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Client Services Manager (ETF)

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This is a global asset management firm. This role will cover client servicing to institutional investors in Hong Kong, Mainland China and SEA region as well as supporting marketing materials production.

This role is responsible for marketing support for the firm’s active and passive strategies, ie. mutual funds and ETFs, including:

  • Leaflets/brochures and other promotion materials
  • Marketing materials production, such as fund factsheets, bespoke meeting presentation packs, portfolio client reports
  • Active strategies client servicing, e.g. coordinate and respond to their enquiries,
  • such as AUM data, fund info, performance info
  • Fund database updates at public channels, such as Bloomberg, Morningstar, Fundinfo. Information include portfolio holdings, benchmark, name of the portfolio manager(s), investment objectives, etc.
  • Any ad-hoc request assigned by line manager

Requirements:

  • University graduates in Business or related disciplines
  • At least 4 years relevant working experience gained in asset management
  • Previous work experience in asset management industry, ideally from ETF issuers
  • Sound knowledge in ETF is a strong plus
  • Prior working experience in RFP is preferred
  • Must be a good team player with strong multi-tasking skills and attentive to details
  • Adaptive to a fast-pace dynamic working environment
  • Skilled in Bloomberg and Morningstar application would be advantageous
  • Knowledge of Adobe InDesign or Illustrator a plus
  • Proficient in both written and spoken English and Chinese (including Putonghua)

Contract Type: FULL_TIME

Specialism: Financial Services

Focus: Investment Management

Industry: Financial Services

Salary: HKD40,000 - HKD50,000 per month

Workplace Type: On-site

Experience Level: Associate

Location: Central

Job Reference: SSTICC-0FF9E220

Date posted: 04 October 2024

Consultant: Kathy Wong

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