Manager, Client Services - Global Asset Management

HSBC

Singapore

On-site

SGD 120,000 - 170,000

Full time

2 days ago
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Job summary

HSBC is seeking a Manager, Client Services - Global Asset Management to serve as the primary servicing contact for institutional clients, handling queries end-to-end and delivering proactive updates.

The role requires min 5 years in asset management client servicing, with expertise in onboarding, KYC/AML, client reporting and governance controls. Strong communication, Excel/PowerPoint and CRM skills are essential for success.

Qualifications

  • Min 5 years of client servicing experience in Asset Management.
  • Experience supporting institutional clients and/or institutional distribution.
  • Strong communication and organisational skills; attention to detail.

Responsibilities

  • Serve as the primary servicing contact for assigned institutional clients, managing client queries and requests end-to-end.
  • Provide proactive updates, manage issues through to resolution and escape risks appropriately.
  • Prepare for and attend/host quarterly review calls (QBRs): agenda, materials, minutes and follow-ups.

Skills

Client servicing
KYC/AML
Client reporting
RFP/RFI
Stakeholder mgmt
Excel
PowerPoint
Dynamics CRM

Tools

Microsoft Dynamics CRM
PowerPoint

Job description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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.

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.

HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds.

We are currently seeking a high calibre professional to join our team as a Manager, Client Services - Global Asset Management.

In this role you will:
  • Serve as the primary servicing contact for assigned institutional clients, managing client queries and requests end-to-end.
  • Provide proactive updates, manage issues through to resolution and escape risks appropriately.
  • Prepare for and attend/host quarterly review calls (QBRs): agenda, materials, minutes and follow-ups.
To be successful you will need:
  • Min 5 years of Client servicing experience in Asset Management, ideally supporting institutional clients and/or institutional distribution.
  • Strong understanding of onboarding, KYC/AML, client reporting and governance controls in a regulated environment.
  • Experience coordinating RFP/RFI/DDQ responses and supporting client meetings/reviews.
  • Strong stakeholder management, communication and organisational skills; comfortable working across seniority levels and diverse teams.
  • Strong attention to detail and ability to manage multiple priorities and deadlines.
  • Proficient in Excel and PowerPoint; able to produce client-ready materials.
  • Proficiency in Microsoft Dynamics CRM with strong data discipline.

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role please contact the recruiter for this role.

You’ll achieve more when you join HSBC.

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 byHSBC Gbl Ast Mgt(Singapore)Ltd

https://www.youtube.com/watch?v=NIa2CodFG6E

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