Institutional Business Development (Investor Services Team)
Duties & Responsibilities
- Manage the client on-boarding process including the negotiation of legal documents and the collection and verification of KYC/AML documents and forms from the clients/distributors
- Coordinate the account set-up with other third parties
- Work with clients and internal stakeholders to agree mutually acceptable investment management agreements, fees schedules and investment guidelines
- Work on RFP/DDQ requests from clients/distributors with the support from other teams
- Maintain the RFP/DDQ database
- Prepare regular client and fund reports
- Act as day-to-day client service contact for assigned group of clients and distributors to address clients’ queries/requests and coordinate clients’ transactions
- Coordinate with fund administrators and finance team on trailer fees for distributors
- Communicate regulatory change and business change to clients, distributors and internal stakeholders when appropriate
- Attend client meetings and events as appropriate (including due diligence meetings)
Requirements
- Bachelor's degree in business, economics, finance, or a related discipline.
- At least 3 years of relevant experience in Client Servicing / Client On-boarding / RFP Writing in large asset management or fund companies
- Mature with excellent communication and interpersonal skills
- Able to work independently, strong sense of responsibility and a good team player
- Highly accurate with good attention to details and able to multitasking and to pursue deadlines
- Excellent command of both spoken and written English and Chinese
- Knowledge of Excel macro is an advantage
