Manager/Senior Manager, Institutional Client Servicing

Manager/Senior Manager, Institutional Client Servicing

Being in the International & Institutional Client Servicing team, you will render on-going high standard of servicing to mainly institutional clients. This candidate needs to work closely with the various departments internally i.e. from Sales team, Legal and Regulatory Compliance, Investment Compliance and the different units within Operations Department.

Job Responsibilities:

Institutional Client Relationship Management

• Serve as the primary account manager for assigned institutional clients, including pension funds, insurers, financial institutions, endowments and other professional investors.
• Build and maintain strong, trusted relationships with key client stakeholders.
• Maintain a deep understanding of each client's investment objectives, mandates, reporting requirements, governance structure, and servicing expectations.
• Conduct regular client meetings and proactively anticipate client needs and coordinate internal resources to deliver solutions.
• Support client retention and contribute to the growth of existing relationships.
• Identify opportunities for additional services or solutions in collaboration with Institutional Sales Team.

Account Management

• Manage the end-to-end servicing including, mandate implementation, ongoing servicing, mandate changes, and account closure.
• Coordinate client agreements, mandates, and periodic reviews.
• Ensure all client instructions, requests, and issues are properly documented, tracked, escalated, and resolved.
• Maintain accurate and up-to-date client records, including contact details, service requirements, and meeting notes.
• Oversee the delivery of accurate and timely client reports, portfolio updates, investment commentary, and other agreed materials.
• Ensure client materials are consistent with mandates, requirements, and internal standards.
• Coordinate responses to client requests for investment, performance, risk, operational, ESG, and regulatory information.
• Support preparation of materials for client meetings, due diligence sessions, and investment reviews.

Service Governance and Continuous Improvement

• Maintain compliance with regulatory standards such as FATCA, CRS and ongoing AML and KYC
• Assist with internal and external audit reviews and compliance reviews of assigned institutional clients.
• Conduct periodic service reviews and identify opportunities to improve client experience and efficiency.
• Contribute to improvements in processes, systems, controls, and reporting capabilities.
• Support adoption of technology and process enhancements to improve service.

Job Requirements:

Education and Professional Qualifications

• Degree holder or above from a recognised university.
• CMFAS Module 5, 8 and 8A qualified, or willing to obtain the required certifications.

Relevant Experience and Product Knowledge

• At least three years of relevant experience servicing institutional clients, preferably within the asset management industry.
• Good knowledge of financial products.

Client Servicing and Communication Skills

• Demonstrates maturity, confidence and a strong customer service orientation, with the adaptability and resilience to manage different situations and diverse personalities.
• Possesses strong verbal, written communication and interpersonal skills.
• Bilingually proficient in English and Mandarin to support both English and native Chinese-speaking clients
• A collaborative team player who can build rapport easily with internal and external stakeholders.

Work Style and Personal Attributes

• Meticulous and detail oriented.
• Able to work independently, multi-task and meet strict deadlines.
• Resourceful, proactive and demonstrate a positive learning attitude and team player.
• Willing to work outside normal working hours when required by business needs.
• Technical Proficiency
• Proficient in Microsoft Word, Excel and PowerPoint and AI tools.

Other Information:

Lion Global Investors Limited is committed to equal employment opportunity. Our employment decisions are made based on job requirements and qualifications, and regardless of age, race, gender, religion, marital status, family responsibilities, or disability.

Please refer to our Data Protection Policy Statement at Data Protection Policy | Lion Global Investors on how we may collect, use and disclose your personal information.

Please be informed that only shortlisted candidates will be notified.