The Sales Account Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

Work with NY & HK Team to fulfill clients' inquiries during local time zone, including:

• Facilitate and coordinate all corporate actions, dividend distribution, proxy/AGM coordination, execution of the employee option plan arrangement, regulatory update, etc.
• Facilitate the ADR conversion by supporting communication with clients' shareholders, brokers, lawyers and ESOP service providers to make sure all documents are well prepared for the process in Hong Kong and New York
• Develop strong relationships with clients especially on key decision makers, influencers and budget approvers
• Analyze and understand the client relationship and revenue profile; develop a client plan for client retention and identify opportunities for portfolio monetization with key clients
• Negotiate commercial terms with clients
• Collaborate effectively with internal and external colleagues to build a best-in-class customer experience with the goal of making every customer a promoter of our products
• Build and maintain a strong knowledge of the product suite
• Coordinate with NY IR Advisory Team to support clients’ investor relations activities to enhance visibility to institutional investors and liquidity of client programs
• Maintain a strong control environment on aspects related to client servicing
• Identify opportunities to make processes more efficient
• Support sales organization in winning new business; participate in pitches as needed
• Participate in ad-hoc special projects related to portfolio management

Qualifications:

• Minimum 5 years of work experience in Financial Services industry and/or Account Management
• Strong presentation and negotiation skills
• Flexible and willing to adapt to different environments
• Strong Project Management experience
• Solid understanding of capital market or investor or banking industries
• Experience in team-work as well as Individual contributor
• Good writing skills

Education:

• Bachelor’s/University degree or equivalent experience, potentially Master’s degree

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

• Highly motivated self-starter, resourceful, able to perform well under stressful conditions, flexible, team worker and able to take direction well
• Highly organized and able to manage complex tasks
• Strong attention to detail
• Proven interpersonal skills
• Team player with ability to evidence leadership, credibility, and build consensus
• Excellent oral and written communication skills
• Ability to understand big picture and client needs
• Excellent PC skills with specific emphasis on project management tools including Excel, MS Access, Power-Point
• Fluent in English and Mandarin

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Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - CN

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Time Type :Full time

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