About the role

As part of the Global Operations team, you will be working closely with both Distribution and Global Client Implementation teams. The role holder will be responsible for leading and executing the relevant tasks in accordance with established processes and procedures. This role is integral to the diligent and efficient delivery of all aspects of client implementation.

A key aspect of this role will be to support the Global Head of Client Implementation and Change in the leadership and development of all members of staff in the team, through line management, coaching and leading by example. This includes day-to-day management of two Analysts and one Senior Analyst in the region.

The role will oversee the coordination and execution of activities throughout the client lifecycle, necessitating the ability to seamlessly transition between analytical tasks and strategic implementation as required

Specifically, the role will have responsibility for tasks/projects relating to:

• Client change - all client on-boarding and lifecycle management for wholesale distribution clients
• Contracts governance - all aspects of administration, mainly for wholesale distribution agreements. Knowledge on Investment Management Agreements will provide additional benefit
• Client centricity - ensuring our clients always receive a consistently high-quality experience with FSI.
• Process management, risk management, and continuous improvement.

About you

Your experience and skills

• Educated to higher level or degree or equivalent
• Have relevant financial services experience, preferably within asset management or asset servicing
• Proven experience providing line management, coaching and leadership of a team
• Proven track record of meeting deadlines and managing multiple priorities
• Have an analytical mindset with exceptional attention to detail.
• Tenacious approach to overcoming challenges and achieving goals.
• Confident and comfortable in dealing with colleagues and business contacts at varying levels of seniority.
• Highly organised and an understanding of change management frameworks & principles is desired.
• Strong knowledge of FATCA/CRS regulations, AML/KYC regulations, KYC processes and risk assessment techniques
• Strong knowledge of Singapore Unit Trust operations including AML/ KYC and FATCA/ CRS
• Customer focus - results orientated with a high degree of professional and corporate responsibility.
• Able to drive and influence, whilst building, maintaining and improving business relationships.
• Committed to quality, timely outcomes, managing objectives and delivering results against specific corporate and individual goals.
• Ability to work independently and as part of a team

Your day-to-day

Client change

• Key distribution contact point for all client on-boarding activity -pooled fund clients (key focus) and mandate (benefit) - across FSI investment teams/products
• Ensure operational client on-boarding is delivered safely and efficiently, in conjunction with all other internal stakeholders, following established industry processes (e.g. transition management) and internal procedures
• Manage all transition types for pooled fund clients, as well as ensuring smooth exit process when clients terminate their investment with our firm
• Manage all related activities within the FSI Risk Appetite Statement
• Oversight service providers

Contracts governance

• Manage the distribution agreement, platform agreement, rebate agreement and terms of business process, following existing business processes and enhancing these where required to reduce key manual processing and control risk
• Lead and coach other members of the team in the key aspects of wholesale distribution agreements for new and existing clients
• Ensure all client side/comfort letters are managed in accordance with established processes
• Routine oversight of client/distributor/platform holdings in conjunction with key stakeholders

Client centricity

• Delivering an excellent client experience both internally and externally
• Leading by example, coach and demonstrate this way of working and mindset throughout the team
• Acting on client feedback, ensure continuous improvement of processes and procedures
• Ensure risk management procedures are followed for any errors or 'near misses' resulting from team activities, driving remediation and leading to continuous improvement - overall, enhancing the 'client experience'

Process management, risk management and continuous improvement

• Ensure all procedures documentation is regularly reviewed and updated, including process checklists
• Produce periodic MI data for team activities, as required
• Co-ordination of regular client change forums for all investment groups, inc. client & distribution teams

Coaching/leadership

• Support the Head of Client Implementation and Change in the development of team members, through leading by example and role-modelling the values to direct reports. This will enhance staff development and staff retention.
• Be open, caring, collaborative and dedicated in looking after your own self and well-being, as well as that of others in the team

About us

First Sentier Investors is a global asset management group providing high quality, differentiated and relevant investment capabilities aiming to deliver exceptional investment performance for our clients and profitable growth for our shareholder.

We do this through our independent teams of active, specialist investors who share a common commitment to responsible investment principles. We are a global asset management business and the home of investment teams AlbaCore Capital Group, FSSA Investment Managers, Igneo Infrastructure Partners, RQI Investors and Stewart Investors. All our investment teams - whether in-house or individually branded - operate with discrete investment autonomy, according to their investment philosophies.

Our success relies on our ability to deliver outstanding client outcomes, supported by our culture and an efficient, sustainable and scalable business. We are committed to investing in our people to ensure we attract, develop and retain the talent to deliver these outcomes, guided by our vision, purpose and values.

• Care: we care about our clients, society and each other.
• Collaboration: we collaborate to deliver the best solutions.
• Openness: we are open with each other, and to different ways of thinking.
• Dedication: we are dedicated to being experts in our respective fields.

Why work with us

Our industy-benefits

Working at First Sentier Investors gives you access to a growing, values-led organisation with competitive pay and industry-leading benefits including:

• Flexible working and a gender-neutral parental leave programme that provides 26 weeks' paid leave in every region
• Global collaboration, international mobility and the opportunity to build your career in different markets
• Employee-driven charitable foundation allows our people to give back in their local communities through donation-matching and paid volunteering days
• Access to learning and development opportunities including in-house training and external programs

Corporate sustainability & B Corp

We are committed to ensuring that as a firm, we are contributing to building a sustainable economy and society by improving our environmental, social and governance standards and holding our own business to the same standards that we expect of the companies that we invest our clients' capital in; and by doing so, reinforcing our position as responsible investors.

In 2022, First Sentier Investors became a globally certified B Corp. B Corp Certification provides a framework that we can use to effectively assess our operations against high standards from an environmental, social and governance point of view, as well as to identify areas where we can enhance and improve. Based on the B Impact Assessment, First Sentier Investors earned an overall score of 107.2, as of November, 2022.

Our commitment to Diversity, Equity & Inclusion (DE&I)

At First Sentier Investors, we value the different experience, ideas and perspectives that our people bring to the work they do. We are committed to fostering an inclusive and equitable culture where diversity can thrive. We believe this leads to better outcomes for our people and our clients, and it's the right thing to do.

We provide equal employment opportunities to applicants regardless of race, religion, sex, sexual orientation, gender identity or expression, disability, age, family status, or any other category protected by law.

If you require any reasonable adjustments throughout the recruitment process or as part of the role, please let us know so we can support you.