Asset Management Client Relations Specialist

HSBC Holdings plc; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

HSBC is seeking a Client Relationship Management professional for Asset Management on a 12 months' contract based in Singapore. The role focuses on servicing a portfolio of institutional clients, handling queries, coordinating deliverables, and ensuring timely reporting and documentation.

The successful candidate will coordinate onboarding, meetings, and lifecycle activities with Operations, KYC/AML, Compliance, Legal and Risk teams, while driving process improvements in client servicing

Qualifications

• 1-2 Years of working experience in the asset management industry.

Responsibilities

• Manage the day-to-day servicing of a portfolio of institutional clients, including insurance and other institutional clients, acting as a key point of contact for client queries, service requests and operational matters.
• Own client requests and issues through to resolution, identifying and coordinating with the appropriate internal stakeholders and escalating issues or risks appropriately where required.
• Coordinate recurring and ad-hoc client deliverables, including client reporting, due diligence requests, compliance/regulatory documentation and attestations, working with the relevant subject-matter experts to ensure accurate and timely delivery.
• Coordinate regular client meetings and investment/service reviews, including preparation of materials, engagement with Portfolio Managers and Investment Specialists, meeting follow-ups and tracking of outstanding actions.
• Coordinate new client and mandate onboarding and ongoing client lifecycle activities, working with Operations, KYC/AML, Compliance, Legal, Risk and other relevant functions.
• Contribute to improvements in client servicing processes and workflows, including standardization and automation where appropriate.

Job description

HSBC is seeking a Client Relationship Management professional for Asset Management on a 12 months' contract based in Singapore. The role focuses on servicing a portfolio of institutional clients, handling queries, coordinating deliverables, and ensuring timely reporting and documentation.

The successful candidate will coordinate onboarding, meetings, and lifecycle activities with Operations, KYC/AML, Compliance, Legal and Risk teams, while driving process improvements in client servicing