Client Implementation Senior Analyst

About the role

As part of the Global Operations team, you will be working closely with both Distribution and Global Client Implementation teams. The role holder will be responsible for leading and executing the relevant tasks in accordance with established processes and procedures. This role is integral to the diligent and efficient delivery of all aspects of client implementation.

A key aspect of this role will be to support the Global Head of Client Implementation and Change in the leadership and development of all members of staff in the team, through line management, coaching and leading by example.

The role will oversee the coordination and execution of activities throughout the client lifecycle, necessitating the ability to seamlessly transition between analytical tasks and strategic implementation as required

Specifically, the role will have responsibility for tasks/projects relating to:

• Client change all client on-boarding and lifecycle management for wholesale distribution clients
• Contracts governance all aspects of administration, mainly for wholesale distribution agreements. Knowledge on Investment Management Agreements will provide additional benefit
• Client centricity ensuring our clients always receive a consistently high-quality experience with FSI.
• Process management, risk management, and continuous improvement.

About you

Your Experience and Skills

• Degree-qualified or equivalent.
• Financial services experience, ideally in asset management or servicing.
• Proven team leadership and coaching experience.
• Strong multitasking and deadline management.
• Analytical with high attention to detail.
• Resilient and goal-oriented.
• Confident communicator across all levels.
• Highly organised; familiarity with change management is a plus.
• Solid understanding of FATCA/CRS, AML/KYC, and risk assessment.
• Knowledge of Singapore Unit Trust operations.
• Client-focused, results-driven, and accountable.
• Skilled at influencing and building strong relationships.
• Committed to quality outcomes and team collaboration.

Your Day-to-Day

Client Change

• Main contact for client onboardingespecially pooled fund clients.
• Coordinate onboarding with internal teams using industry and internal processes.
• Manage transitions and exits for pooled fund clients.
• Ensure activities align with FSI Risk Appetite Statement.
• Oversee service provider engagement.

Contracts Governance

• Manage and improve agreement processes (distribution, platform, rebate, terms of business).
• Coach team on wholesale distribution agreements.
• Handle client-side letters per established processes.
• Monitor client/distributor/platform holdings with stakeholders.

Client Centricity

• Champion excellent client experience internally and externally.
• Lead by example and coach others in client-first mindset.
• Act on feedback to improve processes.
• Ensure risk procedures are followed and drive continuous improvement.

Process & Risk Management

• Keep procedures and checklists up to date.
• Generate MI data as needed.
• Coordinate client change forums across investment and distribution teams.

Coaching & Leadership

• Support team development and retention through role modelling.
• Promote a caring, collaborative, and wellbeing-focused culture.

About us

Powering possibilities

At First Sentier Group, we believe it is our responsibility to help clients achieve the financial freedom they desire, unlocking a world of possibilities.

We support our distinct affiliate investment teams to deliver meaningful investment outcomes. By combining their specialist investment knowledge with our global support, we create an innovative and agile operating model designed to effectively respond to our clients&apos needs.

We pride ourselves on our client-centric approach, ensuring we are all working towards achieving our clients&apos goals and enhancing their possibilities for the future, while continually striving for better.

Better strategies. Better service. Better possibilities

Our success relies on our ability to deliver outstanding client outcomes, supported by our culture and an efficient, sustainable and scalable business. We are committed to investing in our people to ensure we attract, develop and retain the talent to deliver these outcomes, guided by our vision, purpose and values.

• Care: we care about our clients, society and each other.
• Collaboration: we collaborate to deliver the best solutions.
• Openness: we are open with each other, and to different ways of thinking.
• Dedication: we are dedicated to being experts in our respective fields.

Why work with us

Our industry-leading benefits

Working at First Sentier Group gives you access to a growing, values-led organisation with competitive pay and industry-leading benefits including:

• Flexible working and a gender-neutral parental leave programme that provides 26 weeks paid leave in every region
• Global collaboration, international mobility and the opportunity to build your career in different markets
• Employee-driven charitable foundation allows our people to give back in their local communities through donation-matching and paid volunteering days
• Access to learning and development opportunities including in-house training and external programs

Corporate Sustainability & B Corp

We are committed to ensuring that as a firm, we are contributing to building a sustainable economy and society by improving our environmental, social and governance standards and holding our own business to the same standards that we expect of the companies that we invest our clients capital in; and by doing so, reinforcing our position as responsible investors. Find out more at this page: Corporate Sustainability

In 2022, First Sentier Group became a globally certified B Corp. B Corp Certification provides a framework that we can use to effectively assess our operations against high standards from an environmental, social and governance point of view, as well as to identify areas where we can enhance and improve. Based on the B Impact Assessment, First Sentier Group earned an overall score of 107.2, as of November, 2022. Find out more at this page: B Corp Certification

Our commitment to Diversity, Equity & Inclusion (DE&I)

At First Sentier Group, we value the different experience, ideas and perspectives that our people bring to the work they do. We are committed to fostering an inclusive and equitable culture where diversity can thrive. We believe this leads to better outcomes for our people and our clients, and its the right thing to do.

We provide equal employment opportunities to applicants regardless of race, religion, sex, sexual orientation, gender identity or expression, disability, age, family status, or any other category protected by law.

Application & Interview Process

• The format of the interviews will be explained throughout the recruitment process.
• If you require any workplace adjustments throughout the recruitment process or as part of the role, please let us know so we can support you.