Regional Client Services Manager - Institutional (Flexible)

Dormont Manufacturing Co

Hong Kong

On-site

HKD 540,000 - 900,000

Full time

14 days+

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Benefits offered by this job

Comprehensive benefits package

Flexible working arrangements

Job summary

Fidelity International in Hong Kong seeks a Client Services Manager to lead day-to-day operations for institutional clients, acting as the primary contact for operational matters and ensuring high client satisfaction. You will collaborate with Sales Directors to strengthen relationships and coordinate with Risk and Operations to resolve issues efficiently.

Ideal candidate has strong Mandarin and English communication, 5+ years in financial services, and experience with onboarding, KYC, and

Qualifications

Ideally university graduate in business, finance, economics or related discipline.
Ideally has worked in the financial services industry for at least 5 years, typically for fund manager, bank, trustee, custodian or insurance company.
Prior knowledge of institutional investment management preferred.
Prior knowledge of Investment Management processes from an operational perspective preferred.

Responsibilities

Serve as the main point of contact for operational and administrative client needs.
Partner with Sales Directors to enhance client relationships and support business growth.
Ensure timely and accurate resolution of client issues, coordinating with internal teams as needed.
Build strong relationships with regional offices across institutional markets.
Maintain regular communication to understand country-specific requirements and ensure alignment with Fidelity’s standards.
Communicate and reinforce Fidelity’s protocols, processes, and procedures across regional offices.
Promote best practices in client servicing and relationship management.
Stay current with internal policies and procedures, leveraging this knowledge to suggest improvements in operational efficiency and service delivery.
Participate in regional projects and initiatives, including system enhancements that impact institutional clients.
Maintain visibility of the institutional business pipeline and priorities across jurisdictions.
Engage in regular dialogue with Sales Directors to stay aligned with market activities.
Apply consistent standards and procedures for new business qualification, while identifying and managing exceptions to Fidelity’s standard offering.
Collaborate with internal stakeholders to ensure client expectations are accurately captured during the onboarding process.
Manage end-to-end onboarding for pooled fund clients and investments into Fidelity’s fund range.
Ensure the integrity of the client legal file by maintaining a complete audit trail and securing all required KYC documentation in accordance with regulatory and policy standards.
Work closely with Sales Directors to deliver excellent service to our clients.
Develop and maintain a strong understanding of client requirements.
Proactively manage/oversee all aspects of incoming client queries and related service delivery from other internal support functions.
Account coordination and problem resolution of all activities affecting the client’s account.
Ensure all activities and deadlines are planned realistically and then met, whilst responding to client enquiries as they arise.
Maintain awareness of industry best practice. Build rapport, trust, and confidence of the Relationship Directors and their support teams.
Work with the Sales Directors to produce and implement client development plans.