Serve as a primary point of contact for non-investment client servicing inquiries. (e.g. documentation requests, operational/process queries, existing portfolio holdings enquires/ DDQ…etc.)
Coordinate responses across internal functions (Operations, Fund Admin, Reporting, Product, Legal/Compliance) and ensure responses are delivered within agreed timelines.
Prepare, localize (Korean/English) approved client materials and ensure all outgoing materials follow branding, compliance, and approval workflows, including proper use of disclaimers and version control.
Assist on Existing Client Periodic Reviews. Track progress and follow any administrative updates, where applicable.
Coordinate client reporting requests (performance, holdings/attribution packages where permitted) through approved channels.
Manage month-end service activities and other recurring client deliveries for existing holdings, ensuring timely and accurate distribution via approved channels.
Arrange and support client meetings/events with logistics and communications: agendas, materials, attendee coordination and minutes.
Ensure client servicing activities remain within the scope of a representative office and escalate any activities that may be considered regulated (e.g., solicitation, investment advice, performance guarantees, fee negotiation) to Business Development.

5+ years’ client advisory experience in a financial institution or investment fund company, focused on institutional and/or wholesale clients
Strong knowledge of institutional and/or wholesale client servicing in financial services
Proven ability to develop and retain client relationships
Experience fostering a collaborative, high-performance culture
Good understanding of investment vehicles, alternative products, and client engagement strategies
Awareness of capital markets and their impact on client servicing and engagement
Required local license or registration to conduct business activities
Bachelor’s degree in Business Administration, Finance, Marketing, or related field
Relevant professional qualifications, such as CFA, CIIA, CEFA, DVFA, CAIA, or CFP, are desirable
Strong negotiation skills, service orientation, and client focus
Team-oriented, solution-focused, and able to implement creative client engagement initiatives
Fluent in local language and English; additional languages are a plus
Proficient in CRM tools, Microsoft Office, Bloomberg, and Morningstar
AI skills: Microsoft CoPilot

Balanced work environment: A dynamic office culture that supports flexibility and collaboration
Secure your future: Access to pension, retirement, and/or savings plans as applicable to the work location
Shared success: Company share purchasing plan
Support for what matters: Mental health and wellbeing programs
Investments in your career: Career opportunities within the entire Allianz Group
Investments in your skills: Comprehensive learning and development offerings, including certifications and professional qualifications

Client Service Manager

Key skills