Associate Investor Services, Institutional Business Development

Duties & Responsibilities

• Act as day-to-day client service contact for assigned group of clients/distributors to address clients’ queries/requests
• Provide after-sales support throughout clients’ investment life cycle
• Manage the client on-boarding process including collection and verification of KYC/AML documents and forms from the clients/distributors
• Coordinate the account set-up with other third parties
• Work on RFP/DDQ requests from clients/distributors with the support from other teams
• Maintain the client RFP/DDQ database
• Prepare regular client and fund reports
• Coordinate with fund administrators and finance team on trailer fees for distributors
• Communicate regulatory and business change to clients, distributors and internal stakeholders when appropriate
• Attend client meetings and events as appropriate
• Collaborate with internal and external stakeholders on fund/mandate related matters

Other Support

• Maintenance of all clients’ records
• Compliance with all internal procedures
• Communicate significant client issues internally and document/escalate as appropriate
• Actively participate in internal meetings

Requirements

• Bachelor's degree in business, economics, finance, or a related discipline.
• At least 4 years of relevant experience in Client Servicing in asset management companies
• Mature with good communication and interpersonal skills
• Able to work independently, strong sense of responsibility and a good team player
• Good attention to details
• Excellent command of both spoken and written English and Chinese
• Knowledge of Excel macro is an advantage