Client Support Specialist

This role aims to actively support the Hong Kong Partnership Development Team in client and product related activities, and to build strong and robust relationships and work collaboratively with internal key stakeholders across functions and regions.

Responsibilities:

• Provide sales support to Client Advisors on managing client inquiries.
• Prepare materials for client pitching and work closely with Client Advisors on customized solutions.
• Responsible for Request For Proposals (RFP) & Request For Information (RFI) preparation.
• Collaborate with internal stakeholders to initiate and implement onboarding documentations for product onboarding.
• End-to-end coordination for client functions.
• Collaboration with Marketing team to ensure product content / information effectiveness at marketing materials.
• Provision of comprehensive Customer Services support.

Required Qualifications:

• Bachelor's degree or equivalent in Business or Finance or other related discipline.
• Minimum 4 years of client services or sales support experience in Asset Management firms or Financial Institutions.
• Excellent communications in English and Cantonese (both written and spoken).
• Good working knowledge of Asset Management investment products and business nuances.
• Strong analytical and organization skills to operate in fast-paced environment.
• Good interpersonal skills on servicing and ability to maintain and deepen relationships.
• Knowledge in Morningstar Direct, Bloomberg and Salesforce would be an advantage.
• Flexibility to work evenings and/or weekends, as required by event schedules if necessary.

Benefits:

• We'll empower you to learn and grow the career you want.
• We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we'll support you in shaping the future you want to see.