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.

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

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Company Intel

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