Relationship Manager providing tailored financial advice and investment strategies for Ultra High Net Worth clients in Asia. Involves developing long - term client relationships and implementing investment strategies.
About the role
- VP – Fund Accounting managing client relationships and team operations at Apex Group. Involves strategic planning, client engagement, and cross-department coordination for optimal service delivery.
Responsibilities
- Establish and drive strong relationships with clients and maintain regular client contact to ensure that satisfaction levels are high.
- Ensure there is good dialogue between the client and relevant departments to prevent/resolve issues related to the department and the client.
- Involve in future strategy planning for Apex India which includes migration planning, hiring right talent, training, people career path and growth, process reengineering, process automation and stakeholder management.
- Support operations on projects related to Automations/Work migrations/Conversions etc.
- Support global changes in Key operating procedures and implementation.
- Coordinate with Internal/External Stakeholders such as Securities/Trades and Pricing Team, Reporting Team, Investor Services team, Auditors, Client Service Managers and Clients.
- Effectively monitor deliverables to ensure high SLA compliance within set accuracy standards.
Requirements
- 14+ years of relevant experience in the Administration of Hedge Funds and NAV calculations
- CA/CMA/CFA/ACCA/MBA – Finance
- Experience working with an investment management or finance-related firm
- Good knowledge of the investment industry
- Ability to think critically and objectively
- Excellent communication and inter-personal skills
- Large team management experience
- Work additional hours as needed
Benefits
- A genuinely unique opportunity to be part of an expanding large global business
- Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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