Assistant Manager, Institutional Client Business, Wealth Management

1 week ago

Hong Kong Island, Hong Kong SAR China CLSA Full time

Assistant Manager, Institutional Client Business, Wealth Management Join to apply for the Assistant Manager, Institutional Client Business, Wealth Management role at CLSA . Responsibilities Manage day-to-day client service operations and provide administrative support to senior management. Execute daily account transactions and client orders, including equities, fixed income, OTC derivative products, mutual funds, and alternative investments. Assist in researching and onboarding new clients, preparing pitch books, internal documentation, and coordinating client events. Proactively deliver investment insights and maintain communication with clients, ensuring timely responses to inquiries. Handle the account opening process and assist with Anti-Money Laundering (AML), annual reviews, and transaction monitoring. Participate in business development initiatives and identify new opportunities within the institutional market. Collaborate with internal teams to support operational efficiency and enhance overall client experience. Develop the institutional client base and maintain strong client relationships. Promote research services to clients, including research reports, conference calls, corporate roadshows, and strategy seminars. Achieve sales targets, including IPOs and secondary market placements. Requirements Bachelor's degree in Business Administration, Finance, Economics, or a related field; advanced degrees or certifications are preferred. 2-3 years of experience in brokerage/asset management, preferably in client-facing roles or institutional sales. Strong understanding of investment products, financial markets, and private banking strategies. Proven ability to cultivate and maintain client relationships effectively. Excellent attention to detail, communication skills, and proficiency in English and Mandarin; Cantonese is a plus. Result-oriented, proactive, and able to multitask in a fast-paced environment. Licensed under SFC with Type 1, knowledgeable in local regulatory and compliance standards. Seniority Level Entry level Employment Type Full-time Job Function Finance Referrals increase your chances of interviewing at CLSA by 2x. Get notified about new Business Manager jobs in Hong Kong, Hong Kong SAR. #J-18808-Ljbffr

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