- A reputable global alternative asset manager in Hong Kong
- Steadily growing business development team in Hong Kong
About Our Client The employer is a global alternative asset management firm in Hong Kong , known for delivering tailored banking and investment solutions. They are committed to offering innovative financial services while prioritizing client satisfaction.
Job Description As a Client Advisor Associate, your main responsibilities will include:
Business Development & Client Acquisition
- Identify and target prospective clients (HNWIs, family offices, institutional investors, etc.) through proactive outreach, referrals, and networking.
- Develop and execute sales strategies to promote the firm's investment products.
- Represent the firm at industry conferences, client meetings, and roadshows.
- Collaborate with portfolio managers and research teams to articulate investment strategies and value propositions.
Client Relationship Management
- Serve as a trusted advisor to clients, providing market insights, portfolio reviews, and investment solutions.
- Conduct needs assessments to align client objectives with the firm's offerings (e.g., ESG, fixed income, equity strategies).
- Monitor client portfolios and proactively recommend adjustments based on market conditions.
- Address client inquiries regarding performance, risk, and fees.
Sales Support & Pipeline Management
- Maintain a robust Salesforce pipeline with detailed activity tracking.
- Prepare tailored presentations, pitch books, and RFPs/RFIs in collaboration with marketing.
- Work with compliance to ensure all client interactions adhere to regulatory standards
- Handle the onboarding docs including KYC, AML for individual and corporate clients
Market Intelligence & Strategy
- Analyze competitor offerings, industry trends, and investor sentiment to refine sales approaches.
- Provide feedback to product teams on client demand for new strategies or vehicle structures.
The Successful Applicant A successful Client Advisor Associate should have:
- A strong academic background, ideally in finance, economics, or a related discipline.
- Familiarity with banking and financial services processes and practices.
- Excellent analytical and problem-solving skills.
- Proficiency in financial software and tools.
- Strong communication and interpersonal abilities.
- A client-focused mindset with a commitment to delivering high-quality service.
- Attention to detail and the ability to manage multiple tasks efficiently.
- Fluent in Chinese (Cantonese & Mandarin) and English
What's on Offer - Opportunities for professional growth and development.
- Collaborative and supportive company culture.
- Comprehensive exposure to the financial services industry.
- Permanent position with long-term career prospects.
If you are ready to take the next step in your career as a Client Advisor Associate, apply now to join this exciting opportunity in the banking and financial services department.