Client Service Senior Manager

Responsibilities

• Provide client services associated with traditional and alternative investments
• Manage calls and meetings with clients for on-going account servicing. 
• Conduct regular investment pipeline meeting with client
• Manage to keep the relevant internal investment and support functions within AMHK / AM to have an up-to-date understanding of client’s requirements
• Manage with AMHK internal teams the production and delivery of client reporting as well as the presentation materials for client meetings
• Engage with internal teams and agree service levels with internal stakeholders in order to manage the delivery of client’s requirements with quality
• Timely maintain a log of issues / error affecting the covered client portfolios and conduct regular meetings with internal support functions in order to manage the quality of client services
• Regular review of client’s investment guidelines by co-ordinating with the investment and support teams
• Ensure adherence and compliance to all regulatory and internal requirements for the on-going services provided to clients / clients’ new requests

Requirements

• 5-8 years' client serivce experience within the asset management or pivate banking industries, preferrably with experience serving insurers
• Good knowledge and understanding of investments, asset classes, asset management industry and investment flows
• Specific knowledge of insurance investment an advantage
• Excellent written, verbal and presentational skills
• Excellent organization and communication skills required
• Proficiency in English and Chinese (Cantonese) is a must