Client Services Manager

**About the opportunity**:
**Department Description**

The Private Banks business is responsible for marketing Fidelity’s products to Private Banks in Asia ex Japan.

Working in partnership with the Sales and Relationship teams in our local offices Institutional & Intermediary Services is responsible for client on-boarding, ongoing client services and operational support to both our Private Bank and Institutional clients. The team is committed to providing best-in-class client services so as to add value at every stage of the client lifecycle.

**Purpose of your role**

The role comprises two distinct but complementary functions;

Responsibility for client on-boarding through close liaison with key internal stakeholders in order to accurately capture client requirements and develop a clear project plan.

**Key Responsibilities**

**New Client On-Boarding**
- Maintain awareness of the current business pipeline and priorities. Ensure regular communication with Sales Directors and Sales Support.
- Responsible for the delivery of a comprehensive project plan for the on-boarding of new clients and obtain the required documentation to satisfy KYC / AML requirements.
- Work with Sales to ensure that the Distribution Agreement (where applicable), and/or other relevant legal documentation are in place before funding, by coordinating the process both internally and with the client. Ensure Fidelity’s policies and operational processes are clearly articulated and documented.

**Ongoing Client Services**
- Work closely with the Sales / Relationship Director to deliver a premium service to Fidelity’s Private Bank clients.
- Proactively manage, coordinate and oversee all activities affecting the client’s portfolio. This will involve liaison with various internal stakeholders.
- Gain a full understanding of clients and their requirements and maintain awareness of industry best practice. Build rapport, trust and confidence of the Sales / Relationship Directors and their support teams
- Participate in regular service reviews or ad-hoc face-to-face meetings as required.
- Liaising with clients for NIGOs (Not-in-good-orders) instructions
- Dealing order checking
- Draft and update operational procedures
- Prepare management reports
- Prepare fund onboarding template for clients
- Handle fund information related enquiries
- Keeping up with AML updates and ensuring periodic review on clients is performed and completed on time.
- Providing coverage to Fidelity’s Wholesales clients.

**Other**
- Build strong relationships with clients and internal stakeholders

**Experience and Qualifications Required**
- University graduate in Business, Finance, Economics or a related discipline
- 3+ years’ experience in a client service / facing role ideally in the asset management industry
- Fluent in English. Other languages an advantage.
- In depth understanding of the lifecycle of a Private Bank client

**Key Skills / Attributes**
- Highly responsive with a strong commitment to client service
- Analytical mind set, accuracy and attention to detail in all aspects of service delivery
- Capable of balancing client requirements against organisational constraints and providing alternatives or solutions
- Able to work under pressure and meet tight delivery deadlines
- Self
- starter, fast learner, good organizational skills
- Flexible and positive attitude to work, strong team ethic

**About you**:
**About Fidelity International**:
We’ve been helping our clients plan and save for the futures they want for over 50 years. From more than 25 locations around the world, we provide investment services and retirement expertise to 2.5 million clients - everyone from central banks and financial institutions to wealth managers and private individuals. We think generationally and look to the long term. And today, building on the security of private ownership and our strong sense of purpose, we’re growing our business like never before.

**What it’s like to work here.**

In our welcoming, caring culture, you’ll feel valued, trusted and free to express yourself. We recognise the value of inclusion and diversity in culture, in thought and in experience. With this in mind, please let us know if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.

As well as a clear commitment to inclusion, we offer real flexibility about where, when and how you work. It’s an approach we call ‘dynamic working’, and you’ll find it brings the very best out in you.

**Getting started**

Or, if you’re feeling inspired, start your journey with us right now.

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