Client Analyst Intermediary

About the Role

A sales support role working closely with the Hong Kong Intermediary Sales team to service retail and private bank distributors, coordinate client-facing activities, and manage day-to-day sales operations.

Key Responsibilities

• Handle daily enquiries and ad-hoc requests from intermediary clients and distributors

• Maintain client records, meeting notes, and activity tracking via Salesforce

• Manage full logistics for PM roadshows, client seminars, adviser events and daily branch visits

• Prepare and update a variety of sales and marketing collaterals including presentations, sales flyers, one pagers, and fund emailers

• Coordinate DDQs, RFPs, ongoing due diligence reviews

• Produce weekly and ad-hoc fund reports using Bloomberg/Morningstar; manage content via Seismic

• Process T&E reports, invoices, and travel arrangements

• Act as key coordinator on behalf of the sales team with colleagues in various other functions/departments to fulfill the work tasks

Requirements

• Prior experience in asset management, intermediary sales, or client servicing

• Strong knowledge of investment products across asset classes

• Proficient in Salesforce; Bloomberg, Morningstar, and Seismic a plus

• HKSI Paper 1, 7 & 8 or SFC Type 1 & Type 4 license (or equivalent)

• Native Cantonese; fluent English and Mandarin

• University degree in Finance, Business, or related field preferred

Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [email protected].

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