Client Account Manager - Asia ex-Japan Clients

Accountabilities:

• Act as the daily liaison between the clients and Albourne to ensure the delivery of advisory services
• Gain in depth knowledge of the client’s interests and needs to be able to identify cross selling opportunities in coordination with business developers
• Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients; this may include summarizing salient points from Albourne research pieces and preparing quantitative analysis (performance, risk, etc) as requested by clients 
• Proactively review and highlight new Albourne research to clients based on their current and/or potential portfolio(s)
• Responsible for monthly feedback regarding client interactions and satisfaction
• Become fluent in Albourne industry initiatives to independently explain our positions, garner feedback and liaise with the appropriate Albourne representative to implement any change
• Manage new client account set up and provide training of Albourne’s systems and tools to assigned clients through online and in person demonstrations
• Monitor and maintain client due diligence requests, budgets, and client preferences
• Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers
• Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients.  If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
• Ensure the internal database and knowledge management system are maintained with up to date information on the clients
• Report potential conflicts to and work with compliance to ensure appropriate disclosures appear on research reports
• Actively participate in the planning and execution of Albourne Events as requested.
• Participate in the promotion and registration of all Client events

Other Requirements:

• Bachelor’s degree from an accredited college/university required
• 1-2 years relevant experience preferred; exceptional new finance graduate with initiative also considered
• Proactive self-starter and proficient in time management & multi-tasking skills
• Professional demeanour and strong interpersonal skills
• Abide by the Client Group policies and procedures as well as the Albourne Group’s policies and procedures including but not limited to IFFM, compliance reporting, HFDB filing, Information, Communications & Cyber Security Policy, Expense & Travel Policy, etc.
• ​Sign and comply with terms of Albourne’s Compliance Manual and procedures
• ​Attendance at annual company events as requested 

Benefits:

• Professional development support
• ​22 days annual leave
• Discretionary bonus scheme​
• Business travel insurance