Vice President, Client Services & Product Management, Wealth Management Solutions, Asia
Indexed description
Ares Wealth Management Solutions focuses on capital raising across product types through wealth management channels, while also working directly with teams across the organization to develop and structure products for global private wealth clients. With a team of more than 120 professionals and backed by the power and scale of the firm’s platform, AWMS represents one of the most resourced wealth distribution and client service teams in the alternative industry. AWMS’ mission is to provide advisors and their clients access to innovative, solutions-oriented investment opportunities across the firm’s platform of industry leading credit, private equity, real estate, infrastructure and secondaries strategies. Through our range of institutional and retail structures, coupled with excellent client service and educational resources, they help investors diversify their portfolios with private market solutions that can deliver consistent, long-term growth.
Primary Functions And Essential Responsibilities
- Partner with Asia Head of Product and distribution team members to manage the Asia wealth solutions platform focusing on local product management and after-sales client servicing, in order to drive AWMS to its long-term growth in the region
- Serve as the primary point of contact for distributors throughout the product onboarding process, build strong relationships and maintain regular communication and coordination with global AWMS and investment teams
- Provide best in class client servicing for Asia wealth distributors. Assuming a hands-on role to ensure high standard of service delivery for investors and drive the resolution of queries in a timely manner
- Develop and manage project plans, timelines and budgets as appropriate. Conduct regular status update meetings with distributor contacts and proactively address any concerns to ensure client expectations are properly managed
- Create and update fund due diligence documents on a periodic basis, and manage incoming RFPs and other ad-hoc requests
- Stay up to date with industry and regulatory trends, share market knowledge and best practices with internal and external stakeholders to ensure AWMS is best positioned in relation to products it offers
- Bachelor’s Degree or international equivalent in Business, Finance, Engineering, Economics, or related field with exceptional academic credentials
- Minimum of 7 years of product management and client servicing experience in Asia Pacific, focusing on Greater China and Southeast Asia markets
- Prior product management and client servicing experience in Alternative Investments or Wealth Management firms preferred
- Fluent in both English and Chinese with exceptional written and verbal communication, and the ability to build rapport and establish trust with both internal and external stakeholders
- Self-motivated and proactive, with a strong sense of ownership and accountability
- Demonstrated ability to manage multiple projects simultaneously, prioritize tasks and meet deadlines
- Ability to define problems, collect data, establish facts, and draw valid conclusions
- Attention to detail and ability to maintain confidential information
- Impeccable integrity and trustworthiness
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