Senior Client Service Manager

What would your role be?

Client Services/ Sales Support

• Support the overall APAC Institutional Clients segment in achieving its strategic initiatives.
• Primary client servicing contact for Asia Intermediaries relationship management team
• Help drive and support of aspects of fund sales and marketing activities, prospecting and onboarding
• Help Asia Intermediaries team foster a positive and comprehensive best-in-class client experience by delivering prompt client servicing and reporting
• Working with relationship managers on business development reporting, including sales pipeline reporting and maintaining internal sales systems
• Collaborate with relationship managers and liaising with dedicated RFP team on RFI/ due diligence preparation
• Conducting market intelligence and analysis
• Coordinating roadshow activities with portfolio managers and investment teams
• Manage tight deadlines effectively to deliver bespoke information to clients
• Communicates with other departments within VAM to ensure business related information and data are made available in a timely manner for client reporting.
• Work together with other client service managers in the APAC region

What are we looking for?

• Self-confident, robust, decisive, trustworthy and with excellent judgement on client matters
• Entrepreneurial and a self-starter, but able to operate in a team environment.
• Have demonstrated ability to drive commercial success
• Service mentality: client-centric, diligent and meeting fast turnaround times
• Excellent time management between prospect/client activity, aftersales servicing, and internal stakeholder engagement is a key success factor for this role
• Collegiate team player, experienced and comfortable in an international environment
• Outstanding communication skills in English (both written and verbal) and Mandarin (both written and verbal)
• Proficient in MS Office (Word, Excel, PowerPoint)
• At least 5 years or more experience with proven track record in sales support or client servicing within the financial industry
• Broad investment technical knowledge required

What do we offer?

• Friendly, diverse team in an open-office space.
• All the latest technology to help you excel and advance.
• Agile environment in how we think, the way we work and our trust for each other.
• Flat hierarchy with collaboration at all levels.

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300 engaged professionals, based in over 25 locations globally and headquartered in Zurich.

We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?