Associate Director, Client Service - HSBC Global Asset Management
Hong Kong, Hong Kong
source : eFinancialCareers

Some careers grow faster than others.

If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential.

Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Global Asset Management, the investment management business of the HSBC Group, serves HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds.

Global Asset Management fulfils its purpose of connecting HSBC’s clients with investment opportunities around the world through an international network of offices in approximately 30 countries, delivering global capabilities with local market insight.

We are currently seeking a high calibre professional to join our team as an Associate Director, Client Service.

Principal Responsibilities

  • Working with the Head of Private Bank Distribution focus on DPM Business (1) approval of mandates (2) ongoing operational management and servicing (3) accuracy of RFP database
  • Maintain and support the Luxembourg based RAIF fund platform (1) coordinate the launch of new strategies to meet demand (2) liaise with GPB HK and SG, linking with colleagues as required (3) coordinate marketing support e.
  • g. PM regular updates, translation of collaterals, pitch book content, ad-hoc enquiries etc

  • Manage the institutional reporting focusing on timeliness and accuracy. Provision of current data / information, manager commentary, pitch book updates, PM quarterly meetings, ad-hoc queries from clients, etc
  • Leverage existing client service and sales personnel as required to meet requests and enquiries (tailoring of presentations, client, market, sector analysis, operations, corporate actions)
  • Manage Request for Information / Request for Proposal
  • Act as mentor to junior staff within the broader WB team
  • Support deal opportunities in the region
  • Requirements

  • University degree in Finance or related discipline
  • 10 years minimum in investment management business / private banking work experience
  • Experience in client facing or client support role within an asset management business
  • Great sense of ownership and servicing mind set to ensure efficient and effective customer service processes
  • Strong attention to detail and deadlines
  • Good understanding of investment products, capabilities and operations
  • Excellent people and communication skills, both spoken and written
  • Team player who can develop relationships at multiple levels
  • Demonstrated experience of making difficult decisions when faced with competing priorities
  • Proficient in both verbal and written English and Chinese
  • IT and business systems knowledge / familiarity (excel, word, Bloomberg, Morningstar, PowerPoint etc.)
  • You’ll achieve more when you join HSBC.

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    HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

    Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

    Issued by The Hongkong and Shanghai Banking Corporation Limited.


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