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Client Relationship Manager - Asia

Lead (more than 10 years)


Technical Skills

  • Balance Sheets
  • CRM
  • Hedge Funds
  • Investment Management

Job Description

Client Relationship Manager - Asia


Job Purpose:

Within Client Group, the CRM team
• is framing the relationship between AXA IM & AXA Main Funds clients,
• and the gatekeeper of a strong win-win partnership.

A CRM will therefore cover :
• business development intiativies,
• the day-to-day relationship,
• client servicing activities by coordinating all the investment and administrative operations and processes linked to AXA entities.

Key Accountabilities:

Advisory, investment solutions conception and implementation – Business development:

Understands the insurance constraints:
• Balance sheet status, market environment, ALM objectives
• Risk / return budgets, investment guidelines, AXA Group policy
• Accounting (earning generation under local and Group solvency methodologies)
• Operational framework

Leverages on AXA IM expertises to support the client’s investment plan definition and implementation:
• AXA IM investment strategy input upstream from the client’s decision making process
• Coordinate AXA IM’s vast array of expertise to serve the client and make adequate investment solutions proposals

Client Relationship Management:

Organise, lead and follow-up (minutes, action plans) on meetings and decisions made with clients: performance reviews / business reviews / portfolio management committees…

Coordinate practical implementation of new investment solutions and ensure adequacy over time. This would include:
• Quality of the front to back or any relevant operational process
• Identify reporting needs and ensure quality and timely delivery
• Design and coordinate implementation of investment guidelines (legal, systems) and follow up on corrective actions upon breaches
• Identify and lead simplification / standardization / streamlining initiatives

Contribute to the overall relationship with AXA through sharing information and best practices or leading initiatives transversally for the CRM team.

In the specific case of AXA Asia, the target profile will dealing with 6 different countries in the region, as clients or as prospects and he will potentially cover an AXA Group Center of Expertise as Hedge Funds workgroups.


Role Requirements:


Technical skills
• Good financial technical background
• Good understanding of insurance accounting principles and their impact on investment management for insurance portfolios, understanding of ALM
• Excellent quantitative and analytical skills

Personal competencies
• Multi-cultural mindset
• Strong client orientation
• Sets high personal and professional standards
• Communicates actively and adequately towards clients and internal teams (orally and in writing)
• Demonstrates commitment to job and colleagues, maintaining positive and productive working relationships
• Problem solving / Result orientation
• Fluent English

• University degree or similar with master’s level in Finance, Engineering or similar

Around 10- 15 year of professional experience

Employment TypeFull-time
Career LevelLead (more than 10 years)
Education LevelBachelor
AXAInsurance and Reinsurance

42/F., AXA Tower, Landmark East, 100 How Ming Street, Kwun Tong

directions_walk8 mins walk from Kwun Tong Station