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Head of Client Group

  • Location:

    Hong Kong

  • Sector:

    Investments, Accountancy & Finance

  • Job type:

    Permanent

  • Salary:

    HK$800000 - HK$1200000 per annum

  • Contact:

    Abigail Tempest

  • Contact email:

    Abigail.Tempest@oliverjames.com

  • Job ref:

    JOB-082021-149313_1637716526

  • Published:

    8 days ago

  • Expiry date:

    2021-12-24

The role sits within the Asia Client Group team with two key priorities around servicing Asian clients/products regionally and growing the business in Hong Kong.

The role will own the relationship for Hong Kong clientele and seek to drive Sales & Marketing efforts for the firm in Hong Kong for SFC authorised funds and/or services within financial institutions savings products; rolling-out Chinese language Reporting, Marketing and wholesale Distribution training.

There are three main accountability's in this role:

  1. Partnership Development
  2. Distribution Support
  3. Client Reporting Management

Key duties:

  • Strategy development across product, channel and marketing
  • Organising regular and formal touch points with clients to review, monitor and track progress of key initiatives and sales delivery
  • Working with clients to develop/on-board new fund propositions for their savings offers
  • Delivery of net new money ambition and % penetration of the firm within client's wholesale savings products
  • Working with European reporting teams to obtain and distribution client reporting, and quarterly investment pack
  • Acting as main point of contact for Client Reporting with respect to funds used by Hong Kong clients, and where appropriate; some regional

You:

  • At least 7 years experience in an investment orientated environment
  • Strong understanding of wholesale / banking / of investment-linked insurance distribution of funds
  • Fluent in English and Cantonese, Mandarin also a plus