Associate / Assistant Manager, Client Solutions Office
1 week ago
**Responsibilities**:
- 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
- Facilitate the implementation of new instruments and strategies requested by the client.
- Facilitate cash and securities transfers as well as other account management request from the client
- 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
- Handle other client solutions duties and ad-hoc projects as assigned
**Job Requirements**:
- A relevant Degree, 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.
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