Our client is an Asia-based securities platform with a growing asset management business. As part of its continued expansion, the firm is seeking a dynamic professional to support institutional client coverage, fund marketing initiatives, and business development activities across the region.
Key Responsibilities
- Support the management and development of relationships with institutional investors, external distributors, intermediaries, and high-net-worth clients.
- Prepare and maintain client-facing materials, including investment presentations, fund updates, marketing collateral, due diligence questionnaires, and sales literature.
- Conduct market and competitor analysis, including fund performance reviews, product positioning assessments, and industry trend monitoring to support strategic initiatives.
- Partner closely with investment, legal, compliance, and operations teams to facilitate product launches and ongoing fund management activities.
- Assist in the establishment and maintenance of investment vehicles and bespoke mandates, including segregated accounts and offshore fund structures.
- Coordinate documentation processes and support the preparation and review of investment management agreements, offering documents, and related regulatory materials.
- Contribute to client servicing efforts and support business growth through new product and distribution initiatives.
Requirements
- Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related discipline.
- 3-6 years of experience within asset management, private banking, wealth management, institutional sales support, client servicing, product management, or investment operations.
- Strong understanding of investment products, fund structures, and institutional client servicing processes.
- Proficiency in Bloomberg, Microsoft Excel, PowerPoint, and other business reporting tools.
- Excellent organizational skills with the ability to manage multiple projects and stakeholders simultaneously.
- Strong communication and interpersonal skills, with experience collaborating across investment, compliance, legal, and operations functions.
- Fluency in English is required. Mandarin language capabilities would be advantageous due to regional stakeholder interactions.

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