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外資系アセマネ会社でのHead of Client Account Managementの求人

求人ID:1366181

更新日:2024/10/10

転職求人情報

職種

Head of Client Account Management

ポジション

責任者

おすすめ年齢

20代
30代

年収イメージ

〜1,800万円(ベース給与、別途賞与あり)※スキル、経験による

仕事内容

●ROLE DESCRIPTION AND PURPOSE
The Head of Client Account Management, Japan, will serve both as the Client Account Manager for the existing Clients and as the team leader for the local Client Account Management team.
Client Account Managers play a key role within the Global Client Group at Our Company. Working in close tandem with Client Relationship Managers, their principal objective is to deliver an outstanding Client experience, build trust and deepen our relationship with the Clients, drawing upon expertise from within the entire Firm to provide the highest standard of service.
※This role is responsible for Japanese Clients.

Client Service
o Establishes and maintains high quality, long-term, ‘trusted advisor’ relationships with Clients, allowing for both formal and informal interactions and ensuring that we always understand the actual Client experience, and actual Client intentions and proactively manage any risks to the relationship. Ensures service delivery in line with our contractual commitments, regulatory and fiduciary obligations.
o Client Query Management
Acts as a preferred point of contact for all Client queries received through various channels (emails, calls, notifications
from Client Relationship Managers), takes ownership and ensures adequate answers within agreed timeframes.
Handles incidents and complaints in line with agreed procedure. Coordinates prompt investigation of root causes,
resolution, and corrective measures with relevant local and global stakeholders. Provides regular and comprehensive
updates to Client Relationship Managers.
Maintains accurate and complete record of the Client Service requests and complaints in the CRM tool.
o Reporting
Ensures timely and accurate delivery of reporting commitments to the Clients, including Client reports, fund reports, and other updates as agreed upon, in collaboration with reporting teams and other relevant teams. This task may encompass report preparation and/or accuracy checks of reporting data and comments.
o Client Lifecycle Management
On-boards new accounts, coordinate account and fund changes and closing in collaboration with the corresponding
centres of expertise and other internal and external stakeholders.
o Fund Lifecycle Management
Performs duties associated with contract change, terminations, and regulatory changes from the Investment Trust
Association.

Team Leadership
(Please contact us for details.)
Continuous Improvement and Project Management
(Please contact us for details.)
Operational Risk Management
(Please contact us for details.)
Operational Risk Management
(Please contact us for details.)
Financial Security
(Please contact us for details.)

必要スキル

Technical and industry experience
o Prior experience of institutional sales and/or client service, including thorough understanding of Financial Institutions Clients’ needs
and of our fiduciary responsibility.
o Client Service experience covering Wholesale Distribution Clients is an advantage.
o Working knowledge of the offshore fund structures (incl. Luxembourg and Cayman).
o Abundant experience in Client and fund reporting (monthly, quarterly, annual).
o Prior experience of KYC and on-boarding, both locally and offshore.
o Native Japanese language skills, including excellent business writing
o Strong English language skills (written & spoken), sufficient to effectively communicate with global teams, as well as review and
translate fund reporting documents
o Broad knowledge of financial markets and the Asset Management Industry with a minimum of 5 years’ experience in the industry
o Project Management skills is an advantage
Systems skills
o Salesforce (or other CRM tool)
o Proficiency in MS Excel, Word, PowerPoint and Bloomberg
o Experience with external data sources an advantage
Personal attributes
o Demonstrates a strong client-centric mindset and genuinely embraces the service-oriented nature of the role.
o Has high standards, values hard work and is results-driven:
Demonstrates strict adherence to deadlines, strong attention to detail, organisational skills and high level of accuracy
Upholds highest personal integrity standards
Makes sure to fully understand our fiduciary duty, Client’s needs and the reasons behind them, from the big picture to
the slightest detail
Gets things done: is rigorous, resilient, resourceful and relentlessly reliable; sets realistic expectations and follows
through on commitments
Has the ownership mindset and practices radical personal accountability
o Has excellent leadership, collaborative, communication, and interpersonal skills:
Demonstrates ability and drive to lead and motivate the team
Builds and maintains excellent relationships with the Clients and across the Firm, treats everyone with dignity and respect
Communicates and presents clearly and persuasively
Demonstrates cultural awareness and sensitivity
o Has high clarity of thought that manifests itself in:
Ability to analyse and structure complex problems into actionable solutions
Sharp business writing that gets things done
Systems thinking: understanding of interdependencies between different parts of the Firm
o Has growth mindset: believes in own ability to learn, get better and achieve ambitious goals
o Demonstrates enthusiasm, energy and drive

就業場所

就業形態

正社員

企業名

外資系投信投資顧問会社

企業概要

外資系投信投資顧問会社

企業PR

業務カテゴリ

組織カテゴリ

備考

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