Sales Assistant, Asset Management, HKD20-30k


Salary:

$20000 - 30000 / month

Location:

Central and Western District

Date posted:

20 November 2018

Employment type:

Permanent

Reference:

JW8901

Specialisation:

Banking and financial services


Description

The Company

Our client is a reputable and global Asset Management, and is licensed for dealing in Securities and Asset Management. They offer services and products to both overseas and domestic investors, institutional and individual as well.

Sales Assistant, Institutional Sales Team

Responsibilities:

  • Work with OPS team to on board clients.
  • Ensure that all the client servicing requirements (e.g. 1) producing fact sheets; 2) monthly/quarterly/ annual and ad hoc reports, etc) from the clients are met by the deadline.
  • Write RFPs / RFIs.
  • Face and speak to the existing clients on behalf of the company.
  • Attend monthly portfolio review meetings / calls.
  • Actively communicate with the investment professionals on behalf of the clients.
  • Assist in producing marketing materials such as client presentations, pitch books, product profiles.
  • Maintain the highest standard of excellence in client service by attending to client enquiries and requests.
  • Assist the Know Your Client and ensure that all client service related activities are fully in compliance with the processes and procedures contained in it.
  • Work closely and leverage on other internal functions such as Investment Management, Operation, Legal & Compliance and Finance to ensure the clients' requirements are met.

Requirements:

  • Bachelor Degree in Finance, Banking, Economic, Business Administration or related discipline
  • Minimum 2-3 years' sales and marketing experience, preferably gained from financial industry
  • Knowledge on the product of RQFII ,QFII, ETFs etc
  • Good communication skill in English, Cantonese and Mandarin.

Apply Today

To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted.



Hong Kong

9th Floor, Nexxus Building
41 Connaught Road
Central
Hong Kong Island
+852 3653 7300
Recruiting Specialist - Resource Management
Central and Western District
Permanent
14 December 2018
Life Insurance Business Analyst - MNC Bank - up to $75K
Central and Western District
Temporary
14 December 2018
Senior Program Manager- MNC FI $80-$120K
Central and Western District
Temporary
14 December 2018
UI Designer - Top-tier Bank - 12 month contract (30k - 70k)
Central and Western District
Temporary
13 December 2018
Pharmaceutical MNC, Senior Accountant, Temp to Perm
Central and Western District
Temporary
13 December 2018
Accountant - 4m contract to PERM - HKD$22k - 26k per month
Central and Western District
Temporary
13 December 2018
Business Analyst- MNC Bank- 6 Months rolling - $35-$55K
Central and Western District
Temporary
13 December 2018
Traders Assistant, Fixed Income, HKD30-60k
Central and Western District
Permanent
13 December 2018
Team Assistant (1-2-yr exp.)/ 6m Contract to perm/ Up to 18k
Central and Western District
Temporary
13 December 2018
Recruitment Consultant
Central and Western District
Permanent
12 December 2018
Financial Analyst, MNC, up to 30k x 13
Central and Western District
Permanent
12 December 2018
Regional Finance Manager (APAC)
Central and Western District
Permanent
12 December 2018
Internal Auditor, MNC Consulting Firm, Open to big 4
Central and Western District
Permanent
12 December 2018
Front Office Application Support - Top Tier iBank - 65k
Central and Western District
Temporary
12 December 2018
Project Manager (IT Governance) - Top-tier Insurance - 75k
Central and Western District
Temporary
12 December 2018
See more jobs >