Client Services Manager, Asset Management

  • HKD520000 - HKD750000 per annum
  • Hong Kong
  • Permanent, Full time
  • Robert Walters Hong Kong
  • 12 Jan 18 2018-01-12

Our client is a MNC leading asset management company. They are looking to hire a client services manager in Hong Kong to look after their institutional clients in the region. Mandarin speaking is a must.

Job responsibilities:

  • Responsible for overseeing and managing the successful on-boarding of institutional separately managed clients
  • Interfaces with the client, consultants, investment teams, Legal, Investment Compliance, Investment Operations teams, and Marketing sales and service executives to negotiate and finalise investment management agreements and investment guidelines
  • Responsible for negotiating with all appropriate internal parties to ensure that all client servicing and client deliverables addressed in the investment management agreement and guidelines or any type of operating or servicing agreement as well as general expectations of the client can be effectively serviced by company before contracts are executed
  • Responsible for identifying and analysing non-standard client servicing and reporting requirements and for interfacing with appropriate escalation contacts throughout the organisation to effect a resolution that is acceptable to both the client and company
  • Responsible for analysing asset transfer requirements and for developing appropriate plans of action; Interfaces with the client, transition managers, custodians, Legal, and internal investment teams to facilitate the transfer of client assets to company management and to ensure that all appropriate legal documentation associated with the transfer has been executed; Provides authorisation to investment teams that trading may commence
  • Partners with and leverages multiple Relationship Managers to service the on-going operational needs of the client base; This role is pivotal to ensuring that all operational relationship requirements are controlled and delivered efficiently
  • Participates in and at times coordinates and hosts client meetings (e.g. prospect and due diligence meetings) to address operational issues and to define company's operational capabilities - is "the face" of the Operations organisations to clients
  • Coordinates and reviews responses to compliance, due diligence and other types of detailed and complex client questionnaires to ensure responses are relevant, accurate, cohesive, and client specific
  • Fields operational queries from clients and interacts with various internal supplier groups to develop appropriate responses and solutions; must utilise industry experience and knowledge of products and client structure to be able to detect potential inaccuracies or incomplete responses before dissemination to clients
  • Negotiates with internal and (where appropriate) external service providers to influence process changes or enhancements to training and technology to increase service levels or to meet new servicing requirements of clients; Must be able to strike a balance between providing quality customer service and mitigating/assuming incremental risk and/or expense
  • Monitors service levels among the various internal and (where appropriate) external supplier groups to ensure that client servicing requirements and deadlines are captured and consistently met; Addresses and escalates any servicing issues with appropriate internal management teams


Job requirements:

  • Full time bachelor degree or equivalent with 7 - 10 years of industry experience; prior experience in on-boarding investment operations preferred
  • Strong project management skills required in order to apply relevant facts from prior client activity to new situations (while keeping in mind any regulatory updates) in order to recommend creative solutions
  • Strong communication skills in Cantonese, Mandarin and English required
  • Experience working in a global organisation across multiple time zones
  • Must be highly skilled at quickly sizing up situations in a dynamic environment and simultaneously dealing with multiple client-related issues to effectively utilise time and available resources to meet tight deadlines and turnaround times
  • Embraces change, is open to new ideas, and maintains composure when faced with shifting priorities, resources, or work demands; demonstrates resilience and flexibility in approach
  • Must have excellent collaboration skills and the ability to network and partner with managers across various internal groups to accomplish common goals
  • Must have the ability to influence others beyond formal authority; ability to lead and motivate and to encourage problem solving and to work across the organisation to get things done
  • Possesses excellent verbal and written communication skills and the ability to translate technical, operational, and regulatory information into understandable terms

About the organisation:

Our client is a MNC leading asset management company. They are looking to hire a client services manager in Hong Kong to look after their institutional clients in the region. Mandarin speaking is a must.