- GJCKR (gjckr)
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- 3,601
- 1
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- 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
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. |
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