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Description
About the Department/Team:
The Institutional Client Relations team is responsible for client relationship management for institutional business in the Greater China and Southeast Asia region. The team collaborates with institutional sales, portfolio management teams and other key stakeholders to build deep client relationship and service clients, responsible for managing and enhancing client relationships and ensuring compliance with regulatory requirements. This role requires a proactive approach to understanding client needs and providing value-added services.
Responsibilities of the role:
Client Understanding and Compliance:
Develop a comprehensive understanding of the assigned client's organizational structure and investment priorities.
Ensure thorough knowledge of the client's reporting, regulatory requirements, and servicing guidelines.
Communication and Relationship Management:...