Description
We are currently seeking a high calibre professional to join our team as a Senior Manager, Client Service. In this role you will provide client services associated with traditional and alternative investments, participate in client calls and meetings, and conduct regular investment pipeline meetings.
Key Responsibilities:
- Provide client services for various asset classes
- Participate in client calls and meetings for ongoing account servicing
- Conduct regular investment pipeline meetings with clients
- Manage internal teams to produce client reporting and presentation materials
- Engage with internal teams to agree service levels and manage delivery of client's requirements
- Maintain a log of issues affecting client portfolios and conduct regular meetings with internal support functions
- Review client's investment guidelines and ensure adherence to regulatory and internal requirements
Required Skills:
- Strong understanding of investments, asset classes, and products
- Excellent organisational and project management skills
- Effective communication skills in English and Chinese (Cantonese)
- Ability to work effectively across various groups and lines of business
Benefits:
- Opportunities for professional development and growth
- Flexible working arrangements
- Inclusive and diverse work environment
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