Job Description

Based in Hong Kong office, the primary purpose is to support the Hong Kong sales teams in growing the wholesale client base. It is a strategically important role at the center of the sales function.

The role will also assist on a number of initiatives which aid their distribution efforts in other markets.

It is an exciting opportunity to be part of and contribute to growing their Hong Kong business while working alongside and learning from colleagues across the Group.

Requirements JOB DESCRIPTION

• Previous experience (2+ Years) in Financial Services preferred (Asset Management preferred)

• Interest in financial markets generally and investment funds specifically

• Strong written, verbal and interpersonal communication skills in Cantonese and English

• Excellent Windows-based software skills (PowerPoint, Excel, Outlook, Word) and ideally salesforce. Macro and/or coding is an advantage

• Must be comfortable interacting with clients and stakeholders across the firm

• Significant initiative and attention to detail

Job Scope & Deliverables

• Support the sales team by working with the broader function and other internal teams to provide best-in-class service to the sales team and our wholesale clients

• Work with broader wholesale sales support team generating efficiencies, adopting best practice and providing back up

• Assisting the sales team by coordinating pre meeting preparation ie. resource and presentation requests

• Assisting sales team by coordinating post meeting follow ups ie. provide additional information on funds, running analysis etc.

• Tailoring messaging, content and presentations for sales teams to use in client engagement and obtaining necessary compliance approval

• Assist the sales team in responding to ad hoc queries in a timely and professional manner

• Support sales campaigns with market data analysis, industry research and SF analysis

• Liaising with investment specialist teams and other subject matter experts to answer client queries, perform analysis and provide additional information

• Liaising with RFP & Presentation teams on completion & tailoring of DDQ, RFPs and pitch books

• Liaising with Client Service teams to ensure client on boarding takes place smoothly and coordinated response to any queries

• Liaising with relevant parties to ensure commercial terms process is correctly followed for new clients

• Ensure the integrity of client and prospect data and records in Salesforce

• Assisting with local events and webinars as required

• Involvement in projects as required that support the APAC wholesale sales effort

We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment.  We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance.  We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.

If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.