Client Relations (Asset Management) recruitment
Job Responsibilities:
- Provide quality customer service to maintain good client relationship.
- Interact with portfolio management, analysts, overseas and external supporting teams to prepare regular client reports - including quality check and proof reading
- Cross Sell service and product to existing clients
- Prepare and maintain data related to RFPs, materials used in client presentations, and updates to asset consultants' database
- Collaborate with back office, portfolio management, and compliance team on account start-up, investment management agreements, and special projects
- Produce sales proposals and presentations
- Assist to identify potential client leads and ensure sufficient follow up
Job Requirements:
- Degree in Business/Arts preferably with a concentration in Accounting, Economics, or Finance.
- Investment management or financial services related work experience is a must.
- CFA and/or other finance / investment related qualification is a plus.
- Strong communication skills in English and Cantonese is a MUST.
- Good knowledge of fund industry and operations
- Familiarity with investments and accounting concepts and strong understanding of equity investment strategies and equity markets with an understanding of fixed income markets
- A fast paced individual with a positive attitude and willingness to work in a team oriented environment
- Detail oriented, excellent organizational skills and able to handle deadline-oriented workload - must be able to work well under pressure and able to prioritize projects
Candidates not contacted within 4 weeks may consider their application for this role unsuccessful. Unless advised otherwise, unsuccessful candidates will be kept on file for future job opportunities. Your application may be forwarded to other international offices for recruitment purposes. Personal data collected will be used for recruitment related purposes only and all personal data of applicants will be kept in strict accordance to the Personal Data Privacy Ordinance.
December 1, 2011
• Tags: Asset Management careers in the Hong Kong SAR, Client Relations (Asset Management) recruitment • Posted in: Financial