
Manager/Senior Manager, Client Relationship Management
- Hong Kong
- Permanent
- Full-time
- Interact with existing clients to strengthen relationships by understanding their investment needs and servicing them accordingly.
- Work closely with Asia ex Japan Institutional Sales team and ensure timely responses and solutions are provided to clients’ queries.
- Coordinate with various internal stakeholders within the Public and Private Markets groups to facilitate discussions and coordinate product launch and other related marketing and servicing activities.
- Assist with the onboarding process of new clients, including legal & KYC documentation, account opening and due diligence process. Engaging with legal & compliance partners and other internal / external stakeholders to ensure smooth onboarding.
- Support marketing efforts, including review of RFPs, modifying or translation of marketing materials and due diligence materials for clients
- Assist in client events / roadshows and any other client servicing or marketing activities to strengthen client relationships and promote our Manulife’s products/ investment capabilities
- Build expertise by monitoring the markets and regulatory environment to proactively identify trends; anticipate and communicate opportunities and risks to internal stakeholders
- At least 5-8 years of overall experience in areas of client servicing and relationship management (Experience with a focus on servicing private market clients would be an advantage)
- Experience in client facing activities, such as cross-selling and regular contact with clients in order to understand their investment needs
- Good understanding of Asian (in particular Korean) institutional clients’ requirements
- Good organizational skills; demonstrated history of being results-oriented, ability to multitask and prioritize, keen attention to detail
- Ability to work collaboratively with internal departments across global offices.
- Good knowledge of public market as well as private markets asset classes (includes but not limited to private equity and credit, infrastructure, real estate equity and debt, timberland and farmland).
- Experience in handling clients onboarding (Experience in handling private market client onboarding and have the ability to navigate and interpret private funds documentation would be an advantage)
- Strong teamwork and interpersonal skills; willingness to engage with multiple stakeholders.
- Fluent in English and Korean. Strong written communication skills in English and Korean. Ability to write clearly and concisely in client communications and explain complex concepts to clients
- University degree with CFA designation is an asset.
- Ability to work with minimal supervision
- Candidates with more experience especially in private markets would be considered for an Associate Director position.
- We’ll empower you to learn and grow the career you want.
- We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we’ll support you in shaping the future you want to see.