Business Associate, Greater China (Hong Kong & Taiwan Institutional)
Core
Entry-level Business Associate supporting growth and strengthening relationships with institutional clients in Hong Kong & Taiwan.
Role type
Entry-level Business Associate (Institutional Sales Support)
Builds
Institutional client relationships and business development pipelines
Domain
Global Capital Markets / Investment Management
Deliverable
client delivery
Required skills
Prospecting support, meeting lifecycle coordination, client inquiry servicing, database management, event support, stakeholder collaboration
Preferred skills
Knowledge of equity/fixed income/multi-asset products, CFA/CAIA progress, familiarity with diverse cultures
Technologies
Bloomberg, Microsoft Office (Word, PowerPoint, Excel), AI tools
Responsibilities
Coordinate RFPs and pitch materials, prepare for client/prospect meetings, handle client inquiries on products and portfolios, support complex client deliverables, maintain internal client databases, support external client seminars
Seniority
Entry-level, 1-2 years experience or fresh graduate