AVP/VP, Investment and Product Solutions

Company Overview

Zhong Ou Asset Management International offers offshore fixed income and equity products, including public and private funds, customized accounts, and UCITS. We maintain a strong pipeline of business opportunities for future growth. Our stable management and cohesive team culture foster collaboration, inclusivity, and ongoing professional development.

Role Overview

This role is responsible for full-process product support, including client service, due diligence, and marketing materials preparation. This role involves front-end client coordination and internal cross-departmental collaboration, assisting with product setup and the creation of bilingual (Chinese-English) marketing documents.

Key Responsibilities:

1. Product Support & Client Service

1. Conduct due diligence on clients and counterparties: collect and review KYC/due diligence documents required for account opening.
2. Maintain the due diligence database to ensure historical records are traceable and compliant.
3. Maintain client and counterparty information, and regularly update related materials.
4. Serve as the primary point of contact for clients and resolve clients’ queries.
5. Handle client requests and coordinate internal resources as needed to resolve issues.

2. Marketing Materials Preparation

1. Create sales support materials such as product introduction deck, monthly reports, and roadshow presentations.
2. Assist in translating external communications and press releases.
3. Assist in maintaining contents for the company website and official accounts, such as WeChat, LinkedIn.

3. Partner & Cross-Departmental Coordination

1. Collaborate with internal departments (e.g., Compliance, Operations, Investment) to ensure accuracy of external communications.
2. Coordinate with counterparties (e.g., fund administrator) on client onboarding and dealing matters.
3. Distribute external client notifications or announcements.

Requirements:

1. Experience: 3+ years of experience in client service, sales or related fields. Background in asset management or other financial institutions, and familiarity with due diligence processes, is preferred.
2. Skills: Strong ability to learn quickly, excellent data processing and document drafting skills, proficient in Microsoft Office (Excel, PowerPoint, Word, etc.).
3. Attributes: Proactive and self-motivated with strong communication skills; able to work under pressure, manage time effectively, and handle multiple tasks simultaneously; detail oriented.
4. Language: Fluent in both English and Chinese, with strong written and verbal communication skills.

What we offer:

1. Competitive benefits package including medical and dental insurance coverage
2. Discretionary bonus
3. 5-day work week