Assistant Manager, Client Services

2 weeks ago

Singapore AIA INVESTMENT MANAGEMENT PRIVATE LIMITED Full time

Join us as Client Services Assistant Manager at AIA Investment Management

The position will play a key role in providing core client services support and foster a strong relationship with clients and prospects, aligning resources and services to comprehensively address their needs, in conjunction with team members and other functions in AIA Investment Management.

**Responsibilities**:

- Operate collaboratively to support client service delivery
- Provide day to day servicing support
- Coordination of client meetings and visits
- Planning portfolio review with clients
- Manage Client data maintenance, account updates and amendments
- Handle KYC renewals
- Support the client services scope of onboarding of new clients and new funds/portfolios of existing clients:

- This will encompass organization of due diligence visits & responding to questionnaire.
- Ensuring legal agreement & operating memorandum are in place
- Responsible for client onboarding & KYC requirements
- Liaise with internal and external parties to fulfil onboarding requirements and documentation.
- Responsible in providing excellent customer service to all clients through Inbound and Outbound Calls, Chats and CRM cases
- Respond to inquiries from clients and ensure that client requests and instructions are tracked, monitored and addressed on timely basis.
- Work by strategy for case management prioritized by client segmentation then FIFO for all work, unless specified differently.
- Assist clients on funding and transfers.
- Client Reporting - Coordinate and play a critical role in the preparation of client presentation materials, related information for client meetings and proposals, managing reporting and dissemination of client communications.

**Requirements**:

- Degree in business or a related field and/or a professional designation such as CFA, would be a distinct advantage.
- Minimum of 5 years of experience in the asset management industry of which at least 3 years would be directly related to client servicing/product development/performance/investment management.
- Strong knowledge of financial industry with good experience across asset classes
- Good understanding of client onboarding processes in an asset management business
- Has passion for providing excellent Customer Service
- Excellent listening and strong communication skills both verbal and written.
- Excellent interpersonal skills
- Experienced in working collaboratively in teams and capable of working across a variety of organizational dimensions and capable of managing across a diversity of disciplines and cultures.
- Comfortable dealing with senior individuals and management across functions
- Ability to understand and resolve or raise issues appropriately
- Strong attention to detail and organisation skills
- Highly motivated, self-starter with the ability to work independently in dynamic environment
- Ability to take ownership of set tasks & targets
- Results driven with a strong commitment to completing tasks within deadlines
- Capable of multitasking and meeting deadlines in a dynamic environment,
- Ability to balance competing priorities in the best interest of the clients and AIAIM.
- Able to work as part of a team and independently when necessary

**Believe in better with AIA. **If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way

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