Sales Support, Fund Distribution - Foreign Asset Management

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

Morgan McKinley - Hong Kong - Full time

Salary: Competitive

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.


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