Associate, Client Services

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

• Assist in pipeline tracking and sales administration, updating and maintaining accurate records in our CRM system to monitor progress and identify potential opportunities
• Collaborate with the sales team to enhance sales enablement tools, such as presentations, proposal templates, and sales collateral, to support their efforts and improve effectiveness
• Keep proper record and constant update on proposal and engagement templates to reflect the latest changes in terms and conditions
• Work closely with other sales teams to ensure that the proposal and engagement templates correctly reflect the services offered and proper pricing is recorded.
• Draft engagement letters or addendums

• Degree Holder of any discipline
• Prior experience in working in financial industry preferred.
• Excellent written communication skills in both English and Chinese
• Excellent verbal communication skills in English, Cantonese, and Mandarin
• Detailed-oriented
• Proactive working attitude and team player

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.