growth, penetration and marketing of mandates & discretionary portfolios Assume the mandate specialist to attend clients... Degree holder with at least 5 years of relevant sales support experience acquired from International Private Banks, Global...
investors Requirements Degree holder with at least 4 years of relevant sales support experience acquired from International... Institutional Clients and Family Office Exposure Job Duties Contribute to the growth, penetration and marketing of mandates...
strategy, preparing relevant marketing materials, positioning suitable products, coordinating sales and execution..., and monitoring portfolio performance. Maintain regular contacts with clients via calls, meetings and any other marketing events...
Client Services Assistant Manager/Manager, Asian-Based Family Office Expansion Headcount in the HK Office Sales... and Family Office Exposure Contribute to the growth, penetration and marketing of mandates & discretionary portfolios Assume...
and commercialization of the fund services products; Conduct product planning, product lifecycle management, and marketing to support... regulations/infrastructure, market practices or through synergies with other product groups; Act as a product specialist to the...
or Business Management. At least 3 years successful experience in CRM system management or Marketing/Sales specialist position... closely with Sales and Marketing teams to develop and implement Segmentation & Targeting strategies, ensuring alignment...
schedule. Manage the project Issues and Risks. Take over newly awarded project from Sales Specialist (SS) and Sales Engineer... sales specialist personnel in the qualification of Major Account customer needs and performing pre‑demo needs analysis...
& Portfolio Specialist teams to ensure the continued viability of client objectives and to ensure coordination of a client...'s overall strategies and needs. Actively participate in marketing and promotional activities for customer acquisition...
and economic environment, and collaborate with cross-functional stakeholders, including the investment team, sales, marketing...-related teams to enhance client communication and drive sales efforts. Represent the investment teams (including indexing...
and economic environment, and collaborate with cross-functional stakeholders, including the investment team, sales, marketing...-related teams to enhance client communication and drive sales efforts. Represent the investment teams (including indexing...