Key Responsibility

1. Client Relationship Support: Maintain relationships with banks, wealth management channels, family offices, and institutional investors.
2. Product Distribution: Promote mutual funds, discretionary portfolios, and alternative investment solutions.
3. Pitch & Marketing Preparation: Build customized presentations, pitch books, and market research reports for client meetings.
4. Cross-Functional Coordination: Work with investment, product, and compliance teams to onboard clients and execute trades.
5. Business Development: Participate in client roadshows, industry conferences, and marketing events.

Requirements

1. Education: Bachelor’s degree in Finance, Economics, Business, or related disciplines.
2. Experience: Minimum of 4 years of financial services experience in asset management, private banking, or sales support.
3. Licenses: Preferred holders of SFC Type 1 and Type 4 licenses (or HKSI Papers 1, 7, 8).
4. Language Skills: Fluent in English, Cantonese, and Mandarin.