Life Client Services Manager

Singapore, Singapore

Job Description


Eastspring is a global asset manager with Asia at its core. We create a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people\'s career ambitions. We pledge to make Eastspring a place where you can Connect, Grow and Succeed...KEY ACCOUNTABILITIESThe role of Client services will be to support the Life Relationship Manager and to be responsible for the coordination, production and delivery to Prudential Life clients of the following:Client Take on, transition & termination Delivery of Investment Solutions & clients\xe2\x80\x99 priorities Client Reporting Governance and Queries Maintenance and update of Legal documents Client Queries on Performance, Guidelines and any other businessThe Client Service Manager will work closely and coordinate with internal stakeholders in the delivery of client related services and queries.Client Take On, Transition & Termination

  • Prepare documentation request approval to Product Fee Committee \xe2\x80\x93 PFC
  • Review of IMAs, OMs including negotiating the T&C, and review by internal teams, legal, compliance, Operations, Finance, IT and Tax, etc
  • Coordinating with Transition Management team to ensure smooth onboarding
  • Facilitating the mandate termination in line with client\xe2\x80\x99s instructions, working closely with Transitions Management team
Delivery of Investment Solution
  • Work with the Transition Management team to deliver investment solutions to Life Clients
  • Collaborate with internal teams to i
  • Support Life Relationship Manager in the discussion with Life Clients to understand, document and elaborate Solution with Investment Desks
Client Reporting Governance and Queries
  • Responsible to run the Monthly Partnership meetings with Life Clients.
  • Assess with internal teams on client reports requests and liaise with Clients for delivery
  • Facilitate discussions with internal teams on meeting client requirements
Legal and Documentation
  • Responsible to maintain and update the legal agreement with Life Clients
  • Liaise directly with Clients to update/amend legal documentation (e.g. IMAs, Fee letters, SLAs, IAAs)
  • Liaise with Regional Group on updating documentation for new products, change in Strategic Asset Allocations and new investment guidelines
Client Queries
  • Address directly Client Queries related but not limited to:
  • Explanation of portfolio performance
  • Changes to investment guidelines
  • Portfolio breaches
  • Trade-related activities
  • Benchmarks
  • Management / Performance Fees
  • Regulatory e.g. MIFID, FATCA
EXPERIENCE / QUALIFICATIONS
  • 5 to 10 years of relevant experience, in supporting an institutional client services role, either at an asset manager or a top tier bank - Good knowledge of the asset management industry and the operating business model of an asset manager highly desirable
  • CMFAS license
  • Deep understanding of financial products and funds management industry
  • Excellent presentation skills
  • Strong business level communication skills both written and verbal including report writing skills
  • Strong time management and prioritisation skills
  • Confident in making decisions autonomously and taking initiative
  • Strong project management skills and experience
  • Proven track record for delivering results as part of a dynamic team structure
  • Ability to work well under pressure
  • Accuracy and attention to detail including delivering reports and documentation to a very high standard
  • Highly proficient with Microsoft applications
  • At ease to interact with external and internal stakeholders, including senior management, consultants, service providers, investment and sales teams, in a multi-cultural environment.
  • Strong team player, but needs to be able to work autonomously on projects and deliverables around and of varying seniority
  • Be independent and resourceful in other words, a self-starter
Eastspring is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.

Eastspring Investments

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Job Detail

  • Job Id
    JD1429997
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Singapore, Singapore
  • Education
    Not mentioned