Institutional Client Manager

Key Responsibilities

Institutional Sales & Business Development

• Accomplish sales targets and actively participate in strategic planning to increase Assets Under Administration (AUA).
• Provide comprehensive coverage of both onshore and offshore asset management products to meet the diverse needs of institutional clients.
• Drive and lead internal and external coordination efforts to deliver tailor-made investment solutions (e.g., mutual funds, private funds, bonds, structured products, and exotic deals).
• Organize and participate in roadshows and investor meetings to promote the company's offerings and facilitate collaborations.
• Track industry trends, conduct market research, and generate new product ideas to stay ahead of market demands.

Client Support & Relationship Management

• Serve as the primary point of contact for daily B2B inquiries, providing prompt, accurate, and professional assistance.
• Build and maintain strong operational and strategic relationships with existing clients to ensure high satisfaction, retention, and growth.
• Address client inquiries through thorough understanding and diligent follow-up, ensuring bespoke solutions are executed flawlessly.
• Utilize a strong understanding of business flow to route client requests to the appropriate internal departments, monitoring and enforcing necessary timelines.

Operational, Product & Marketing Support

• Provide comprehensive administrative and operational support, including client onboarding, account maintenance, and necessary documentation handling for institutional accounts.
• Participate in ongoing product due diligence, including data analysis and risk assessment.
• Prepare product proposals, launch logistics, and marketing materials for new investment products or distribution agreements.
• Manage day-to-day operational duties such as price uploads, corporate actions processing, and fund marketing planning.
• Assist with marketing event logistics and provide support for post-event follow-ups.
• Handle inquiries from internal sales teams, providing timely and accurate product information.

Requirements:

1. Qualifications: Bachelor's degree in Finance or related field, knowledge of onshore and offshore financial markets.

2. Experience: Minimum 3 years of client service experience in fund sales in asset management companies or platforms, fintech companies, fund houses, or wealth management firms.

3. Language Proficiency: Proficiency in Cantonese, English, and Mandarin preferred.

4. Skills and Characteristics: Strong client service and relationship management skills, willingness to travel for client meetings.

5. Will be licenced as Type 1 representative. Prefer to pass LE paper 1