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Client Account Manager - Korean Clients

Albourne Partners (Singapore) Pte. Ltd. Singapore
Posted 4 days ago Hybrid Permanent Negotiable
S
Posted by
Stanley Wong
Recruiter
We are currently hiring for a Client Account Manager whose role will be to act as the daily liaison between our Korean clients and Albourne to ensure delivery of advisory services.

Accountabilities:

  • Act as the daily liaison between the clients and Albourne to ensure the delivery of advisory services
  • Contribute ideas on how best to service clients based on an understanding of the client’s business and portfolio objectives 
  • 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)
  • Gain in depth knowledge of the client’s interests and needs to be able to identify cross selling opportunities in coordination with business developers
  • Responsible for monthly feedback regarding client interactions and satisfaction
  • Be 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
  • Korean language skills required
  • Strong literacy in Microsoft Office
  • 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.
  • Attendance at annual company events as requested
  • Adherence to the Compliance Manual and other Albourne Policies and procedures

Benefits:

  • Professional development support
  • ​22 days annual leave
  • Discretionary bonus scheme​
  • Business travel insurance
Job ID  CAM Korean 2023
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