Institutional Client Associate
7 days ago
Company Overview Our client, an US asset manager is looking an institutional client associate to join the team About the job Develop and deliver marketing materials-including pitchbooks, quarterly reviews, and research reports-tailored to clients and prospects Collaborate with senior business development colleagues to address client inquiries by coordinating with global fund teams. Prepare client presentations and respond to RFPs in partnership with the global RFP team and portfolio managers. Organize and manage regional roadshows, working closely with client coverage teams and portfolio managers; oversee translation and localization of materials. Facilitate client onboarding and provide ongoing support, including maintaining and updating the client database, tracking pipelines, and managing prospect engagement activities. Support sales initiatives and contribute to identifying and developing new business opportunities. Liaise with the marketing team to assist with administrative tasks related to conferences, marketing collateral, and ad‑hoc projects. Document meeting discussions, track follow‑up actions, and generate reports to ensure timely completion of outstanding items. Compile business presentations, research insights, and various documentation to support client and internal needs. Partner with team members on special projects and ad‑hoc requests to drive business objectives. Requirements Bachelor's degree; CFA designation is an advantage Over 4 years of relevant experience within buyside, with exposure to institutional clients considered a plus Excellent organizational skills with keen attention to detail and a commitment to follow‑through Demonstrated analytical and problem‑solving capabilities Collaborative team player with strong interpersonal and communication skills Prior experience working within global asset management firms Proficient in English, Mandarin, and Cantonese - both written and spoken Rewards International platform with potential path to become sales Additional Information If you're interested in this role, please click 'apply now'. Alternatively, for a confidential discussion on this role or to find out more opportunities in Financial Services Front Office, please contact Suzanne Tsang at Privacy Statement: By submitting an application and sharing your personal information with us, you consent to such information being collected, held, used and disclosed in accordance with our Privacy Policy ( #J-18808-Ljbffr
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hong kong, Hong Kong SAR China CFA Institute Full timeA leading asset management firm in Hong Kong seeks an Institutional Client Associate to optimize client interactions. Responsibilities include developing tailored marketing materials, preparing presentations, and facilitating client onboarding. Candidates should have a Bachelor's degree, strong organizational skills, and at least 4 years of relevant...
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hong kong, Hong Kong SAR China Interactive Brokers Full timeAssociate / Senior Associate - Institutional Services Join to apply for the Associate / Senior Associate - Institutional Services role at Interactive Brokers Associate / Senior Associate - Institutional Services Join to apply for the Associate / Senior Associate - Institutional Services role at Interactive Brokers Company OverviewInteractive Brokers Group,...
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hong kong, Hong Kong SAR China Interactive Brokers Full timeAssociate / Senior Associate - Client Services Representative Join to apply for the Associate / Senior Associate - Client Services Representative role at Interactive Brokers Associate / Senior Associate - Client Services Representative 1 day ago Be among the first 25 applicants Join to apply for the Associate / Senior Associate - Client Services...
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Corporate Banking Analyst
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Hong Kong Island, Hong Kong SAR China DBS Full timeA leading financial institution in Hong Kong is seeking an Analyst/Associate for Client Services in Corporate Banking. The ideal candidate will have a Bachelor’s degree and over 4 years of relevant experience, capable of providing exceptional client support and ensuring compliance with regulatory requirements. Responsibilities include daily client...
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Analyst/Associate, Client Services
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Hong Kong Island, Hong Kong SAR China DBS Full timeJob Description - Analyst/Associate, Client Services (Financial Institutional Group), Corporate Banking DS) Job Description Business Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working...
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Analyst/Associate, Client Services
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Hong Kong Island, Hong Kong SAR China DBS Bank Full timeAnalyst/Associate, Client Services (Financial Institutional Group), Corporate Banking DBS Bank Business Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans...
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Hong Kong Island, Hong Kong SAR China China Merchants Securities International Company Limited Full timeA leading securities firm in Hong Kong is looking for a Fund Sales / Business Development Associate who will be responsible for building and maintaining relationships with institutional clients. The ideal candidate will have a degree in Finance or Economics, relevant experience in fund sales, and strong communication skills in both English and Chinese. This...
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Onboarding & Client Experience Associate
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Hong Kong Island, Hong Kong SAR China Interactive Brokers Group, Inc. Full timeA leading global financial services firm in Hong Kong is seeking a Client Service Associate to support retail and institutional clients. This role requires strong communication skills in English and Cantonese, with experience or a relevant academic background in financial services preferred. You will facilitate the account opening process, resolve client...
