- Act as office based back-up to the Sales Directors and Client Relations Directors as their roles involve considerable travel, including being a contact point for client and prospect queries on accounts, products, firm etc.
- Prepare the Directors for client/prospect meetings by gathering relevant market, industry or firm information.
- Coordinate and contribute to the completion of new business proposals and due diligence questionnaires.
- Assist in the coordination of office meetings, events and functions, attending as required.
- Produce and deliver client reports, presentations and portfolio review materials, collaborating with portfolio specialists and investment team specialists on content and structure.
- Assist with the monitoring and maintenance of the internal CRM system, to ensure that up to date prospect, sales and client information is stored.
- Responsible for the preparation and provision of portfolio performance and competitive firm analysis.
- May get involved in internal regular management reporting and project management as identified.
- Use good understanding of client needs and challenges to meet those needs by leveraging capabilities of the entire organisation.
- Build strong relationships with teams across the business, such as legal, compliance, admin, marketing, to ensure effective collaboration on all client related matters.
- Local license
- Intermediate to Advanced Excel, Powerpoint and Database management skills
- Strong analytical skills with high attention to detail and accuracy
- Excellent verbal, written, and interpersonal communication skills
- Good organisational and presentation skills
- Established knowledge and understanding of the investment Industry and investment products and services including operational, compliance and legal aspects
- Good project management skills
- Knowledge and understanding of Client Relationship Management (CRM) systems, ideally Salesforce
- Ability to work with accounting and performance systems will be an advantage (knowledge of Factset and Morningstar would be beneficial)
- Independent, entrepreneurial spirit and ability to prioritize and meet deadlines in a fast-paced environment
- Outstanding, flexible team player with ability to work effectively across multiple business channels.
- Ability to work with senior management and in a client facing environment, maintaining the highest standards of professional integrity and interaction at all times
- Must be effective at working closely with portfolio staff, product specialists, and other investment professionals, as well as operational and support teams
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International Client Support Associate - Hong Kong, 香港 - Allspring Global Investments
描述
Main function of the job:
The International Client Associate will provide efficient day to day planning and support to the Sales Directors for business development activities and the Client Relations Directors for client servicing activities.
The role involves considerable co-ordination of activities across the client lifecycle to effectively deliver a very positive client experience supporting the achievement of our business goals, delivering the highest standard of client experience in an efficient and compliant manner.
The role encompasses both business development and client retention support including preparing marketing materials, presentations, market research, preparation and delivery of monthly and quarterly reports and commentaries, and the creation of portfolio review material. Within these various activities, the individual must maintain a full understanding of compliance implications and work within the processes and procedures of our organisation ensuring constructive teamwork and communication, navigating internal channels to complete this role in an efficient and collaborative manner.
It is expected that the role will have some direct client interaction either through the delivery of reporting, participation in client review meetings and engagement through client onboarding and maintenance.
(Note: In addition to these functions employees are required to carry out such other duties as may reasonably be required).
Responsibilities:
Necessary Qualifications:
Desired Skills/Experience:
LI-CD
