Client Advisor Associate

2 days ago

Hong Kong Island, Hong Kong SAR China Michael Page International (Hong Kong) Limited Full time

A reputable global alternative asset manager in Hong Kong Steadily growing business development team in Hong Kong About Our Client The employer is a global alternative asset management firm in Hong Kong, known for delivering tailored banking and investment solutions. They are committed to offering innovative financial services while prioritizing client satisfaction. Job Description As a Client Advisor Associate, your main responsibilities will include: Business Development & Client Acquisition Identify and target prospective clients (HNWIs, family offices, institutional investors, etc.) through proactive outreach, referrals, and networking. Develop and execute sales strategies to promote the firm's investment products. Represent the firm at industry conferences, client meetings, and roadshows. Collaborate with portfolio managers and research teams to articulate investment strategies and value propositions. Client Relationship Management Serve as a trusted advisor to clients, providing market insights, portfolio reviews, and investment solutions. Conduct needs assessments to align client objectives with the firm's offerings (e.g., ESG, fixed income, equity strategies). Monitor client portfolios and proactively recommend adjustments based on market conditions. Address client inquiries regarding performance, risk, and fees. Sales Support & Pipeline Management Maintain a robust Salesforce pipeline with detailed activity tracking. Prepare tailored presentations, pitch books, and RFPs/RFIs in collaboration with marketing. Work with compliance to ensure all client interactions adhere to regulatory standards. Handle the onboarding docs including KYC, AML for individual and corporate clients. Market Intelligence & Strategy Analyze competitor offerings, industry trends, and investor sentiment to refine sales approaches. Provide feedback to product teams on client demand for new strategies or vehicle structures. The Successful Applicant A successful Client Advisor Associate should have: A strong academic background, ideally in finance, economics, or a related discipline. Familiarity with banking and financial services processes and practices. Excellent analytical and problem-solving skills. Proficiency in financial software and tools. Strong communication and interpersonal abilities. A client-focused mindset with a commitment to delivering high-quality service. Attention to detail and the ability to manage multiple tasks efficiently. Fluent in Chinese (Cantonese & Mandarin) and English. What's on Offer Opportunities for professional growth and development. Collaborative and supportive company culture. Comprehensive exposure to the financial services industry. Permanent position with long-term career prospects. If you are ready to take the next step in your career as a Client Advisor Associate, apply now to join this exciting opportunity in the banking and financial services department. #J-18808-Ljbffr

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