Institutional Sales Support

Responsibilities:

• Support corporate sales team in client relationship management and service delivery

• Handle client enquiries, administrative support, and compliance documentation (regulatory & internal policies)

• Prepare investment market updates and presentation materials

• Attend client meetings with sales team; handle document preparation and ad-hoc tasks

• Support client onboarding, KYC, due diligence, and coordinate with internal departments for account opening

• Provide other ad-hoc support as required

Requirements:

• University degree in Banking, Business Management, Finance or related disciplines
• Minimum 2 years' relevant experience; exposure in relationship management or marketing planning preferred
• HKSI and IIQE licenses preferred (meeting SFO and Insurance Ordinance competency requirements)
• Strong sales and customer orientation with excellent communication and interpersonal skills
• Proficient in English and Chinese; fluency in Putonghua an advantage