A Well-Known Mutual Fund — Sales Team Middle Office

Green Lake Executive Search Co. Limited; Hong Kong; On-site; HKD 420,000 - 680,000; Full time

Job summary

Green Lake Executive Search Co. Limited is seeking a Sales Team Middle Office professional for a well-known mutual fund in Hong Kong.

The role supports the day-to-day work of the sales team, coordinates internal and external resources, and ensures smooth execution of all sales activities. You will handle client account openings, maintain fund marketing materials, assist with DDQ completion, and coordinate with investment, compliance, legal and operations for roadshows and client meetings.

Qualifications

• 3–5 years of relevant experience with Mutual funds in Hong Kong.
• Experience in sales support / sales middle office / product support preferred.
• Familiar with public fund products, sales processes, account opening procedures and DDQ completion support.
• Good written and verbal communication skills in both English and Chinese.
• Detail-oriented and rigorous, with strong execution and cross-team coordination skills.
• Familiarity with Hong Kong fund industry regulatory and compliance requirements preferred.

Responsibilities

• Support the day-to-day affairs of the sales team, coordinate internal and external resources, and ensure the smooth execution of sales activities
• Coordinate and support client account opening and related account maintenance
• Compile, update and maintain fund marketing materials, and assist with compliance proofreading and version control
• Complete DDQs and other client due diligence questionnaires, and coordinate and organize related materials
• Maintain the sales repository, client information and sales support-related documentation
• Coordinate with internal teams including investment, compliance, legal and operations to support roadshows, client meetings and sales activities
• Undertake other middle-office support tasks assigned by the sales team

Skills

English communication

Chinese communication

Cross-team coordination

Attention to detail

Job description

A Well-Known Mutual Fund — Sales Team Middle Office

Sales Team Middle Office / Sales Support Middle Office role, primarily responsible for supporting the day-to-day work of the sales team.

Key responsibilities

Support the day-to-day affairs of the sales team, coordinate internal and external resources, and ensure the smooth execution of sales activities

Coordinate and support client account opening and related account maintenance

Compile, update and maintain fund marketing materials, and assist with compliance proofreading and version control

Complete DDQs and other client due diligence questionnaires, and coordinate and organize related materials

Maintain the sales repository, client information and sales support-related documentation

Coordinate with internal teams including investment, compliance, legal and operations to support roadshows, client meetings and sales activities

Undertake other middle-office support tasks assigned by the sales team

About you

3–5 years of relevant experience with Mutual funds in Hong Kong

Experience in sales support / sales middle office / product support preferred

Familiar with public fund products, sales processes, account opening procedures and DDQ completion support

Good written and verbal communication skills in both English and Chinese

Detail-oriented and rigorous, with strong execution and cross-team coordination skills

Familiarity with Hong Kong fund industry regulatory and compliance requirements preferred