Associate Director, Client Solutions
Core
Sales support and coordination role enabling business development for investment services in Greater China.
Role type
Associate Director, Client Solutions (Sales Support)
Builds
Investment portfolios for endowments, foundations, pension plans, and UHNW private clients
Domain
Global Asset Management / Investment Consulting
Deliverable
client delivery
Required skills
business development, RFP response, CRM management, background research, proposal writing, meeting coordination, ecosystem mapping, relationship management
Preferred skills
Greater China market network, Cantonese fluency, Mandarin fluency
Technologies
CRM systems, PowerPoint
Responsibilities
Source new leads and coordinate coverage of opportunities; conduct basic research and respond to RFPs; create introductory materials and briefing documents; track activity in CRM; support brand-building at networking events; coordinate engagement plans with investment teams; schedule and rehearse client meetings; update CRM and report trends.
Seniority
Senior, hands-on IC