Sales Assistant ( Private Wealth Management )

Osmium Consulting Group Limited; Hong Kong; Presencial; HKD 360.000 - 480.000; Jornada completa

Descripción de la vacante

Osmium Consulting Group Limited in Hong Kong seeks a motivated Client Relations Assistant to support senior relationship managers in maintaining and expanding key client relationships. You will prepare client reports, manage client data, participate in meetings, and assist in sales and marketing activities while monitoring market trends to provide actionable insights.

You will liaise with internal stakeholders, ensure data accuracy, and deliver timely responses to inquiries, contributing to

Formación

• 3 years of relevant work experience; prior customer service or ARM exposure is a plus.
• Excellent communication and interpersonal skills with internal and external stakeholders.
• Strong analytical and problem-solving abilities in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) with data analysis skills.

Responsabilidades

• Assist senior relationship managers in maintaining and expanding client relationships.
• Prepare client reports and proposals, providing market analysis and business insights.
• Manage and update client data, ensuring accuracy and completeness.
• Address client inquiries and issues with prompt and effective solutions.
• Participate in client meetings, document notes, and follow up on actions.
• Support sales and marketing activities and assist in business development plans.
• Monitor market trends and competitive dynamics to inform strategies.

Conocimientos

Relationship management

Communication

Analytical skills

MS Office

Herramientas

Excel

PowerPoint

Word

Descripción del empleo

Assist senior relationship managers in maintaining and expanding client relationships, ensuring client needs are met.

Prepare client reports and proposals, providing market analysis and business insights.

Manage and update client data, ensuring accuracy and completeness.

Address client inquiries and issues, providing prompt and effective solutions.

Participate in client meetings, document meeting notes, and follow up on action items.

Support sales and marketing activities, assisting in business development plans.

Monitor market trends and competitive dynamics, providing feedback to support business strategies.

Qualifications

3 years of relevant work experience; prior customer service or ARM experience is a plus.

Excellent communication and interpersonal skills, able to collaborate effectively with internal and external stakeholders.

Strong analytical and problem-solving abilities, capable of working in a fast-paced environment.

Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) with data analysis skills.

Fluent in both written and spoken English; additional language proficiency is a plus.