Tech Stack

Description

You will support the Investor Services team at our new Hong Kong office, providing client sales support and managing day-to-day office operations. You'll prepare analytics and presentations, handle RFPs and DDQs, maintain databases, coordinate investor meetings, manage office facilities, and ensure smooth administrative operations.

Requirements

• Bachelor's degree in Business, Finance, or related field
• 3-7 years of experience in investor services and office administration in financial services
• Excellent verbal and written communication skills
• Proficiency with CRM systems and Microsoft Office Suite
• Basic knowledge of Hong Kong regulatory frameworks (e.g., HKMA, MAS)

Responsibilities

• Support senior sales professionals with client analyses and materials
• Prepare presentations, RFPs, DDQs, and client reporting
• Update CRM and maintain internal databases
• Coordinate investor meetings, conferences, and events
• Manage office administration, travel, and visitor logistics