- Top-Tier International asset management
- Front Office Sales Support & Client Service
- Healthy Worklife & Established Platform
Our Client
Join a top-tier asset management firm in Hong Kong supporting the wholesale distribution team. In this dynamic role, you will be pivotal in driving relationships with retail and private banking clients, streamlining sales logistics, and ensuring seamless day-to-day operations.
Job Duties
- Sales Support: As part of the front office to resolve daily queries from private banks and retail distributors
- CRM Management: Log clients’ engagements, meeting minutes, and sales activity logs in Salesforce
- Event Execution: Oversee end-to-end event management, including Portfolio Managers’ roadshows, distributor seminars, and branch roadshows.
- Marketing & Collateral: Tailor and refresh product materials, factsheets, presentation decks, and fund updates by working closely with marketing and fund performance management teams
- RFP & Due Diligence: Coordinate request-for-proposals, due diligence questionnaires, and recurring compliance reviews.
- Operational Admin: Process travel logistics, team expense reports, vendor invoices, and cross-departmental administrative requests.
Requirements
- Proven background in buy-side/asset management/private banking, intermediary client service, or sales support.
- Solid grasp of mutual funds and multi-asset investment vehicles.
- Hands-on experience with Bloomberg, Morningstar, or Salesforce is a distinct advantage.
- Current holder of SFC Type 1 & 4 licenses (or HKSI Papers 1, 7, 8).
- Native Cantonese speaker with strong professional English and Mandarin.
- Bachelor’s degree in Finance, Economics, or a relevant business discipline.
Category : Asset Management 
Industry :
Banking & Finance
You may also interested in......
- Strong Brand with Promising Career
- Friendly, Supportive & Collaborative Int’l Team
- Outstanding Benefits and WFH Policy
Job Duties
What You Will Do:
- Drive Growth: Identify and cultivate new business from retail banks and wealth management platforms in Hong Kong.
- Manage Key Accounts: Maintain and strengthen existing distribution relationships, ensuring products constantly rank as a core part of their recommended lists.
- Technical Advisory: Effectively communicate the investment philosophies, strategies and market outlook to clients. Assuming the bridge between investment manager & clients. Building trust through expertise.
- APAC Institutional Client Service & Account Mgmt
- Global Asset Manager & Private Credit Investment
- Hybrid Work Mode & Dynamic Investment Expo
Job Duties
As part of the Regional Institutional Client Service & Account Management functions in AP and you’ll be tasked with the following accountabilities:
- Identifying business development opportunities, facilitating investor due diligence, managing end to end pre/post sales process by collaborating with key stakeholders including institutional sales, fund manager, product specialists and legal & compliance
- Assume the key contact point from conducting portfolio review, on-going investment communication and tackling any operational related enquiries etc to ensure the fulfilment of SLA
- Understand clients’ investment strategies based on the current capital market landscape and facilitate timely execution
- Responsible Officer and MIC for APAC Hub
- Global Private Credit/Debt Investment Manager
- Promising and Rewarding Career
Job Duties
- Assume one of the senior roles and founding members for the Asia Hub in HK
- Being the Responsible Officer/ Manager in charge accountable for the overall management oversight
- Oversight the investment team and ensure trade orders are executed in an accurate, timely and effective manner
- Global Active & Alternative Investment Mgmt Grp
- Expansion Greater China Intermediary Sales Headcount
- Promising Career and Rewarding Benefits
Job Duties
- As part of the regional sales team and you’ll be accountable for cultivating and networking with China Intermediaries including retail banks, private banks and financial advisors
- Facilitate comprehensive sales and distribution effort by analyzing clients’ profiles; customizing investment solutions to conducting events/road shows
- Collaborate with regional investment, product and marketing team to ensure successful execution of sales strategies and fulfilment of targets