Associate, Client Services

IQ-EQ

  • Sheung Wan, Hong Kong
  • Permanent
  • Full-time
  • 9 days ago
Company DescriptionIQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.Job Description
  • Assist in pipeline tracking and sales administration, updating and maintaining accurate records in our CRM system to monitor progress and identify potential opportunities
  • Collaborate with the sales team to enhance sales enablement tools, such as presentations, proposal templates, and sales collateral, to support their efforts and improve effectiveness
  • Keep proper record and constant update on proposal and engagement templates to reflect the latest changes in terms and conditions
  • Work closely with other sales teams to ensure that the proposal and engagement templates correctly reflect the services offered and proper pricing is recorded.
  • Draft engagement letters or addendums
Qualifications
  • Degree Holder of any discipline
  • Prior experience in working in financial industry preferred.
  • Excellent written communication skills in both English and Chinese
  • Excellent verbal communication skills in English, Cantonese, and Mandarin
  • Detailed-oriented, proactive working attitude and team player
Additional InformationAt IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.What we offer
  • Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
  • Wellbeing: additional social benefits such as private health and dental cover, life assurance and etc
  • Annual leave: our employees are entitled to 25 days paid leave plus all statutory public holidays
  • Maternity and paternity leave, education leave and etc

IQ-EQ