Help with Interviews for Client Services, Global Liquidity

Hello everyone, I am interviewing for an analyst role in the Client Services team under the Global Liquidity in a leading Asset Management firm. I used to be working in IBD and I am not familiar with the interview styles and questions. Can anyone tell me more about the job and the interviews please? Many thanks in advance!

4 Comments
 
Best Response

Here's the Role description for JPM AM Hong Kong:

Main Responsibilities & Duties

Provide dedicated client service and relationship management to our Global Liquidity clients throughout Asia Pacific. Provide pro-active service delivery and resolution to client queries , actively develop existing relationships to achieve client satisfaction. Contribute to grow AUM through active calling efforts and the appropriate level of coverage in cooperation with Sales team. The Global Liquidity Business is expanding rapidly in Asia and a high level of flexibility and adaptability is necessary to meet the requirements for the position. • Provide daily servicing for transactions and take ownership of processing requests or issues raised through to completion or successful resolution under tight time constraints • Handle all forms of verbal and written correspondence received from clients and our sales teams. • Participate as a key member of the client service team to continuously improve our business processes and client experience. • Learn and be responsible for adhering at all times to internal compliance rules and external regulations regarding transactions. • Act as the liaison between the client and sales and operations groups with continuous communication. • Provide regular updates and training to clients on products and processes • Regularly interact with clients by phone or in person, including country-specific seminars or road shows, off sites / training sessions when appropriate. • Identify opportunities to expand, cross-sell and grow relationships. • Effectively utilize sales, service, investor teams and senior management for maximum client coverage.

Not sure why your moving from IBD to a client service role but...

Im guessing the majority of interview questions will be fit.

e.g: Tell us about your institutional client experience...

A knowledge of how asset management is executed from mid to back office...custody, clearing and fund accounting etc would probably be very beneficial as the majority of client contact will be when somethings wrong or might be wrong, and they need you to solve it.

 
cmxxiHere's the Role description for JPM AM Hong Kong:

Main Responsibilities & Duties

Provide dedicated client service and relationship management to our Global Liquidity clients throughout Asia Pacific. Provide pro-active service delivery and resolution to client queries , actively develop existing relationships to achieve client satisfaction. Contribute to grow AUM through active calling efforts and the appropriate level of coverage in cooperation with Sales team. The Global Liquidity Business is expanding rapidly in Asia and a high level of flexibility and adaptability is necessary to meet the requirements for the position. • Provide daily servicing for transactions and take ownership of processing requests or issues raised through to completion or successful resolution under tight time constraints • Handle all forms of verbal and written correspondence received from clients and our sales teams. • Participate as a key member of the client service team to continuously improve our business processes and client experience. • Learn and be responsible for adhering at all times to internal compliance rules and external regulations regarding transactions. • Act as the liaison between the client and sales and operations groups with continuous communication. • Provide regular updates and training to clients on products and processes • Regularly interact with clients by phone or in person, including country-specific seminars or road shows, off sites / training sessions when appropriate. • Identify opportunities to expand, cross-sell and grow relationships. • Effectively utilize sales, service, investor teams and senior management for maximum client coverage.

Not sure why your moving from IBD to a client service role but...

Im guessing the majority of interview questions will be fit.

e.g: Tell us about your institutional client experience...

A knowledge of how asset management is executed from mid to back office...custody, clearing and fund accounting etc would probably be very beneficial as the majority of client contact will be when somethings wrong or might be wrong, and they need you to solve it.

Hi cmxxi,

Thanks for your reply.

Can you please specify more about "majority" of interview questions? for IBD or ST? what skill sets are they looking for?

thanks

 

No problem,

Well, as you don't have experience in asset management I assume that most questions will not be technical, company specific questions. I would guess that they are more focused on what experience you do have and how you feel that qualifies you for this position.

Questions on...teamwork, client interaction etc.... Questions on..."What would you do if a client wanted...." Maybe some general questions on macro economic trends.....to try and test some asset management knowledge.

I dont understand what you mean: "for IBD or ST? what skill sets are they looking for?"

This is not an IBD or S&T role.

 

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