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04/05 Romi Shukla
Consultant at Black Turtle

Views:320 Applications:62 Rec. Actions:Recruiter Actions:18

Senior Manager - Client Operations - Institutional - BFS (10-20 yrs)

Bangalore Job Code: 1256081

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.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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