Client Analyst (Sales Support) – Intermediary

About the Role

A sales support role working closely with the Hong Kong Intermediary Sales team to service retail and private bank distributors, coordinate client-facing activities, and manage day-to-day sales operations.

Key Responsibilities

• Handle daily enquiries and ad-hoc requests from intermediary clients and distributors

• Maintain client records, meeting notes, and activity tracking via Salesforce

• Manage full logistics for PM roadshows, client seminars, adviser events and daily branch visits

• Prepare and update a variety of sales and marketing collaterals including presentations, sales flyers, one pagers, and fund emailers

• Coordinate DDQs, RFPs, ongoing due diligence reviews

• Produce weekly and ad-hoc fund reports using Bloomberg/Morningstar; manage content via Seismic

• Process T&E reports, invoices, and travel arrangements

• Act as key coordinator on behalf of the sales team with colleagues in various other functions/departments to fulfill the work tasks

Requirements

• Prior experience in asset management, intermediary sales, or client servicing

• Strong knowledge of investment products across asset classes

• Proficient in Salesforce; Bloomberg, Morningstar, and Seismic a plus

• HKSI Paper 1, 7 & 8 or SFC Type 1 & Type 4 license (or equivalent)

• Native Cantonese; fluent English and Mandarin

• University degree in Finance, Business, or related field preferred

 


Visa sponsorship may be available for qualified candidates. Sponsorship decisions will be made in accordance with company policy and applicable laws.

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