Analyst/Associate, Sales and Client Services

Bosera Asset Management (International) Co., Limited; Hong Kong; On-site; HKD 360,000 - 520,000; Full time

Job summary

Bosera Asset Management (International) Co., Limited is seeking an Analyst/Associate in Sales and Client Services to support client onboarding and ongoing servicing in Hong Kong. You will liaise with customers for opening accounts, KYC, and related documentation while coordinating with internal teams across the firm.

The role involves supporting RFPs, due diligence, and marketing materials; requires fluent Mandarin and English, with Cantonese preferred, and a background in finance or related

Qualifications

• Bachelor degree or above in Finance, Banking, Economic, Business Administration or related disciplines.

Responsibilities

• Handle client onboarding cases and liaise with customers for opening accounts and KYC.
• Collaborate with sales manager to ensure client servicing requirements are met.
• Assist in completing client RFP and due diligence documents during onboarding.
• Communicate with internal stakeholders (portfolio managers, credit officers, operations, HQ teams in PRC).
• Arrange and participate in client meetings/calls; assist in producing marketing materials (presentations, pitch books, product profiles).
• Assist ad-hoc duties assigned by supervisor.

Skills

Languages (Mandarin, English, Cantonés

Education

Bachelor's degree or above in Finance/Economics/Business Administration

Job description

Analyst/Associate, Sales and Client Services

Handle client onboarding cases, where liaison/follow up with customers for opening account, KYC, etc.

Works with sales manager to ensure that all the client servicing requirements from the clients.

Assist to complete client RFP/Due Dilligence documents during the onboarding process.

Communicate with internal stake holders (portfolio managers, credit officers, operations etc.), including HQ teams in PRC.

Arrange and participate in client meetings/calls, assist in producing marketing materials such as client presentations, pitch books, product profiles.

Assist ad-hoc duties assigned by supervisor.

About you

Bachelor Degree or above in Finance, Banking, Economic, Business Administration or related disciplines.

At least 2 years client service, middle office, sales and marketing experience, preferably gained from PRC financial industry.

Knowledge on financial market and product such as RQFII, QFII, ETFs etc.

Fluent Mandarin and English, Cantonese is preferred.

Bosera Asset Management (International) Company Limited (“Bosera International"), as a wholly-owned subsidiary of Bosera Asset Management Company Limited (“Bosera"), one of the largest fund management companies in China. We are SFC-licensed for dealing in securities, advising on securities and asset management. Our vision is to be your trusted partner for Greater China investments by offering a range of asset management services and products to both overseas and domestic investors, institutional and individual investors.

We are inviting high caliber talents to develop and take part in the growth of our business: