Relationship Manager

Singapore

Asset Management

Permanent

Our client is a well-established regional asset manager seeking a Relationship Manager for their Singapore office.

Ongoing Client Service

• Lead overall client servicing for key strategic clients in SEA ex-Malaysia to drive deeper relationships for the institutional business
• Interact with clients regularly to handle all servicing aspects including responding to client queries, implementing custodian changes, guideline changes etc
• Understand client requirements and needs. Work with other Client Account Manager and Sales to meet client demands, including education, training and other value-added activities
• Lead annual/quarterly client portfolio reviews; act as the presenter in meetings when needed.
• Provide daily support to fulfil client account inquires (audits, correspondence, statement, trade processing, web support, etc.)
• Oversee and support all institutional client events and related activities, including client training and educational events
• Design and implement enhancements to existing client service workflows
• Take the lead on new client onboardings

Internal Relationships Building

• Act as the clients’ advocate in interactions with other internal business units.
• Liaise with portfolio managers to prepare for portfolio reviews and any changes in investment guidelines, breaches etc
• Work with internal teams to troubleshoot and resolve client issues in a timely manner.
• Work with other teams including New Business Services on client onboardings
• Maintain excellent business knowledge, customer needs, internal policies & procedures, as well as systems capabilities and constraints
• Assist in creating best practices and maintaining regulatory compliance
• Work with appropriate internal business partners (e.g. Risk, Legal, Compliance) as required to ensure business standards adhered to

What qualifications, skills and experience would help someone to be successful?

• Minimum 12 years of client service, sales support or related experience in a client contact capacity in the Financial Services Industry institutional clientele, products, servicing needs, and information standards with managerial experience preferred.
• MAS licensed – an appointed representative to conduct regulated activity of fund management
• Experience with client services and sales support in asset management is highly preferred
• Experience working in a global business environment with diverse cultures and time zones
• Strong client service and problem solving abilities
• Strong attention to detail
  
  EA Licence: 15S7735