Institutional Client Manager, Hong Kong

  • Location: Hong Kong
  • Remuneration: Competitive
  • Sector: Financial
  • Sub-Sector: fund distribution
Details:

The Firm Emerging markets focused Asset Manager with over $100+bn under management, looking to hire a client manager to service institutional clients.

Overview The client manager will be responsible for on-boarding and on-going servicing to institutional clients. The primary objective of the role is to provide a quality service to our institutional clients (, acting as first, consistent point of contact and ensuring the varying needs of our clients are met effectively and sustainably. Retention and expansion of existing institutional client base are paramount) by giving them a consistent point of contact for the ongoing servicing of the institutional clients in order to retain existing business.

Primary Responsibility, Client Management ;

- Delivering a top tier client experience

- Be proactive in the client on-boarding process, working alongside the other business units to assist with the negotiation and implementation of the Investment Management Agreement

- Responsible for driving the preparation of accurate presentation material for client meetings ; Attend client meetings to discuss performance, industry and relationship issues, and where required attend with a Portfolio Manager or - Product Specialist

- Ongoing client reporting, including enhancing current reporting process and liaising internally with the various business units

- Maintain information in Salesforce to help deliver an outstanding and timely client management experience, including mailing lists for reporting purposes, templates, opportunities and activity reports etc

- Assist in ensuring that all new distribution agreements or updates to agreements are completed in a timely manner - Ensure ongoing AML, KYC and DDQ is up to date and in place for all clients

- To work alongside the RFP team and assist with managerial review questionnaires

- To develop cross selling opportunities with current clients - Maintain the external institutional client databases, ensuring that the information is accurate and up to date on our flagship strategies.

- Work alongside the sales heads across the various business locations, assisting with new prospects as required.

To be considered, please send your resume to apply4@janikin-rooke.com

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