Angela Zhang
About
Angela Zhang is from Hong Kong SAR. Angela is currently Director, Client Service & Investor Relations at Income Partners Asset Management, located in Quarry Bay, Hong Kong SAR. In Angela's previous role as a Vice President, Client Service Manager, Product & Client Service at Harvest Global Investments Limited, Angela worked in until Apr 2020. Prior to joining Harvest Global Investments Limited, Angela was a Client Service Manager, Asset Management Middle Office Operations at Northern Trust Corporation and held the position of Client Service Manager, Asset Management Middle Office Operations.
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Angela Zhang's current jobs
- Manage a team of 3 associates as the point-of-contact team for all clients and investor relations activities. Develop and maintain existing client relationship, and provide answers & solutions to client queries & requests. - Work closely with Business Development team to support International and Asia sales activities, prepare marketing presentation materials, investment manager market update and outlook, fund factsheets, and coordinate investor/prospect Due Diligence Questionnaires and RFPs. - Manage and oversee new client onboarding including AML/KYC collection and review and account opening; determine reporting schedule, produce monthly/quarter reports, as well as organize monthly/quarterly performance review meetings with clients. - Work closely with legal, compliance, operations teams and 3rd party service providers in product development and management projects such as new product launching, product upgrade, and ongoing product management with oversight to performance tracking and return attribution. - Conduct peer comparison research and analysis and report to internal stakeholders. Maintain and update standard firm DDQ and fund DDQ’s with AUM, performance and fund statistic information. - Responsible for regular updating Hong Kong public funds’ EM & KFS documents as well as investor notices to comply with SFC requirements, prepare periodic regulatory reports for regulators including Hong Kong SFC, CIMA, AIMFD, NFS.