Job Description
48 days ago
Our team puts clients first so we are looking for candidates that share our enthusiasm for delivering a first class client experience through an engaging and proactive sales approach. We are seeking an experienced and team-oriented self-starter who displays initiative and a positive attitude, a high level of integrity, drive and the motivation and develop market opportunities.
As an Associate Sales Support in the Hong Kong Institutional Business Team, you will perform a broad range of business support functions that require confidentiality, diligence and self-motivation. You will possess excellent communication and organizational skills and the ability to prioritize effectively and multi-task efficiently. You will not only observe established procedures, processes and guidelines when performing assigned tasks, but also exercise good judgment and appropriate discretion to drive team initiatives, coordinate projects and produce timely, high quality results that are in line with the team’s objectives and best interests.
Job responsibilities:
• Prepare regular and ad-hoc client reports on a regular basis
• Prepare sales-related materials for both internal and external use, including presentations, pitchbooks, and business proposals
• Drive initiatives and coordinate communication with internal stakeholders, e.g. senior management, control functions, marketing and investment teams
• Handle requests and respond to enquiries from clients/business partners
• Support Client Advisors proactively in all aspects of sales efforts and relationship management
• Liaise with relevant internal and external business partners on system/workflow enhancement, compliance- and regulatory-required policies and projects
• Coordinate events planning
• Review and identify ways to streamline sales and operation processes on an on-going basis
Required qualifications, capabilities and skills:
• University Degree with minimum 5 years of relevant finance experience
• Good communication skills, strong language skills in English and Cantonese are required (both written and spoken)
• Self-starter who is adaptive, fast-learning, communicative, well-organized, and detail-oriented
• Exceptional aptitude for following up and following through on assigned tasks
• Proficient in MS Office Suite (Word, Excel, PowerPoint and Outlook)
Preferred qualifications, capabilities, and skills
• Experience in asset management is preferred
As an Associate Sales Support in the Hong Kong Institutional Business Team, you will perform a broad range of business support functions that require confidentiality, diligence and self-motivation. You will possess excellent communication and organizational skills and the ability to prioritize effectively and multi-task efficiently. You will not only observe established procedures, processes and guidelines when performing assigned tasks, but also exercise good judgment and appropriate discretion to drive team initiatives, coordinate projects and produce timely, high quality results that are in line with the team’s objectives and best interests.
Job responsibilities:
• Prepare regular and ad-hoc client reports on a regular basis
• Prepare sales-related materials for both internal and external use, including presentations, pitchbooks, and business proposals
• Drive initiatives and coordinate communication with internal stakeholders, e.g. senior management, control functions, marketing and investment teams
• Handle requests and respond to enquiries from clients/business partners
• Support Client Advisors proactively in all aspects of sales efforts and relationship management
• Liaise with relevant internal and external business partners on system/workflow enhancement, compliance- and regulatory-required policies and projects
• Coordinate events planning
• Review and identify ways to streamline sales and operation processes on an on-going basis
Required qualifications, capabilities and skills:
• University Degree with minimum 5 years of relevant finance experience
• Good communication skills, strong language skills in English and Cantonese are required (both written and spoken)
• Self-starter who is adaptive, fast-learning, communicative, well-organized, and detail-oriented
• Exceptional aptitude for following up and following through on assigned tasks
• Proficient in MS Office Suite (Word, Excel, PowerPoint and Outlook)
Preferred qualifications, capabilities, and skills
• Experience in asset management is preferred
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