Client Portfolio & Relationship Mgmt AD, Global Asset Management

• APAC institutional & Intermediaries clients
• Friendly Int’l team; Rewarding & Promising Career

Our Client

Expansion headcount for Trilingual Client Relationship Associate Director to be part of the Greater China & Regional team with Global Asset Management Group, hiring over 250 investment professionals across the world.

Job Duties

• Assume key clients contact with high profile institutional & intermediaries clients
• Cultivate strong client relationship by managing the full life cycle from account management, client on-boarding, periodic portfolio review to ensuring the timely deliverable of SLA
• Understand clients’ investment/risk requirements; facilitate pitching/business development activities and investment communication by working in close collaboration with Investment Managers, Sales & marketing. Legal & Complianceprofessionals
• Accountable for ensuring the fulfilment of SLA and client requests inclusive of RFP and Legal & Compliance audit etc.
• Maintenance of CRM system and client contact information
• Active participation in regional and global projects

Requirements

• Well qualified graduate in finance, economics or related discipline
• 8yrs+/- client relationship or client portfolio management experience earned from international assert management companies
• Good understanding of diversified investment strategies
• Proven track record in managing institutional and intermediaries channels
• International mindset with steady and successful employment track record
• Strong proficiency in English, Mandarin and Cantonese
• Hybrid Work Mode & Dynamic Investment Expo

As part of the Regional Portfolio Management Support Team and assist cross asset classes of investment managers in AP with the following accountabilities:

• Ensure accurate and timely order execution control as the bridge between PM/Traders and Middle Office/Operations Team
• Facilitate portfolio rebalancing, asset allocation and investment monitoring
• Oversight cash management and resolve any reconciliation/operations related matters by working with operations/external fund administrators
• Expansion headcount for AP/Greater China region
• Multi-asset & Discretionary Investment Advisory

• Evaluate portfolio risk and identify customized investment solutions with the comprehensive support of product specialists/ investment teams
• Regularly monitor client portfolios for performance, risk and opportunities
• Provide Discretionary Mandates, Alternative & Capital Markets Product Advisory with seasoned private bankers
• Profound Institutional Clients and Family Office Exposure

• Manage multi-asset classes of discretionary portfolios for UHNW & Institutional clients
• Accountable for managing the model portfolios with tactical asset allocation determined by the Regional/Global Investment Committee
• Assume the Asia ex-Japan portfolio (covering AUS/NZ/India) lead to manage and oversight equity asset class portfolios, with a team of professionals
• Excellent Job Security & Career Development

As a member of the investment team, you will be responsible for

• Assisting investment managers on tracking of the latest market developments and thematic issues related to central bank policies, rates and key economic indicators etc.
• Conducting top-down and bottom up research
• Monitoring portfolio performance and attribution analysis