Client Services & Product Specialist - Asset Management

Job Description:

• Work with the investment team to produce high-quality presentation documents to present to clients, consultants and prospects.
• Responsible for updating and keeping track of investment products related data. Regular update of portfolio analysis and product information and performances. Write monthly and quarterly fund reports. Including investment strategy, portfolio performance, performance attribution and etc.
• Assist in the handling of client inquiries.
• Keep updated on the Marco market environment and dynamics.
• Understand regulators' product requirements, participate in the development of new products, and engage in projects and special initiatives as directed.

Qualifications:

• 3 to 5 years’ working experience, previous relevant experience in financial services would be preferred
• Master degree in Finance / Financial Engineering / Economics major preferred
• Good communication skills and interpersonal skills
• A quick and enthusiastic learner who can work in an organized manner
• Good command of written and spoken English & Mandarin