Client Analyst (Sales Support) – Intermediary

From the original posting

About the Role A sales support role working closely with the Hong Kong Intermediary Sales team to service retail and private bank distributors, coordinate client-facing activities, and manage day-to-day sales operations. Key Responsibilities Handle daily enquiries and ad-hoc requests from intermediary clients and distributors Maintain client records, meeting notes, and activity tracking via Salesforce Manage full logistics for PM roadshows, client seminars, adviser events and daily branch visits Prepare and update a variety of sales and marketing collaterals including presentations, sales…