Job ref no.: CT3126123-01#1675

Client Services Manager (Top Tier Asset Management)

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  • Liaise with administrator/ transfer agency/ trustee to set up new accounts/ portfolio and initiate changes to existing accounts. 
  • Interfaces with sales team to prepare Respond to Requests for Proposal (RFP) for all institutional products offered by the business to clients in the region
  • Execute end-to-end operational process including preparation of RFP, on-boarding, contract negotiation, cash flow/ transactions, rebates and reporting.
  • Work closely with the Head of Client Services to streamline existing procedures/ operation platform


  • A minimum of 5 years work experience in onboarding mandates and servicing institutional clients in Greater China within the asset management industry
  • SFC License Type 1& 4 is preferred
  • Fluent in English and Mandarin is preferred

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More job information
Job ref no. CT3126123-01#1675
Job Function
Employment Term
  • Permanent
  • Full-time
  • 5 years - 10 years
Career Level
  • Middle management level
  • N/A