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Client Account Manager - Asia ex-Japan Clients

Albourne Partners (Singapore) Pte. Ltd. Singapore
Posted 2 days ago Hybrid Permanent Negotiable
S
Posted by
Stanley Wong
Recruiter
We are currently hiring for a Client Account Manager - Asia ex Japan clients whose role will be to act as the daily liaison between our clients and Albourne to ensure delivery of advisory services. This role sits within the Portfolio Group and this Function is the conduit through which Albourne provides investment advice to its clients and interacts with them on a daily basis.

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
Job ID  CAM 2023
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