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SENIOR CLIENT REPORTING SPECIALISTRecruitment Intelligence Consultants Ltd
  • Not Specified
  • Salary provided
  • Posted on 22 Mar 2019
SENIOR CLIENT REPORTING SPECIALISTRecruitment Intelligence Consultants Ltd
Job Highlights
  • Well established Asset Management FIrm
  • Excellent Exposure
  • Production & distribution of client reports
Job Description
  • Well established international Asset Management Firm
  • Excellent Career Opportunity

Our client is an international asset management firm an unparalleled reputation across the Asia Pacific region. With the continued growth of the organization, the need has arisen to recruit a high caliber candidate to join them.

Manage the end-to-end production and distribution process for completing repeatable and ad-hoc client reports for specified business unit, ensuring compliance and brand standards are met on these reports, and providing Sales associates with meeting materials as necessary.  Use in-depth knowledge of client requirements to interact with data or content providers and support teams to resolve issues and establish additional requirements, while ensuring the report and pitch books are delivered on time and with the highest quality.  Participate in special projects as well as process improvement.  Responds to client requests to independently manage the end-to-end production and distribution of a variety of complex reports. Working with data/content providers, and meeting client deadlines through the coordination of data and content providers throughout the supply chain. Identifies errors and seeks a timely resolution; directs content and data providers as needed. Uses in-depth knowledge of investment strategies, data, business/product lines, and individual client requirements to respond to client queries relating to content or data. Responsible for proper archival of reports to meet firm and client compliance requirements. Uses a variety of software/technology to compile existing components and create new exhibits as required, and manages report inventory using department technology platforms and procedures. Identifies process enhancements geared towards improving client service, efficiency, and quality.  Use various methods and resources, both within and outside of the team/department, to understand all facets of an issue or an improvement opportunity, to undertake a level of analysis to understand potential efficiency increases, and to aid in the resolution of ideas and issues. Proactively evaluates current processes and makes suggestions for improvement based on changes in technology or environment.  Researches and tests alternative production solutions to help meet business needs.

To be considered, you will be a university graduate with around 3 to 7 years of experience in client reporting, experience in fund factsheet or sales support will also be considered. Demonstrated ability to work within deadline,  able to prioritize multiple deadlines. Detail oriented with excellent written and verbal communication skills. Demonstrated client service skills. Proficiency in Chinese language (both Mandarin and Cantonese desired). Good powerpoint skills.

Interested applicants should send a detailed resume to Michelle Ho quoting reference jdb-4295 via email.  Please click “APPLY NOW” button below

(Applicants not contacted within 4 weeks should consider their application unsuccessful.)

Additional Information
Years of Experience
3 years
Employment Type
Full Time, Permanent
Company Website
Company details

Recruitment Intelligence Consultants Limited (RIC) is a premier consultancy firm that specializes in the recruitment of banking, finance and accounting professionals. 

Specializing in the recruitment of senior executives in banking and financial sectors, the areas covered by RIC include: Asset Management, Private Banking, Operations, Internal Audit, Legal & Compliance, Finance & Accounting, Risk Management, Human Resources.

We strive to provide the best and professional services to both the clients and the candidates.