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Romi Shukla

Consultant at Black Turtle

Last Login: 11 April 2024

324

JOB VIEWS

62

APPLICATIONS

18

RECRUITER ACTIONS

Job Code

1256081

Senior Manager - Client Operations - Institutional - BFS

10 - 20 Years.Bangalore
Posted 11 months ago
Posted 11 months ago

About This Role:

The key responsibilities include:

- Coordination and ownership of Sales & Service support processes required for Institutional client management (HK & cross border UK)

- The role holder will play a key role in production and distribution of client reports and investment review meeting materials to support Institutional client management processes

- Assist in account opening process and client mapping/tracking.

- Provide regular reporting on client engagement

- Working with both HK & UK Client Operations look to improve the service and support and improve efficiency

- Understand and map client requirements, work with internal teams to deliver accurately and on time

- Build strong understanding of internal relationships across Client Propositions, Client Service, Product, Investments

- Actively suggest ideas for improvements and enhancements to improve platform delivery

What you'll do:

Accountabilities for Business, Customers and Stakeholders

INTERNAL

- Provide project management and analytical support on initiatives. Liaise between AMHK and AMEU Client Operations

- Key contact for client business team in HK and UK for the assigned tasks.

- Identify and implement improvements on processing control, quality and efficiency.

- Comply with AM FIM and regulatory requirements.

- Establish a positive relationship with stakeholders and customers

- Deliver timely and accurate MI as required

- Drive customer service centric approach

Leadership & Teamwork

- Engage with teams in HK & UK and align to vision, values and goals to contribute to an inclusive, high performing, customer-centered culture.

- Share best practice and support team members to ensure they maximize their performance and collective goals are achieved

- Be a constructive member of the broader Client Business team proactively contributing but also challenging actions and behaviors that are not consistent and/or the best interests of the business and its customers

Operational Effectiveness & Control:

- Identify and implement improvements by collaborating with colleagues to maximize effectiveness and efficiency.

- Maintain a robust and efficient control environment to ensure good operational and project management.

- Endeavour to identify and resolve or escalate issues in a timely manner.

- Ensure compliance with regulatory standards and requirements.

- Ensure compliance group & AM's policies and control procedures.

Qualifications - External

What you will need to succeed in the role:

- 5+ years of asset management experience, preferably within Institutional client service.

- An advanced degree in Finance, Business Management or related field.

- Ability to work autonomously while developing a network throughout the business to facilitate execution

- Strong understanding of risk management and executing within a global framework

- Ability to build rapport and be confident in managing the needs of multiple stakeholders.

- Fluent English, Chinese speaking skills a plus.

- Good presentation skills.

- Adaptable and self- motivated to deliver business requirements accurately and within agreed timeframes.

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Posted By

user_img

Romi Shukla

Consultant at Black Turtle

Last Login: 11 April 2024

324

JOB VIEWS

62

APPLICATIONS

18

RECRUITER ACTIONS

Job Code

1256081

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