Client Relationship Director

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COMPANY

Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible.  Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visit  About Us - Allspring Global Investments.

At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It’s also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey.

POSITION

Working within the Regional team, the Client Relations Director will be responsible for managing existing business from our existing client base.

The Client Relations Director will coordinate onboarding of new accounts and be primarily responsible for the client experience across the retention and growth of the business.  Accounts may be channelled through our UCITS Fund range, separate accounts or within local vehicle types as decided by the investor.

Working with the business development team, the Client Relations Director will develop client retention and growth strategy, oversee client communications including reporting to this client base, and ensure regular updates are proactively provided to their clients.  The Client Relations Director will represent their clients internally in all of their requirements while simultaneously gathering a knowledge and understanding of the client; their objectives; decision making process; key personnel and influencers; and ongoing obligations. 

The Client Relations Director will need to maintain a thorough understanding of operational, legal and compliance processes that are required to onboard and service an account.  In addition, building a strong relationship with the investment teams will be important to ensure that curated updates to clients on their investments are delivered in a timely and comprehensive manner, with an attention to detail and client focus at all times.

Representing the client internally, the individual will be expected to effectively assess and insure mitigation for complex risk to the business.

The Client Relations Director will be licensed with Hong Kong SFC to carry out types 1 & 4 regulated activities.

RESPONSIBILITIES

• Manage the day-to-day support of an existing book of business focused on clients operating from APAC ex-Japan across all elements of their investment
• Oversight of monthly, quarterly and ad hoc client reports and commentaries. Organise and lead periodic reviews with clients in collaboration with business development team.
• Partner with client portfolio specialists and investment team specialists on content and structure.
• Keep internal CRM system up to date with prospect, sales and client information and monitoring for accuracy including developing periodic management reporting.
• Lead fund and separate account Client onboarding process including understating the complexity of the business and the role of other internal and external parties as appropriate.
• Business analysis to include regular management reporting to help monitor/assess the team’s achievements and progress towards annual goals; and project management as identified.
• Participate and contribute to annual strategic planning process including regular review of pipeline, client list and activities driving stra