associate director, client service, global asset management in Kuala Lumpur

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job details

kuala lumpur, wilayah persekutuan
banking & financial services
job type
RM 240,000 per year
reference number
leong kok yuen, randstad
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job description

About our client

Our client is a global asset management company with its head office based France and offices worldwide. Our client offer global/regional funds (equities and fixed incomes) to instituitional investors and sophiscated investors in Malaysia. Our client is looking for a Associate Director, Client Service to acquire new and retain existing clients.

About the role

  • Responsible to market funds (equity and fixed-income) to institutional and sophiscated investors in Malaysia
  • Handles client enquires and ensures that they are attended to promptly and efficiently by addressing them directly or channelling them to the relevant managers.
  • Maintains regular communication with clients providing them with monthly factsheets of funds performance and information.
  • Prepares and compiles monthly, quarterly and annual performance review reports to clients and when necessary notification to clients on portfolio errors and breaches and ensure timely delivery.
  • Prepares and attends client meetings and performance reviews, and assists in the preparation of Performance Review and other reports.
  • Assists in completion of RFIs/RFPs for prospective clients.
  • Assists in collating KYC and other necessary documents.
  • Updates and maintenance of client’s information in MyCRM system
  • Provides marketing and sales support to the sales team in Malaysia, and it includes arranging meetings with prospects/clients, follow up on issues after meetings, and responding to queries from clients or prospects
  • Prepares presentation materials for prospective clients and consultants.
  • Assists sales team including distribution sales in handling all necessary administrative follow up prior to closing of deals and the necessary after sales services. This includes but not confined to regular filing required by clients and requests for funds information.
  • Assists in all in-house sales and marketing events to ensure smooth and successful running of the programmes.

About the requirements

  • Must have 10 years of experience in a senior client service role with reputable regional/global asset management companies.
  • Familiar with investment involving fixed income and equities including its mechanism, principles, risk etc.
  • Comfortable working as a self contributor within the company with minimal support and being hands-on most of the time.

Interested, please send your resume to