Client Onboarding & Sales Associate

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

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