coordinating onboarding of new accounts, and ensuring exceptional client experience across retention and growth of the business.

Key Responsibilities
  • Manage the day-to-day support of an existing book of business focused on clients operating from APAC ex-Japan across all elements of their investment
  • Oversight of monthly, quarterly, and ad hoc client reports and commentaries, organizing and leading periodic reviews with clients in collaboration with the business development team
  • Partner with client portfolio specialists and investment team specialists on content and structure
  • Keep internal CRM system up to date with prospect, sales, and client information and monitoring for accuracy, including developing periodic management reporting
  • Lead fund and separate account client onboarding process, including understanding the complexity of the business and the role of other internal and external parties as appropriate
  • Business analysis, including regular management reporting to help monitor/assess the team's achievements and progress towards annual goals, and project management as identified
  • Participate and contribute to annual strategic planning process, including regular review of pipeline, client list, and activities driving strategic direction throughout each year
Requirements
  • Eligible to be licensed with the SFC to carry out types & activities
  • Candidate with adequate industry experience and competence may be granted the Responsible Officer status (upon requested)
  • Strong problem-solving, decision-making, and change management skills
  • Ability to manage, retain, and grow highly efficient teams
  • Ability to organize and manage multiple priorities and achieve results
  • Client service focus with the ability to balance needs of clients and team members
  • Knowledge and understanding of revenue-driven goals and their implications
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, presentation, and interpersonal communication skills
  • Native Mandarin speaker would be desirable, and conversational Korean would be advantageous to the role
  • Extensive knowledge and understanding of the investment industry and investment products and services, including operational, compliance, and legal aspects
  • Strong organizational and project management skills
  • Knowledge and understanding of Client Relationship Management (CRM) systems
  • Ability to work with accounting and performance systems will be an advantage (knowledge of Factset and Morningstar would be beneficial)
  • Independent, entrepreneurial spirit, and ability to prioritize in a fast-paced environment
  • Outstanding, flexible team player with the ability to effectively work through multiple business channels
  • Ability to work with senior management and in a client-facing environment, maintaining the highest standards of professional integrity and interaction at all times
  • Must be effective at working closely with portfolio staff, product specialists, and other investment professionals
  • Ability to leverage diversity and develop next-level management teams
Preferred Qualifications
  • Undergraduate degree
  • Investment management industry experience
  • Previously or currently licensed with the Hong Kong SFC for types & regulated activities
  • HKSFC License Type &
  • CFA designation candidate an advantage
  • Advanced Excel, PowerPoint, and database management skills

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

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