Client Services / Sales Support Associate - International asset management

A leading international asset management firm is seeking a Client Services / Sales Support Associate to support its institutional and intermediary distribution business in Hong Kong. This role sits at the intersection of sales, client servicing, and operations, playing a key role in supporting relationship management, business development across the region.

Key Responsibilities

• Provide day-to-day support to institutional and intermediary sales teams, ensuring smooth execution of client servicing and sales activities
• Support the preparation of client materials, including pitch books, fund updates, performance reports, and due diligence questionnaires (DDQs/RFPs)
• Assist in onboarding processes, account maintenance, and documentation related to client mandates
• Maintain and update CRM systems, ensuring accuracy of client data, pipeline tracking, and reporting
• Monitor fund flows, sales activity, and client requests, providing regular reporting to the sales team
• Collaborate with regional and global teams to ensure consistency in client messaging and service delivery

Candidate Profile

• Degree in Finance, Business, Economics, or related discipline
• 4–8 years of experience in asset management within client servicing or sales support or marketing function
• Solid understanding of fund products (e.g. mutual funds, ETFs, alternatives) and asset management operations
• Experience supporting institutional and/or intermediary clients (e.g. private banks, family offices, pension funds) preferred
• Strong organizational and multitasking skills with high attention to detail
• Excellent communication and interpersonal skills, with the ability to manage stakeholders effectively
• Fluency in English required; Cantonese and/or Mandarin advantageous