연봉 Negotiable based on experience
컨설턴트 Rocky Rogan
채용 공고일 2019년 2월 12일 (화) 2019-02-122019-04-13 financial-services 서울시 KR KRW 50000000 60000000 60000000 YEAR Robert Walters https://www.robertwalters.co.kr
An international investment management is recruiting for a specialist in Client Services. The successful candidate for this role will be responsible for ensuring the highest standards of client care delivery to the company’s clients, prospects and consultants.
- Work with the Institutional Distribution team to provide support to existing clients and act as the primary day-to-day contact for account and portfolio enquiries
- Assist Institutional Distribution Team in preparing sales materials and organizing sales meetings with institutional clients and prospects across the region
- Produce and deliver regular client reports, including any weekly market updates, monthly account statements and Quarterly Investment Reports on a timely basis
- Create and maintain client profiles and monitor activities
- Notify and confirm subscription or redemption to portfolio managers, operations, dealing team, distributors or fund administrators
- Produce and deliver contract/agreement of distributor, custodian, or fund rating company
- Respond to external requests from clients, prospects and consultants, including general surveys, performance database, market updates, etc.
- Bachelor’s degree, preferably in Business, Finance Economics or a related discipline
- 2+ years’ experience in client services, preferably in institutional business or relevant role in asset management
- Business level proficiency in both written and spoken English and Korean
- High proficiency in MS Word, Excel and PowerPoint
About the Company:
An investment management firm with an international scope, this organization manages a large amount of capital across its worldwide network. With hundreds of employees across both its European headquarters and a number of regional offices, this organization continues to grow.