Serve as the primary relationship manager for assigned fund administration clients. Manage daily communications, onboarding and operational workflows, complaints, service updates, and issue resolution. Coordinate with legal, compliance, accounting, investor relations, and operations teams to meet service standards. Advise clients on processes, documentation, and compliance requirements while monitoring satisfaction and identifying service improvements.
Key Areas of Responsibilities
- Serve as the primary point of contact for assigned fund clients, ensuring timely and accurate responses to daily inquiries.
- Manage day-to-day client communication and coordinate with internal operations teams to resolve issues efficiently.
- Monitor and track the progress of fund onboarding and ongoing operational tasks, keeping clients informed of status updates.
- Handle client complaints and special requests in accordance with established procedures, escalating when necessary.
- Maintain a thorough understanding of each client’s fund structure, operational requirements, and service expectations.
- Collaborate with internal teams, including legal, compliance, accounting, and investor relations, to ensure service delivery meets agreed standards.
- Provide guidance to clients on operational processes, documentation requirements, and regulatory compliance matters.
- Prepare and deliver regular service updates, reports, and meeting materials for clients.
- Support the implementation of client service standards and contribute to the continuous improvement of service workflows.
- Monitor client satisfaction and proactively identify areas for service enhancement.
- Bachelor’s degree or above in Business or a related discipline
- 5 to 8+ years’ relevant experience in fund, financial solutions and corporate solutions, ideally with an established fund administrator, financial service provider, asset management firm or securities services provider in Singapore.
- Experience in client services or relationship management function.
- Existing network of third party influencers and business contacts preferred.
- Knowledge of financial market including Singapore VCC and offshore funds markets.
- Strong self-confidence, strategic mind to lead and/or contribute to discussion with all type of stakeholders at various seniority levels.
- Excellent written and verbal communication skills in both English and Chinese as this role is required to frequently communicate with the stakeholders in our headquarters in Beijing, China, whose official language is Chinese.
- Prior work experience with a Chinese company is a plus.
Stay informed on CITIC Securities International Job Opportunities
Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.
Similar Jobs
Artificial Intelligence • Fintech • Payments • Business Intelligence • Financial Services • Generative AI
Provides legal and regulatory counsel for Airwallex’s global Yield investment product from ideation through launch, expansion, and ongoing changes. Advises on investment services, licensing, customer disclosures, product structures, partner arrangements, and cross-jurisdictional requirements. Partners with Product, Compliance, Risk, Operations, Marketing, regulators, external counsel, and financial-services partners. Develops scalable legal playbooks, launch checklists, governance processes, and practical solutions across multiple international markets.
Events • Food • Travel • Hospitality • Hotels & Resorts
Manages regional HR operations across Asia Pacific, including work passes, statutory reporting, position changes, payroll, benefits, leave, onboarding, offboarding, employee records, HR inquiries, and process improvements. Uses data and HR systems to resolve issues, maintain compliance, support employee lifecycle activities, coordinate vendors and government agencies, and improve service delivery.
Top Skills:
Generative AiExcelMicrosoft PowerpointMicrosoft Word
.jpeg)
Artificial Intelligence • Hardware • Information Technology • Machine Learning
Analyze semiconductor manufacturing, inline, parametric, probe, sensor, and fabrication-tool data to identify yield detractors and reduce defects. Build data pipelines, automate analysis, apply statistical modeling and machine learning, support Design of Experiments, and create dashboards and reports using Dash, Plotly, or Angular. Collaborate with manufacturing, process, equipment, and integration engineers to optimize processes and communicate findings.
Top Skills:
AngularDashDoeFabrication Tool LogsFdc/EdaMachine LearningPlotlyPythonSemiconductor Manufacturing DataSensor NetworksSpcSQLSql DatabasesStatistical Modeling
What you need to know about the Singapore Tech Scene
The digital revolution has driven a constant demand for tech professionals across industries like software development, data analytics and cybersecurity. In Singapore, one of the largest cities in Southeast Asia, the demand for tech talent is so high that the government continues to invest millions into programs designed to develop a talent pipeline directly from universities while also scaling efforts in pre-employment training and mid-career upskilling to expand and elevate its workforce.
