Client Account Manager

2 weeks ago


Singapore Albourne Parrtners (Singapore) Pte Ltd Full time
We are currently hiring for a Client Account Manager whose role will be to act as the daily liaison between our Korean clients and Albourne to ensure delivery of advisory services

Accountabilities:

  • Act as the daily liaison between the clients and Albourne to ensure the delivery of advisory services
  • Contribute ideas on how best to service clients based on an understanding of the client's business and portfolio objectives
  • Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients; this may include summarizing salient points from Albourne research pieces and preparing quantitative analysis (performance, risk, etc) as requested by clients
  • Proactively review and highlight new Albourne research to clients based on their current and/or potential portfolio(s)
  • Gain in depth knowledge of the client's interests and needs to be able to identify cross selling opportunities in coordination with business developers
  • Responsible for monthly feedback regarding client interactions and satisfaction
  • Be fluent in Albourne industry initiatives to independently explain our positions, garner feedback and liaise with the appropriate Albourne representative to implement any change
  • Manage new client account set up and provide training of Albourne's systems and tools to assigned clients through online and in person demonstrations
  • Monitor and maintain client due diligence requests, budgets, and client preferences
  • Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers
  • Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
  • Ensure the internal database and knowledge management system are maintained with up to date information on the clients
  • Report potential conflicts to and work with compliance to ensure appropriate disclosures appear on research reports
  • Actively participate in the planning and execution of Albourne Events as requested. Participate in the promotion and registration of all Client events
Bachelors Degree

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