Client Account Manager

2 weeks ago


Singapore Albourne Partners (Singapore) Pte. Ltd. Full time

**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

**Other Requirements**:

- Bachelor’s degree from an accredited college/university required
- 1-2 years relevant experience preferred; exceptional new finance graduate with initiative also considered
- Korean language skills required
- Strong literacy in Microsoft Office
- Proactive self-starter and proficient in time management & multi-tasking skills
- Professional demeanour and strong interpersonal skills
- Abide by the Client Group policies and procedures as well as the Albourne Group’s policies and procedures including but not limited to IFFM, compliance reporting, HFDB filing, Information, Communications & Cyber Security Policy, Expense & Travel Policy, etc.
- Attendance at annual company events as requested
- Adherence to the Compliance Manual and other Albourne Policies and procedures

**Benefits**:

- Professional development support
- 22 days annual leave
- Discretionary bonus scheme
- Business travel insurance



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