Key Responsibilities
Client Operations & Support
- Act as the main contact for the Hong Kong Wholesale teams, handling client and internal inquiries.
- Ensure smooth onboarding of new clients and distributors by coordinating with internal teams.
- Respond to client requests, including preparing reports, account setups, and trade queries.
- Provide regular fund updates to clients and oversee corporate action notifications.
- Manage internal systems (e.g., CRM, Salesforce) for fund registration and product tasks.
- Support the sales team with reports, data, presentations, and ad-hoc analyses.
- Assist with marketing tasks such as database management, translations, compliance approvals, and promotional materials.
Sales & Marketing Support
- Help the sales team meet targets by promoting fund products to clients and prospects.
- Identify new business opportunities and support market expansion.
- Conduct market research on trends, competitors, and regulations.
- Assist with planning and execution of client events.
Qualifications
- Bachelor's degree with 3+ years of experience in sales support, client service, or operations.
- Asset management or private banking experience preferred.
- Strong organizational, communication, and project management skills.
- Proficient in English, Mandarin, and Cantonese.
- Positive, self-motivated, and a strong team player.
