Senior Manager/ Manager, Institutional Client Services

  • Competitive HKD
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • Aquis Search , EA Licence No: 16S8125
  • 05 Sep 18 2018-09-05

A global asset management is looking for a Senior Manager/ Manager in Client Services to provide quality services to institutional clients in Hong Kong, South East Asia and Korea.


  • Liaise with administrator/ transfer agency/ trustee to set up new accounts/ portfolio and initiate changes to exisiting accounts. 
  • Interfaces with sales team to prepare Respond to Requests for Proposal (RFP) for all institutional products offered by the business to clients in the region
  • Execute end-to-end operational process including preparation of RFP, on-boarding, contract negotiation, cash flow/ transactions, rebates and reporting.
  • Work closely with the Head of Client Services to streamline existing procedures/ operation platform


  • A minimum of 6 years (for Manager) or 10 years (for Senior Manager) work experience in institutional client services and marketing in buy-side
  • Products knowledge in equities/ fixed income
  • SFC License Type 1 is preferred
  • Effective communication in English and Cantonese

Interested parties please send your CV to for consideration.