Client Advisor Associate

• 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.