As an Associate / Analyst Sales Support in the Hong Kong Intermediary 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 produce timely, high-quality results that are in line with the team’s objectives and best interests.
Job Responsibilities
- Assist Client Advisors on client enquiries, including email, phone calls, client templates to ensure that we provide top-notch service and support to our distributors
- Work with RFP team to ensure all product templates are completed promptly and accurately
- Represent Intermediary Sales team on various projects meetings. Understand the potential business/client impact on various projects and proactively work with internal working groups to resolve the issues and facilitate the project roll out
- Formulate internal Standard Operation Procedure for matters related to day-to-day routine of the business
- Oversee and work closely with investment, marketing, compliance teams to ensure all sales related materials are accurate and compliance friendly
Required Qualifications, Capabilities, and Skills
- University graduate in Business, Finance and/or related discipline
- 2+ years of experience in financial industry
- Good team player whilst able to work independently and deliver works with high accuracy
- Good analytical skills and can demonstrate a comprehensive understanding of financial markets and investment products, with sound knowledge in funds
- Strong interpersonal and presentation skills
- Excellent communications in English, Cantonese, and Mandarin are essential requirement for the client coverage
- Strong in Excel, PowerPoint is a must
Preferred Qualifications, Capabilities, and Skills
- Asset Management business background
- Knowledge in Morningstar, Bloomberg