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 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.