AVP, Client Service (Deal Management/ RFP/ DDQ)

Captar Partners

View: 101

Update day: 07-11-2023

Location: Sai Ying Pun Hong Kong Island

Category: Other


Salary: HK$45000 - HK$70000 /month

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Job content

  • Leading US sell-side
  • Great Exposure
  • Great Remuneration Package
company overview.
This leading US investment firm is looking for an AVP, Client Service focusing on deal management to support the team due to great success in their business last year. You will be joining a team of 5 with great exposure and great remuneration package provided.

job scope.
As the AVP, Client Solution (Deal Management/ RFP/ DDQ) in a leading US investment firm, your key responsibility will be
  • Provide accurate and relevant responses to Requests for Proposal (RFPs), Requests for Information, Due Diligence Questionnaire (DDQ) and Ad Hoc requests
  • Liaise with the teams in pitching for institutional mandates and account on-boarding
  • Review product content and offer recommendations to revise proposal content
  • Liaise with client management, sales, product, compliance, legal and risk partners to ensure compliance with all RFP/ DDQ requirements, local compliance and bank policies
  • Follow up on RFP requests by assisting in creating appropriate materials in partnership with internal resources as needed
  • Contribute in the developing and maintaining existing client relationships

  • Bachelor or Master’s degree in business, economics, finance, or a related discipline. CFA is preferred.
  • Minimum 5 years of experience in serving institutional clients, focusing on preparing RFP/ DQQ
  • Excellent quantitative and analytical skills
  • Strong client orientation
  • 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

If you’re interested in this role, please click ’apply now’. Alternatively, for a confidential discussion on this role or to find out more opportunities in Front Office, please contact Cathleen Chen at +852 3653 5247 or via [email protected]
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Deadline: 22-12-2023

Click to apply for free candidate


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