Operations Client Relationship Manager (OCRM) recruitment
Operation Client Relationship Manager (OCRM)
An exciting and challenging opportunity has arisen to join a top tier investment bank within Operations.
My client is seeking an experienced senior operation executive to manage the Client Relationship Team. The team is responsible for establishing and maintaining Operations relationship with their key clients. The OCRMs work across departments and across asset classes to service the clients. They work closely with line managers to advance Industry and Firm initiatives, handle client issues, and act as a critical point of contact for clients. OCRMs also partner with the front office group and Sales. They conduct client visits to refine clients inquiries and to identify opportunities for improvements.
In this role you will work closely with Front Office and your duties will include:
-Serve as a single point of escalation for external clients and take accountability for issue resolution by working cross the firm
-Partner with sales to represent operations on client visits
-Liaison with key clients to understand their strategic direction, work on Ops projects and assist the client on-boarding process
-Provides training and direction to other specialists enhancing the business performance
In order to be successful in this role, the candidate needs to have:
-CRM Client Relationship Management background within an investment bank or asset management company
-8+ years experience in financial industry in Operations roles with technical understanding of transaction lifecycle in one or more asset classes.
- Proven ability to work across departments to build credibility and strong relationships
-Experience in external client interaction with strong network.
-Fluency in Mandarin and English
If you have the experience highlighted above along with strong communication skill, please send me your CV for further consideration. 