Asset Management

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

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