Client Analyst – 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

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