职位描述
1、Client Engagement & Business Development
Assist in expanding onshore/offshore client networks (retail and institutional), including lead generation, pitchbook preparation, and relationship management.
Participate in roadshows, client meetings, and investor conferences to present fund strategies and market insights.
Maintain CRM systems to track client interactions, preferences, and feedback for targeted follow-ups.
Active Client Engagement: Candidates must be active and outgoing in client out reach activities
Be adaptive to business trip arrangements
2、Marketing Content & Digital Platforms
Develop and update engaging content for WeChat official accounts, newsletters, and LinkedIn, ensuring alignment with brand voice and compliance guidelines.
Create marketing material (e.g., brochures, infographics, videos) to showcase fund performance, market outlooks, and product features.
Analyze digital engagement metrics (open rates, click-through rates) to optimize content strategy.
3、Product Distribution & Sales Support
Collaborate with investment teams to promote fixed income, equity, and alternative investment products across Asia-Pacific markets.
Prepare tailored pitch decks, fact sheets, and competitive analysis for product launches and client proposals.
Support post-trade client servicing, including portfolio updates, performance reporting, and ad-hoc queries.
4、New Product Development
Conduct market research to identify emerging trends (e.g., ESG-themed funds, digital assets) and client demand gaps.
Assist in structuring new fund proposals, including feasibility studies, regulatory considerations, and competitor benchmarking.
Coordinate with legal, compliance, and investment teams to streamline product launch timelines.

职位要求
1、Education
Finance, Economics, Marketing, or related fields from global top tier universities;
2、Technical Skills
Proficiency in PowerPoint, Adobe Creative Suite, or Canva for designing professional marketing materials.
Basic understanding of asset management products (fixed income, equities, alternatives) and financial markets.
Familiarity with CRM tools and social media management platforms.
Strong familiarity with Generative AI application is a plus
3、Language & Communication
Fluent in English, Mandarin and Cantonese (written and spoken).
Ability to distill complex financial concepts into clear, compelling narratives.
4、Visa Requirement
IANG visa holders in Hong Kong will be prioritized.
5、Soft Skills
Entrepreneurial mindset with strong multitasking abilities in a fast-paced environment.
Team player with cross-cultural sensitivity to engage global stakeholders.