Sales Support Officer (Asset Management)

Key Responsibilities:

Sales & Client Support

• Provide high-level administrative and operational support to the Sales Director and Client Advisors.
• Assist in the preparation of pitch books, factsheets, and bespoke presentation materials for institutional and HNW clients.
• Assist with client onboarding documentation, presentations, and meeting preparation.
• Manage the CRM system to track investor interactions, update lead pipelines, and generate sales reports.

Marketing & Digital Strategy

• Develop and execute marketing campaigns to promote company investment strategies and brand identity.
• Manage and curate content for social media platforms to drive engagement within the professional investor community.
• Coordinate marketing calendars and support timely delivery of campaigns and initiatives.
• Maintain and update the corporate website and marketing collateral, ensuring all materials are compliant with local regulatory standards.

Event Management

• End-to-end coordination of investor events, including webinars, roundtables, and annual general meetings (AGMs).
• Liaise with external vendors, venues, and partners to ensure seamless execution of high-profile physical and virtual events

Brand & Communication

• Ensure consistent brand messaging across all touchpoints.
• Coordinate the distribution of monthly newsletters and market commentaries to the firm's distribution list.

Requirements & Qualifications:

• 1-3 years of experience in marketing, event management, or sales support, specifically within the Financial Services industry (Asset Management, Wealth Management, or Private Banking preferred).
• Bachelor's degree in Marketing, Communications, Finance, or a related discipline.
• Strong proficiency in Microsoft Office (PowerPoint and Excel are essential).
• Experience with CRM software (e.g., Salesforce, HubSpot) and digital marketing tools.
• Basic graphic design skills (Canva, Adobe Suite) is a significant plus.
• Languages: Native or professional fluency in English and Cantonese. Proficiency in Mandarin is highly preferred.