구인구직

채용중 Korean Speaking Client Relations Analyst [Finance/ Up to $12,500]

  • GJCKR (gjckr)
    1. 2,732
    2. 1
    3. 0
    4. 2022-09-16 16:28
직종 영업/마케팅 경력유무 경력
회사명 Confidential 연락처 8341 3102
이메일 cv_dana@goodjobcreations.com.sg 주소
연봉 $8000 - $12500 학력 Bachelor's degree in any field
경력(년) 최소 5년 첨부파일
내용

Working Hours: Mon - Fri, 9am - 6pm

Responsibilities

Retain client relationships by delivering proactive client servicing

• Provides ongoing service to external institutional clients

• Resolves critical service inquiries (e.g., transactional, investment queries, compliance, fees/billing, operational)

• Liaises with internal departments and utilizes various systems or other resources to serve as a client advocate and collect relevant information to resolve service inquiries.

• Provides relationship team visibility to client interactions. Escalate critical items to relationship team or other areas internally if necessary.

• Assists in planning and executing client Due Diligence meetings as needed, which may involve hosting in-person client meetings.

• Prepares for and co-facilitates recurring meetings with relationship teams and other internal team members.

• Supports the development of annual client business plans, and tracks progress against goals throughout the year.

• Conducts research and shares perspective to inform sales approach with existing clients.

• May provide support to Consultant teams within the Europe & Asia Client Group including assisting with responses to Consultant firm inquiries, RFI/RFP coordination and other ad hoc operational service requests.

• Operational Support & Reporting Responsible for coordination of all aspects of operational servicing

• Works with legal and operational teams to handle account set up, IMA and investment guideline negotiations, account transitions, new market openings, transfers, cashflow management, and terminations.

• Arranges and, with supervision, chairs meetings with internal departments, clients and/or consultants to discuss servicing and operational requests.

• Partners with the Reporting Team to define ongoing client reporting support.

• May deliver a variety of compliance and regulatory reporting.

• Coordinates the process and reviews responses to annual due diligence questionnaires and RFIs.

• Collaborates with Global Fee Consulting on all fee-related matters.

Business & Technical Skills

• Demonstrates a working knowledge of the department's functional responsibilities, CG mandates, investment vehicle structures, fees, different CG business models, internal policies, practices, reporting and regulatory requirements.

• Demonstrates a working knowledge of the interdependencies with various institutional clients, business leaders within CG including Portfolio Managers, Relationship Man a gers, Governance committees, boards, etc.

• Demonstrates a working knowledge of the investment management industry as it relates to institutional market.

•Demonstrates an in-depth knowledge of Excel, Microsoft applications and business applications. Exhibits knowledge in troubleshooting issues and creatively enhancing work assignments.

Requirements

  • Proficient in Korean language to liaise with Korean speaking clients
  • Bachelor's degree in any field
  • At least 5 years in a customer facing role
  • Experience with regular reporting
  • Prior working experience in the investment management or Financial industry will be an advantage

To apply, kindly email your updated resume to cv_dana@goodjobcreations.com.sg

We regret that only shortlisted candidates will be notified.

However, rest assured that all applications will be updated to our resume bank for future opportunities.

댓글목록

등록된 댓글이 없습니다.

직종
검색기간
채용상태
~

Good Job Creations (굿잡크리에이션스) 전체보기 +


서비스이용약관

닫기

개인정보취급방침

닫기

이메일무단수집거부

닫기
닫기
닫기