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.