Client servicing manager, buy side $55k Client servicing manager, buy side $55k …

Michael Page
in Hong Kong
Permanent, Full time
Last application, 22 Jul 21
Michael Page
in Hong Kong
Permanent, Full time
Last application, 22 Jul 21
- Client facing experience is required - Prefer the have the knowledge of funds

Global buy side firm and provide fund services to different financial institutions


  • Deliver high quality, accurate, relevant and timely client documentations including RFPs, RFIs, DDQs and ad-hoc requests from the sales teams or other teams. Responsibilities include:

  • Collaboratively work with the team and other colleagues within the global organisation

  • Develop a strong knowledge of the key products and mandates

  • Proactively organise workload to meet client and internal deadlines

  • Confidently liaise with the investment product teams and sales relationship teams to determine client requirements, allocate responsibilities and project manage the entire RFP completion process

  • Craft a high quality document using the RFP database to source standard answers, working on new responses and tailoring all content to the particular proposal requirements

  • Actively contribute to the ongoing improvement of RFP content, processes and systems

  • Improve existing responses, create new answers, and submit these for the RFP database

  • Track and monitor the RFP pipeline of work in progress

  • Proactively contribute to the ongoing improvement of the team's processes and effectiveness


  • Previous experience in writing RFPs, especially for institutional investors is required. Ability to understand the complexities and demands of institutional RFPs and to project-manage multiple tenders at one time

  • Team player - functioning as part of a team, sharing tasks and providing internal support aligned to Fidelity's values

  • Strong interpersonal / communication skills (oral & written) required

  • Fluent written and spoken English

  • Highly developed project management and time management skills with a strong attention to detail

  • A proactive approach to learning is vital to successfully developing in the role

  • Accountability and willingness to take ownership of tasks

  • Numeracy -ability to interpret and utilise statistical data

  • Able to adapt to a wide range of tasks as required

Job Offer

Good culture and package

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Hayley Law on +852 3412 4814.

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