Investor Services (Director ) Investor Services (Director ) …

Ping An of China Asset Management (HK) Co Ltd
in Hong Kong
Permanent, Full time
Last application, 18 Jun 21
Negotiable
Ping An of China Asset Management (HK) Co Ltd
in Hong Kong
Permanent, Full time
Last application, 18 Jun 21
Negotiable
Posted by:
Liya Jiang • Recruiter
Posted by:
Liya Jiang
Recruiter
Institutional Business Development (Investor Services Team)

Duties & Responsibilities

  • Client relationship management with institutional sales clients and prospects like insurance, pension, bank, asset management company, family office...etc.
  • Manage the whole client on-boarding and after-sales process
  • Facilitate Distribution/Investment Agreement execution internally and externally
  • Maintain a comprehensive client database to ensure smooth after-sales services
  • Ensure client reporting and communications are timely and accurate
  • Make sure client orders are executed efficiently by working closely with fund administrator, operations and sales
  • Build and maintain a RFP/DDQ database
  • Support sales team in driving sales target.
  • Take the lead in improving after-sales customer experience
  • Manage one to two junior staff and grow together with the whole business development team

Requirements

  • Bachelor Degree or above
  • At least 5 years' experience in asset management companies in client servicing role
  • Good command of both spoken and written English and Chinese
  • A good team player with excellent communication skill
  • Mature and able to work independently
  • Entrepreneurial and able to work under pressure
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