Marketing Representative

Job Overview

This position is primarily responsible for supporting the execution of marketing initiatives and handling fundamental client services for ETFs, MMFs, and Discretionary Account services. The ideal candidate should possess a keen interest in financial markets, strong copywriting and communication skills, and the versatility to handle both promotional content creation and direct client interactions.

Product Focus: Exchange Traded Funds (ETFs), Money Market Funds (MMFs), and Discretionary Accounts.

Key Responsibilities

1. Marketing & Content Creation

• Marketing Collateral & Copywriting: Assist in drafting and producing marketing materials, including product factsheets, pitchbooks and market highlight articles.
• Event Support: Assist in organizing online and offline promotional events (e.g., webinars, industry exhibitions, live streams).

2. Client Service & Operational Support

• Client Inquiry Handling: Act as the primary point of contact via phone, email, or online platforms to resolve client queries regarding ETF, MMF and discretionary account.
• Client Onboarding: Assist with the onboarding process for discretionary account clients.
• Client relationship maintenance: Support the regular distribution of client communications, including monthly performance reports, account statements, and market updates.

3. Market Research & Analytics

• Competitor Tracking: Conduct regular market research to monitor competitor marketing campaigns, fee structures, and yield performance across ETF and MMF products.

Requirements & Qualifications

• Education: Bachelor’s degree or above in Finance, Marketing, Business Administration, Communications, or related disciplines.

• Work Experience: 1–2 years of experience within financial institutions, asset management, brokerages firms (high-performing fresh graduates will also be considered).

• Product Knowledge: Basic working knowledge of ETFs, MMF, and Discretionary Account structures.

• Licensing: SFC Type 4 (Advising on Securities) or Type 9 (asset management) license holder preferred, or willing to obtain licenses upon joining.

• Language Proficiency: Excellent command of English, Cantonese, and Mandarin, with strong multilingual copywriting and communication skills.

• Technical Skills:

  • Proficient in MS Office suite (especially PowerPoint presentation design and Excel).
  • Familiarity with design tools such as Canva, Adobe Creative Suite (Photoshop/Illustrator), or basic video editing tools is a plus.
  • Familiarity with social media management and digital marketing tools.

• Personal Attributes: Detail-oriented, proactive learner, strong team player, and able to work effectively under pressure.