A leading international asset management firm is seeking a Client Services / Sales Support Associate to support its institutional and intermediary distribution business in Hong Kong. This role sits at the intersection of sales, client servicing, and operations, playing a key role in supporting relationship management, business development across the region.

Key Responsibilities

• Provide day-to-day support to institutional and intermediary sales teams, ensuring smooth execution of client servicing and sales activities • Support the preparation of client materials, including pitch books, fund updates, performance reports, and due diligence questionnaires (DDQs/RFPs) • Assist in onboarding processes, account maintenance, and documentation related to client mandates • Maintain and update CRM systems, ensuring accuracy of client data, pipeline tracking, and reporting • Monitor fund flows, sales activity, and client requests, providing regular reporting to the sales team • Collaborate with regional and global teams to ensure consistency in client messaging and service delivery

Candidate Profile

• Degree in Finance, Business, Economics, or related discipline • 4–8 years of experience in asset management within client servicing or sales support or marketing function • Solid understanding of fund products (e.g. mutual funds, ETFs, alternatives) and asset management operations • Experience supporting institutional and/or intermediary clients (e.g. private banks, family offices, pension funds) preferred • Strong organizational and multitasking skills with high attention to detail • Excellent communication and interpersonal skills, with the ability to manage stakeholders effectively • Fluency in English required; Cantonese and/or Mandarin advantageous

The Profile Group (HK) Ltd (a Wilson Company)

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Client Services / Sales Support Associate - International asset management | Hong Kong, HK