Associate/Assistant Manager, Client Solutions Office

Job Responsibilities:

• Understand and propose solutions to client's request, bringing in subject matter experts from internal departments or external parties to assist where necessary
• Main point of contact for clients' request and attend to clients' inquiries promptly
• Assist with account onboarding, maintenance and management of the client relationship, predominantly focusing on large insurance institutions
• Prepare presentation materials and conduct regular client review meetings to provide timely updates regarding ongoing request(s)
• Customise and send client reports in accordance to clients' requirements and timeline
• Ensure that the team's policies and procedures are properly documented and adhered to
• Recommend areas for improvement and implement new workflows/controls with focus on automation
• Evaluate and advise on the impact of new products or new workflow requests from client
• Handle other client solutions duties and ad-hoc projects as assigned

Pre-requisites:

• Degree or Masters, preferably in finance or accountancy
• Proven track record of working within a client focused environment. Experience servicing large insurance institutions or operational background in asset management will be an added advantage
• Industry experience relating to the financial markets, asset management or securities services will be advantageous
• Knowledge in investments, derivative instruments and deep understanding of operational activities of asset management is mandatory
• Proficiency in Microsoft Office, particularly Excel and Powerpoint. Knowledge in VBA / Macro is essential
• Proficiency in Bloomberg and Morningstar will be useful
• Strong interpersonal and communication skills. Fluency in English is mandatory
• Ability to foster and maintain strong interpersonal internal and external relationships
• Demonstrate behaviours of being resourceful, organised, and paying attention to details
• Fast learner who is self-motivated and resourceful to resolve queries
• An excellent team player with a "can do" attitude

Other Information:

Lion Global Investors Limited is committed to equal employment opportunity. Our employment decisions are made based on job requirements and qualifications, and regardless of age, race, gender, religion, marital status, family responsibilities, or disability.

Please refer to our Data Protection Policy Statement on how we may collect, use and disclose your personal information.

Please be informed that only shortlisted candidates will be notified.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service, Finance, and Project Management

• Industries

  Funds and Trusts, Investment Management, and Financial Services

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