Client Relationship Manager - Asia

Location HONG KONG, Hong Kong
Experience level Experienced Hire
Job details sector Asset Management
Apply before Date not available

Job Purpose:

 

Within Client Group, the CRM team
• is framing the relationship between AXA IM & AXA Main Funds clients,
• and the gatekeeper of a strong win-win partnership.

A CRM will therefore cover :
• business development intiativies,
• the day-to-day relationship,
• client servicing activities by coordinating all the investment and administrative operations and processes linked to AXA entities.

Key Accountabilities:

 

Advisory, investment solutions conception and implementation – Business development:

Understands the insurance constraints:
• Balance sheet status, market environment, ALM objectives
• Risk / return budgets, investment guidelines, AXA Group policy
• Accounting (earning generation under local and Group solvency methodologies)
• Operational framework

Leverages on AXA IM expertises to support the client’s investment plan definition and implementation:
• AXA IM investment strategy input upstream from the client’s decision making process
• Coordinate AXA IM’s vast array of expertise to serve the client and make adequate investment solutions proposals

Client Relationship Management:

Organise, lead and follow-up (minutes, action plans) on meetings and decisions made with clients: performance reviews / business reviews / portfolio management committees…

Coordinate practical implementation of new investment solutions and ensure adequacy over time. This would include:
• Quality of the front to back or any relevant operational process
• Identify reporting needs and ensure quality and timely delivery
• Design and coordinate implementation of investment guidelines (legal, systems) and follow up on corrective actions upon breaches
• Identify and lead simplification / standardization / streamlining initiatives

Contribute to the overall relationship with AXA through sharing information and best practices or leading initiatives transversally for the CRM team.

In the specific case of AXA Asia, the target profile will dealing with 6 different countries in the region, as clients or as prospects and he will potentially cover an AXA Group Center of Expertise as Hedge Funds workgroups.

 

 


Role Requirements:

 

Technical skills
• Good financial technical background
• Good understanding of insurance accounting principles and their impact on investment management for insurance portfolios, understanding of ALM
• Excellent quantitative and analytical skills

Personal competencies
• Multi-cultural mindset
• Strong client orientation
• Sets high personal and professional standards
• Communicates actively and adequately towards clients and internal teams (orally and in writing)
• Demonstrates commitment to job and colleagues, maintaining positive and productive working relationships
• Problem solving / Result orientation
• Fluent English

Qualifications
• University degree or similar with master’s level in Finance, Engineering or similar

Around 10- 15 year of professional experience



Would you like to wake up every day driven and inspired by our noble mission and to work together as one global team to empower people to live a better life? Here at AXA we strive to lead the transformation of our industry. We are looking for talented individuals who come from varied backgrounds, think differently and want to be part of this exciting transformation by challenging the status quo so we can push AXA - a leading global brand and one of the most innovative companies in our industry - onto even greater things.

In a fast-evolving world and with a presence in 64 countries, our 166,000 employees and exclusive distributors anticipate change to offer services and solutions tailored to the current and future needs of our 103 million customers.

We are an active, long-term, global, multi-asset investor focused on enabling more people to harness the power of investing to meet their financial goals. By combining investment insight and innovation with robust risk management we have become one of the largest asset managers in Europe, managing €746bn in assets as of the end of 2017. We employ about 2,400 people around the world and operate out of 21 countries.



We are proud to foster a high-performance culture, which means that we seek to recruit and retain people who are not only technically-skilled but also globally-minded, innovative and able to leverage their unique perspectives and life experiences to support our success as a company.