Asset Management – Global Client Group – Client Account Manager (temporary contract)

April 8, 2024

Asset Management – Global Client Group – Client Account Manager (temporary contract)

ReferenceCG 000128

  • Contractor/ Via Agency
  • HK-Hong Kong (HK)-Hong Kong
  • TEMPORARY STATUS
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ROLE DESCRIPTION AND PURPOSE

Client Account Managers play a key role within the Global Client Group at BNP Paribas Asset Management. Working in close tandem with Client Relationship Managers (Sales), their principal objective is to deliver an outstanding service to our Clients, drawing upon expertise from the entire Firm. Client Account Managers ensure that BNP Paribas Asset Management delivers on its promises to Clients.

The key focus of this role is on Clients and Prospects in Greater China.

The role is an excellent launchpad for a bright and driven recent graduate with 1-2 years of relevant experience to develop a career in Asset Management with a leading global player in Sustainable Investing.

KEY RESPONSIBILITIES

  • Client Service
    • Establish and maintain high quality, long-term, ‘trusted partner’ relationships with clients, delivering outstanding client service.
      • Make sure our clients receive all required fund information and reporting on time and via their preferred channels:
      • Prepare and send a range of regular standard reports (daily fund price, dividend tables etc.);
      • Prepare and send customized monthly reports and updates to specific clients;
      • Send corporate actions updates;
      • Monitor timeliness and quality of publication of fund factsheets and marketing materials; whenever necessary, upload materials onto internal documents library for further delivery via fund information platforms (e.g. Fundinfo);
      • Follow up with the Reporting teams whenever necessary;
      • Maintain exhaustive filing of fund documentation delivered to the clients.
    • Act as a preferred point of entry for all client queries, take ownership and ensure adequate answers within agreed timeframes. Be responsive in dealing with issues and complaints as they arise, escalating in a timely and appropriate manner.
      • Typical client queries may refer to fund characteristics and updates, changes of client information, follow up on transaction settlement, contract notes etc.
    • Ensure that we always have an understanding of the actual client experience and actual client intentions and proactively manage any risks to the relationship. Monitor client satisfaction at all times and work with relevant stakeholders to improve the overall quality of service.
  • Business Relationship Management and Development
    • Assist in preparation and submission of the pre-sales and post-sales Due Diligence Questionnaires.
    • Understand BNP Paribas Asset Management offering, competitor activities and industry trends.
    • Contribute to projects with a direct impact on clients or sectors covered.
    • Participate in client meetings, functions and events as appropriate.
  • Operational Risk Management
    • Be aware at all times of operational risk and adhere at all times to all relevant procedures.
  • Risk and Compliance
    • Adhere at all times to applicable laws, rules and regulations and internal procedures (Code of Ethics, management of conflicts of interest, client confidentiality, etc.)
    • Advise Compliance of any issues as soon as they may arise, with relevant escalation.
    • Ensure that clients are treated fairly at all times.
    • Be alert to possible or actual complaints from clients and manage these in line with agreed procedure.
  • Financial Security
    • Contribute to AML/KYC on-boarding and periodic reviews by facilitating KYC document collection from public sources and directly from clients.
    • As the position independent from the CRM and tasked to assume the 1st level control responsibilities for ensuring the implementation of the four-eye principle of the policy;
      • To generally monitor the KYC/KYI process
      • To check the quality and completeness of the files
      • To submit all files requiring a review decision from either the CRM Management, Compliance or a CARC

KEY INTERNAL / EXTERNAL RELATIONSHIPS

  • Internal:
    • Client Relationship Managers (Sales);
    • Client Service colleagues locally and throughout the Firm, especially within Centres of Expertise;
    • Relevant stakeholders across the Firm and across different cultures/time zones: Portfolio Management, Reporting, Legal, Compliance, Investment Risk and Compliance, Finance, Fund and Mandate Operations, etc.
  • External:
    • Clients and Prospects
    • External stakeholders involved in servicing client accounts (e.g. fund administrator and other service providers)

ESSENTIAL QUALIFICATIONS & EXPERIENCE

  • Technical and industry experience
    • Excellent academic background, with evidence of a strong interest in the investment management / financial markets.
    • 3-5 years of successful experience in the financial services industry. Experience in Asset Management is an advantage.
    • Excellent command of English, Cantonese, and Mandarin, written and spoken.
    • Successful experience in client relationship/servicing is a strong advantage.
    • An existing SFC license mandatory.
    • Strong interest in ESG and sustainable investing is an advantage.
    • Project Management experience is an advantage
  • Data/Digital skills
    • Data savvy: advanced working knowledge of Excel; working knowledge of Power BI is a plus
    • Digital savvy: working knowledge of Salesforce (or other CRM platforms), financial data platforms (Bloomberg, Morningstar, Fundinfo), SharePoint, MS Teams, other digital Client Engagement tools is an advantage.
    • Proficiency in PowerPoint, ability to make impactful presentations is an advantage.
  • Personal attributes
    • Has high standards, values hard work and is results-driven:
      • Demonstrate maturity and upholds highest personal integrity standards.
      • Is meticulous and precise. Makes sure to fully understand Client’s needs and the reasons behind them, from the big picture to the slightest detail.
      • Is a problem-solver who gets things done: rigorous, resilient, resourceful and relentlessly reliable. Sets realistic expectations and follows through on commitments. Understands that sometimes it will be necessary to put long/late hours to ensure getting the deal/resolving an issue.
      • Has the ownership mind-set and practices radical personal accountability.
    • Has high clarity of thought that manifests itself in:
      • Ability to analyse and structure complex problems into actionable solutions;
      • Sharp business writing that gets things done;
      • Systems thinking: understanding of interdependencies between different parts of the Firm.
    • Has excellent collaborative, communication and interpersonal skills:
      • Builds and maintains excellent relationships with the Clients and across the regional Client Service team/ Firm/cultures/time zones, treating everyone with dignity and respect;
      • Communicates and presents clearly and persuasively;
      • Demonstrates cultural awareness and sensitivity.
    • Has growth mind-set: believes in own ability to learn, get better and achieve ambitious goals.
    • Demonstrates enthusiasm, energy and drive.