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CITIC CLSA

Asia-focused capital markets and investment group

Associate Fund Administration - Relationship Management, Fund Services

Customer SuccessConfirmed live in the last 24 hours
Full-timeSingaporeNo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree or above in Business or a related discipline.
  • Five to eight or more years of 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 a client services or relationship management function.
  • Knowledge of financial markets, including Singapore VCC and offshore funds markets.
  • Strong self-confidence and a strategic mindset to lead and/or contribute to discussions with stakeholders at all seniority levels.
  • Excellent written and verbal communication skills in English and Chinese, as frequent communication with stakeholders at the Beijing headquarters is required.

Responsibilities

  • Serve as the primary point of contact for assigned fund clients, providing 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 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 legal, compliance, accounting, and investor relations teams to ensure service delivery meets agreed standards.
  • Guide clients on operational processes, documentation requirements, and regulatory compliance matters.
  • Prepare and deliver regular service updates, reports, and meeting materials for clients.
  • Support implementation of client service standards and contribute to continuous improvement of service workflows.
  • Monitor client satisfaction and proactively identify areas for service enhancement.

Desired Qualifications

  • An existing network of third-party influencers and business contacts is preferred.
  • Prior work experience with a Chinese company is a plus.

About the Company

CITIC CLSA

Asia-focused capital markets and investment group

CITIC CLSA provides capital markets and investment services in Asia and beyond, supporting global institutional investors, corporations, governments, and high-net-worth individuals. The company uses its award-winning research, extensive Asia network, and direct links to China to help clients access and invest in Asian markets. Its team operates across 13 countries in Asia, Australia, Europe, and the Americas, combining local knowledge with international reach. This mix helps clients execute deals, conduct in-depth market analysis, and grow their investment portfolios through China and Asia-focused opportunities. What sets CITIC CLSA apart is its deep regional network and China connections, which contrast with broader global banks and smaller regional firms. The goal is to enable clients to grow by leveraging Asia’s markets and China’s opportunities through expert advisory, research, and execution across the globe.

Company size
1,001-5,000
Company stage
Not listed
Total funding
$834.9M
Headquarters
Central and Western District, Hong Kong
Founded
1986

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