Position Purpose and Main Job Responsibilities:

• Build and maintain client relationships and act as their primary Investor Relations client relationship manager and an escalation point for their interaction with the team;

• Responsible for creating, maintaining internal knowledge bases and process guides. This also includes organising complex information, maintaining accuracy across large databases, and ensuring external stakeholders receive the materials correctly and timely.
• Responsible for analysing existing procedures, data metrics and dashboards, and identifying key areas for efficiencies to reduce "white noise" to find actionable insights.
• Ensure the breakdown of business line "Silos" and promoting knowledge-sharing and collaboration across multiple business lines through training workshops and cross-departmental discussions. Particularly between highly process-driven onboarding and fund launches, AML/KYC coordination and reporting cycles, and liaising with Treasury, AEOI (FATCA/CRS), and Fund Accounting business likes.
• Ensure new team members are onboarded with the necessary resources and align performance tracking metrics on individuals. Additionally lead a training framework on various internal systems providing technical knowledge, as well as ensuring the team adheres to company’s best practices and procedures.
• Has previous experience in financial services, providing client-facing services and operational competencies
• Proactively manage the team’s daily workflow, ensuring that deadlines are met and controls are adhered to;
• Ensure that capital transactions and NAVs are processed correctly and efficiently by the team and the associated records are filed and maintained efficiently and comprehensively;
• Ensure that investor reporting and client reporting is accurate and distributed in a timely manner;
• Fully implement the CFS Global IR policies, procedures and best-practice guidelines;
• Liaise internally with the AML team, Treasury team, Fund Accounting teams, Compliance officer and Internal auditor;
• Represent the team at IR management meetings and assist with agenda preparation and minute taking;
• Chair bi-weekly team meetings to relay operational updates and discuss IR initiatives;
• Represent Investor Relations at on-site visits with clients and auditors;
• Propose and develop department-wide operational improvements in consultation with the other IR managers;
• Provide continuous coaching to team members on operational issues ensuring that system enhancements and process changes are implemented correctly and effectively;
• Conduct Interviews and participate in the selection process of new staff;
• Conduct performance appraisals for team members.