Asset & Wealth Management, Client Solutions Group, Third Party Wealth, Associate - Hong Kong

Responsibilities

• Collaborate with internal departments to provide relevant and timely market and product information and day to day support.
• Respond to client inquiries and assist the sales team in preparing presentations and materials for external use.
• Maintain and manage product collateral for offerings, particularly the Chinese translations
• Supports clients through the implementation, client onboarding, and training activities
• Ensurepliance with regulatory requirements and internal procedures during client interactions.
• Organize marketing collateral and manage digital initiatives to support sales activities.
• Deliver timely and accurate sales reports, track client activities, and monitor pipeline status.
• Maintain accurate, up-to-date records in CRM systems and other databases.
• Analyze sales trends, product performance, and client feedback to support strategic decisions.
• Assist with meetings, events, and conferences, including handling logistics and post-event follow-ups.

Basic Qualifications :

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