Client Management - Manager/Associate Director Client Management - Manager/Associate Director …

Funds Partnership Asia
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
Competitive
Funds Partnership Asia
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
Competitive
Funds Partnership Asia
Our client is a renowned global bank. Their Securities Services division provides a wide range of services including fund administration,custody, trust and loan agency services. As part of their expansion, they are looking to bring on board a Client Management Manager / Associate Director.

Responsibilities: 

  • Develop deep and mutually respectful relationships with senior representatives of the Client, Service Delivery, Sales and Product teams.
  • Actively engage with senior management and executives across the wider Client stakeholder base, ensuring all stakeholders remain updated and briefed on all key client activities, also seeking senior management sponsorship for client initiatives as appropriate
  • Share and leverage best practice and knowledge across regional Client Management teams
  • Maintain and enhance the reputation of the bank through new and effective client management models
  • Ensure that all services provided to clients are appropriately positioned and executed, by implementing coherent service management frameworks for assigned client base and communicating the same to all stakeholders
  • Ensure the timely completion of new business documentation and appropriate presentation of the same at various committees
  • Ensure each product area is made aware of any operational impact of new business pipelines
  • Ensure professional approaches are undertaken by team members for all client pitches and client meetings to leave a positive impression on all internal and external parties
  • Undertake regular internal reporting for allocated clients, highlighting service trends and efficiency initiatives
  • Coordinate and manage due diligence visits for clients and investors
  • Take responsibility for the continual assessment of operational risks associated with the role and the business, taking into account changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructuring and the impact of new technology
  • Demonstrate compliance with the bank's standards, manuals and policies and adhere to the work practices, internal controls and risk management standards associated with the role
  • Maintains the bank's internal control standards, including the timely implementation of internal and external audit points together with any issues raised by external regulators
  • Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business activities associated with the role, specifically the group internal controls and compliance policies and manuals   

Requirements​:

  • Detailed knowledge and extensive experience of client account management or senior operational leadership experience
  • Fully proficient in understanding the regulations that drive the securities services arena and in particular those that govern client management
  • Ability to demonstrate high levels of industry knowledge
  • Client facing, with ability to interface and interact with both strong communication and presentation skills, and with a good commercial understanding
  • Proven ability to demonstrate flexibility to adapt to the changing demands of the industry, clients and internal stakeholders
  • Demonstrable quality track record as a proven team player with the capacity to positively contribute to the current and future state of the client management function
  • Proven capacity to operate across a complex collaboratively, whilst ensuring that the agreed client and bank's agenda is effectively managed
  • Strong communication and presentation skills
  • Sound understanding of controls, risk management and mitigation techniques 
Company Overview

Funds Partnership is a global boutique executive search firm specialising in the investment management industry. Due to our clients’ location and language-specific needs, Funds Partnership focuses on 6 core markets: Singapore, Hong Kong, China, Japan, India and Australia – all which have thriving fund ecosystems.

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