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 pipeline
Domain
Global Capital Markets / Investment Management
Deliverable
client delivery
Required skills
Business development support, client meeting coordination, client inquiry servicing, internal database management, event logistics support, stakeholder collaboration, prospecting support, RFP coordination, pitch material coordination, follow-up management, market/investment query handling, bespoke client request support, non-standard process support, internal network building, multi-tasking, time management, attention to detail, analytical orientation, problem-solving, organization, passion for learning capital markets, knowledge of equity/fixed income/multi-asset products, proficiency in Bloomberg, proficiency in Microsoft Office (Word, PowerPoint, Excel), AI tool leverage
Preferred skills
Postgraduate work, CFA/CAIA progression, Korean language skills
Technologies
Bloomberg, Microsoft Office, AI tools
Responsibilities
Support business development managers with live opportunities, RFPs, and pitch materials; Coordinate and prepare for client/prospect meetings; Handle client and prospect inquiries on products, strategies, and portfolios; Support relationship managers on complex client deliverables; Maintain internal client databases and track business metrics; Support external client seminars and events; Build internal network relationships and manage stakeholders
Seniority
Entry-level, 1-2 years experience or fresh graduate