Client Account Manager - Asia ex-Japan Clients

Albourne Partners (Singapore) Pte. Ltd.
Singapore, Singapore
12 Jan 2023
11 Feb 2023
Job Function
Hedge Funds
Industry Sector
Finance - General
Employment Type
Full Time
  • Act as the daily liaison between the clients and Albourne to ensure the delivery of advisory services
  • Gain in depth knowledge of the client's interests and needs to be able to identify cross selling opportunities in coordination with business developers
  • Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients; this may include summarizing salient points from Albourne research pieces and preparing quantitative analysis (performance, risk, etc) as requested by clients
  • Proactively review and highlight new Albourne research to clients based on their current and/or potential portfolio(s)
  • Responsible for monthly feedback regarding client interactions and satisfaction
  • Become fluent in Albourne industry initiatives to independently explain our positions, garner feedback and liaise with the appropriate Albourne representative to implement any change
  • Manage new client account set up and provide training of Albourne's systems and tools to assigned clients through online and in person demonstrations
  • Monitor and maintain client due diligence requests, budgets, and client preferences
  • Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers
  • Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
  • Ensure the internal database and knowledge management system are maintained with up to date information on the clients
  • Report potential conflicts to and work with compliance to ensure appropriate disclosures appear on research reports
  • Actively participate in the planning and execution of Albourne Events as requested.
  • Participate in the promotion and registration of all Client events

Other Requirements:
  • Bachelor's degree from an accredited college/university required
  • 1-2 years relevant experience preferred; exceptional new finance graduate with initiative also considered
  • Proactive self-starter and proficient in time management & multi-tasking skills
  • Professional demeanour and strong interpersonal skills
  • Abide by the Client Group policies and procedures as well as the Albourne Group's policies and procedures including but not limited to IFFM, compliance reporting, HFDB filing, Information, Communications & Cyber Security Policy, Expense & Travel Policy, etc.
  • Sign and comply with terms of Albourne's Compliance Manual and procedures
  • Attendance at annual company events as requested

  • Professional development support
  • 22 days annual leave
  • Discretionary bonus scheme
  • Business travel insurance