Client Service Manager

Company Overview

A company in the investment management industry is hiring for a Client Services Manager position. This role offers the opportunity to be part of a growing Asia-focused platform, supporting regional expansion and working closely with senior leadership and business development teams. The environment is fast-paced and entrepreneurial, with exposure to institutional investors across multiple Asian markets.

Job Description

• Support the expansion of a regional pipeline of potential distribution partners across East Asia and Southeast Asia, including private banks, family offices, and securities firms.

• Assist in identifying new business opportunities and coordinating outreach to prospective clients, while supporting ongoing engagement with existing distribution partners.

• Work with internal teams such as investment research, product development, and compliance to support the preparation of marketing materials and customized investment solutions aligned with client needs.

• Coordinate logistics, materials preparation, and follow-ups for sales and marketing initiatives, including roadshows, investor presentations, webinars, and conferences.

• Provide client servicing support throughout the deal subscription process and post-investment reporting, ensuring professionalism, confidentiality, and accuracy in all client interactions.

• Ensure adherence to internal policies and external regulatory requirements, upholding ethical and transparent business practices.

• Collaborate closely with regional teams to support revenue objectives, key performance indicators, and the broader growth strategy.

Qualifications

• A good university degree in finance, economics, business, or a related field, or relevant industry experience considered on a case-by-case basis.

• One to two years of experience in client servicing, business development, sales, or relationship management within a relevant financial sector.

• Foundational knowledge of financial markets, investment products, and regulatory frameworks, with familiarity in alternative investments considered an advantage.

• Ability to build and manage relationships with distribution partners and institutional clients.

• Proficiency in Chinese with strong written and presentation skills to liaise with Chinese counterparties

• Self-motivated and adaptable, able to perform in a dynamic environment with minimal supervision.

• Strong interpersonal, communication, and coordination skills.

• Proficiency in Microsoft Excel, PowerPoint, and Word.