Build a healthier and more sustainable future for everyone.
At AIA, your skills, perspective and ideas can contribute to our Purpose of helping millions of people live Healthier, Longer, Better Lives. Across our diverse markets, you will take on meaningful challenges, collaborate with talented colleagues and help turn ideas into positive outcomes for our customers and communities.
Join us to shape what comes next, grow through new experiences and extend your impact across Asia.
About the Role
Join us as Senior Manager, Client Services & Business Delivery at AIA Investment Management!
At AIA Investment Management, we believe in creating long-term value for our clients and communities. We are seeking a dynamic Senior Manager, Client Services and Business Delivery to join our team. In this role, you will be directly responsible for leading institutional client relationships and overseeing the end-to-end delivery of client and business initiatives, ensuring exceptional service standards, operational excellence, and successful execution of strategic portfolio and business priorities, driving critical outcomes that strengthen client partnerships, enable sustainable business growth, and deliver impactful investment solutions that support AIA Investment Management's long-term objectives across the APAC region.
Key Responsibilities
As part of our high-performing team, you will directly influence client satisfaction, operational efficiency, and risk management, which are core to business continuity and growth through:
1) Client Relationship Management
- Lead relationships with assigned institutional clients and serve as their trusted investment contact.
- Develop a strong understanding of client objectives, portfolio structures, priorities and constraints.
- Build effective relationships at all levels and manage complex stakeholder dynamics with sound judgement.
2) Portfolio Solutions
- Partner with Front Office teams to translate client requirements into practical portfolio solutions and actions.
- Facilitate discussions on investment strategies, portfolio changes and asset allocation.
- Clarify requirements and apply knowledge of portfolio positioning and implementation to ensure solutions are effective and deliverable.
3) Client Service and Delivery
- Deliver proactive, high-quality day-to-day service and own complex client matters through resolution.
- Coordinate support functions on client instructions, documentation, reporting and servicing.
- Track commitments and deliverables, ensuring timely follow-through and escalation.
4) Transitions and Implementation
- Support new mandates, restructurings and other material portfolio changes from planning through implementation.
- Coordinate front-to-back teams to clarify requirements, dependencies and risks.
- Represent the client perspective and support timely resolution of implementation issues and trade-offs.
5) Senior Stakeholder Engagement
- Lead senior stakeholder discussions on portfolios, strategy, investment updates, issues and new requirements.
- Manage challenging or sensitive discussions with professionalism and credibility.
- Ensure materials and communications are accurate, appropriately nuanced and clear for senior audiences.
Minimum Requirements
We are looking for professionals who possess:
- Degree in business or a related discipline. A professional designation such as CFA would be an advantage.
- Min 10 years of specialized investment / asset management related experience across the end-to-end investment control lifecycle with direct involvement in the client servicing, business support, management of investment asset change / infrastructure.
- Specialized knowledge: Strong understanding of end-to-end investment processes across front and back office, including a good understanding of client onboarding processes in an asset management business
- Excellent listening and strong communication skills both verbal and written.
- Excellent interpersonal skills, experienced in working collaboratively to lead in team structure
- Capable of working across a variety of organizational dimensions and managing across a diversity of disciplines and cultures, with proactive approach and a bias towards collaboration and reaching win-win outcomes
- Strong attention to detail and organizational skills
- Ability to deal with and handle multiple and changing priorities.
- Strong self-initiative and accountability; able to work independently
Believe in better with AIA. If you work at AIA, you play an important part in this movement. Which is why we give you every opportunity to learn, grow and shape your career - your way!
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Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.
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