Account Manager( Buy-side Solution Vendor; 60K+)
Recruit Logic
Hong Kong, Hong Kong
source : EFinancialCareers Ltd

The Account Management is responsible for :

Client Relationship Management

  • Establish and maintain relationships with senior client executives
  • Cultivate relationships at a higher level than exist today
  • Build and foster additional relationships across all areas of the firm (Operations, IT, compliance, risk, etc. across all products traded)
  • Solidify existing relationship
  • Meet with client's senior management team on a regular basis to understand their business needs and to provide BR updates on our strategic initiatives
  • Ensure Corporate is an integral part of any business decision
  • Communicate changes in the business environment at either the client or Corporate to management at all levels where appropriate
  • Draft thorough client profiles for all accounts
  • Publish trip reports in a timely manner
  • Prepare / execute annual client strategic plans
  • Escalation on Client Projects
  • Visit clients on a regular basis to address all open projects, etc
  • Product Sales (Value Added Products - VAP's)

  • Introduce new products and services to existing clients to increase their operational efficiency
  • Identify and close additional revenue opportunities within existing client base, in partnership with sales.
  • Work with sales to produce and maintain a product sales pipeline (updated at least monthly according to agreed timeline)
  • Conduct and coordinate product presentations when / where necessary
  • Working with sales, negotiate pricing on product sales
  • Finalize all the appropriate documents in conjunction with Legal and Finance
  • Consultancy and Product Development Sales (Event-based)

  • Identify revenue opportunities within existing client base for consultancy and product development sales
  • Working with sales, produce and maintain a product sales pipeline (updated at least monthly according to agreed timeline)
  • Working with sales, negotiate pricing on such sales
  • Finalize all the appropriate documents in conjunction with Legal and Finance
  • Contract Negotiations

  • Renew all existing client agreements (prior to existing contract end date)
  • Conduct and coordinate negotiations on contact terms and conditions
  • Work with Finance and Legal on preparation of all pricing proposals and legal documents
  • Prepare and negotiate Service Level Agreements
  • Service and Project Management Oversight

  • Understand client business initiatives and determine action plan (may be part of strategic plan)
  • Work with Professional Services and Service Management to ensure Corporate are delivering to their obligations including key milestones and expectations.
  • Escalate to relevant management should this not be the case and assist managing the message to the client in case of issues.
  • Focus Groups

  • Manage all aspects of the regular Focus Group Agenda
  • Organize compelling, well thought out topics w / guest speakers and interactive sessions to keep the meeting strategic in nature with limited tactical times.
  • Logistics (location, gifts, meals / breaks, after meeting affair, etc...)
  • Presentations (hard copies and visual)
  • Follow-up action items w / monthly client update
  • Contribute to the Client Satisfaction Surveys process

  • Work with Client Service Management team to review survey results with the client
  • Contribute to action plans / Review action plans with client where applicable
  • Monitor performance and update plan to ensure all tasks have been accomplished
  • Metrics

  • Review metrics w / client on a monthly basis, where appropriate
  • Suggest modifications to metrics as needed to address the changing conditions
  • Contribute to action plans (part of survey action plans) to remedy poor performing areas with updates monthly on current status
  • Qualifications :
  • Degree-level
  • Degree-level
  • Have a minimum 3 years within the Financial Services Industry (buy-side) in a client-facing role
  • Have a strong understanding of the buy-side market
  • Have the ability to build trusting relationships
  • Be able to communicate and influence
  • Exceed client expectations
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