2+ years of prior experience in asset management / financial services industry client-facing roles
Professional Licenses: SITCA licensing (Senior Securities Specialist or Securities Investment Trust & Consulting Professionals)
Fluency in written and spoken English and Mandarin. Proficiency in Japanese and/or Korean is a strong plus
Excellent interpersonal skills and the ability to build relationships effectively
Strong problem-solving skills and ability to handle multiple requests in a fast-paced environment
Flexible and proactive to challenge status-quo with a keen attention to detail
Good proficiency in Excel & PowerPoint and an aptitude for learning new technologies and applications. Experience in adoption of AI toolset is highly preferred
Proven experience in process improvement is a plus
Detail-oriented and client-focused
Ability to collaborate effectively with stakeholders, manage expectations, and deliver high-quality work on time
Responsibilities
Play a crucial part in driving APAC sales support, making a meaningful impact on client business and contributing to the overall success of regional operations
Prepare internal/client reports, factsheets, and manage essential internal sales support processes
Ensure all deliverables meet business objectives and client requirements with a high level of attention to detail
Collaborate effectively with internal teams and stakeholders to support sales initiatives and internal processes
Prepare accurate proposals, presentations, and supporting documentation for client engagements
Contribute to process improvements that enhance operational effectiveness and client satisfaction
Ideate and support process redesign and automation, using AI and other tools, within the Regional Sales Support Team to achieve streamlined and efficiency goals