Associate, Wealth Management Solutions, APAC

aresmgmt; Hong Kong; On-site; HKD 600,000 - 850,000; Full time

Job summary

aresmgmt in Hong Kong is seeking a Business Development professional to support WMS APAC senior staff, cultivate relationships with private banks, wealth platforms and family offices.

You will assist onboarding, client reviews and due diligence across products, support reporting needs, and help develop sales collateral and campaigns. Mandarin proficiency is required.

This role offers exposure to APAC markets, collaboration across teams, and opportunities to influence strategic initiatives.

Qualifications

• 3+ years of experience in distribution, business development, product management or client servicing across private markets into the private wealth or family office channels.
• Proven ability to build relationships through active listening and delivering high-quality client service.
• Market and investment acumen to understand and articulate alternative investment strategies.
• Client-centric and outcome-focused mindset.
• Self-motivated team player who works well in a fast-moving, dynamic environment.

Responsibilities

• Act as business development support for WMS APAC senior business development and product management persons.
• Cultivating and manage relationships with private banks, wealth management platforms and family offices.
• Help with onboarding, client reviews and DDQs across the full range of products offered by WMS in APAC.
• Support the servicing, reporting requirements and data needs of clients in APAC, primarily in Asia ex Japan.
• Maintain and manage product collateral for WMS APAC offerings, particularly the Chinese translations.
• Conduct and maintain competitor analysis across assets classes covered by WMS APAC.
• Help generate analysis and reports on sales activity and campaigns using Ares CRM tools.
• Support marketing efforts through running approval processes, helping develop collateral and social media.
• Assist the head of WMS Southeast Asia across strategic initiatives.

Skills

Business development

Product management

Client servicing

Relationships

Mandarin

Education

Bachelor’s degree in Business/Management/Social Sciences

Job description

Responsibilities

• Act as business development support for WMS APAC senior business development and product management persons
• Cultivating and manage relationships with private banks, wealth management platforms and family offices
• Help with onboarding, client reviews and DDQs across the full range of products offered by WMS in APAC
• Support the servicing, reporting requirements and data needs of clients in APAC, primarily in Asia ex Japan
• Maintain and manage product collateral for WMS APAC offerings, particularly the Chinese translations
• Conduct and maintain competitor analysis across assets classes covered by WMS APAC
• Help generate analysis and reports on sales activity and campaigns using Ares CRM tools
• Support marketing efforts through running approval processes, helping develop collateral and social media
• Assist the head of WMS Southeast Asia across strategic initiatives

Education

• Minimum of a Bachelor’s degree, preferably a major in Business, Management or Social Sciences (other disciplines are also welcome) with strong academic records

Qualifications

• Minimum of 3 years of experience in distribution, business development, product management or client servicing across public and private markets into the private wealth or family office channels
• Proven ability to build relationships through active listening and delivering client service to the highest standards
• Market and investment acumen to understand and articulate alternative investment strategies
• Ability to demonstrate a client centric and outcome focused mindset
• Self-motivated team player with the ability to work collaboratively and effectively in a collegial, fast moving, demanding, and dynamic environment
• Excellent communication skills, both written and verbal, with strong interpersonal ability to build effective relationships
• Strong attention to detail with impeccable integrity and trustworthiness
• Proficiency in business Mandarin

Reporting Relationships

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.