Institutional Client Account Associate/ Institutional Client Account Manager
Core
Deliver high-quality, differentiated client service to institutional clients across the Greater China region, managing account servicing, portfolio reviews, and onboarding.
Role type
Institutional Client Account Associate/Manager
Builds
Client relationships and account servicing solutions for institutional investors
Domain
Asset Management / Financial Services
Deliverable
client delivery
Required skills
Client service orientation, problem solving, issue resolution, attention to detail, workflow prioritization, cross-functional collaboration, regulatory compliance knowledge, KYC/onboarding process knowledge
Preferred skills
Asset management client services experience, global business environment experience, SFC licenses (Type 1 and/or Type 4)
Technologies
N/A
Responsibilities
Manage institutional BAU activities and client portfolios; Respond to client inquiries regarding custodian changes, agreements, and operational incidents; Partner with Sales for customized training and asset retention initiatives; Lead regular client portfolio review meetings; Drive client service initiatives and projects; Execute new client onboarding and account opening
Seniority
Associate