Client Service and Sales Support Specialist

5 days ago


Hong Kong, Central and Western District, Hong Kong SAR China AXA Investment Managers Full time
Job Description

We are seeking a highly skilled Client Service and Sales Support Specialist to join our team at AXA Investment Managers.

About the Role

This is an exciting opportunity to work in a dynamic environment, providing exceptional client service and sales support to clients in the APAC region.

Key Responsibilities
  • Support existing client services and sales support infrastructure to deliver first-class service to clients.
  • Handle client queries and manage interactions and communication with clients in the region.
  • Support the sales teams with direct contact to clients, including handling client enquiries, participating in client events, and handling regular product updates and new product onboarding.
  • Coordinate and ensure timely delivery of high-quality reporting and handle client onboarding and transition processes (take-on/off, mandate changes).
  • Maintain up-to-date information in CRM tools.
  • Perform other tasks and projects as assigned from time to time.
Requirements
  • University degree, ideally focusing on economics or finance.
  • 8+ years of relevant experience in client service/sales support functions.
Technical Skills
  • Detailed understanding of local business/clients and specific business requirements.
  • Proven track record of servicing clients in the financial industry.
  • Good understanding of investment and post-investment operational processes.
  • Experience in streamlining reporting and communications processes and procedures.
  • Relevant written and verbal language skills in English and Chinese (Cantonese and Mandarin).
Personal Competencies
  • Team orientation, taking an interest in and contributing to the work of the team, and liaising where appropriate with other groups.
  • Excellent communication skills (diplomacy, tact combined with goal orientation).
  • Negotiation skills in relation to project management.
  • Ability to work with different cultures and languages.
  • Strong client and service orientation, good interpersonal skills at all levels.
  • Ability to work under pressure whilst producing quality work, time management skills.
  • Self-driven, motivated, goal-oriented, and happy to take full responsibility for actions.


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