Job ref no.: CT3114388-01#4961

Investment Management, Sales Assistant / Support, Associate, Hong Kong

Morgan Stanley

Job Scope / Description:

  • Respond to general enquiries from both internal and external clients
  • Prepare daily sales reports (HK & Taiwan); liaise with operations/accounting team to remediate discrepancies 
  • Generate daily peers analysis or other ad hoc analysis reports from Bloomberg and Morningstar
  • Create and maintain sales pipelines and client contacts in salesforce 
  • Obtain EnC approval for all sales events, including roadshow & client event in HK & Taiwan, sponsorship, festival gifts (Mid-Autumn; Christmas; Chinese New Year); marketing premiums & collaterals
  • Distribute bi-weekly, monthly & quarterly MS INVF fund factsheet, commentary, presentation deck and marketing collaterals to existing and prospect clients
  • Gather fund performance data and update team’s client introduction booklet 
  • Coordinate portfolio review meeting logistics and delivery of presentation materials 
  • Coordinate with client services team and provide data for selected clients/consultants customized quarterly/semi-annually fund template request.
  • Liaise with compliance team to ensure the marketing materials meet compliance and regulatory standard
  • Assist in RFP/RFI/due-diligence: coordinate with BDS team, printing of final package and arrange delivery
  • Liaise between client service team and other internal teams on issues of account setup and mapping at FPod and Salesforce
  • Lead Taiwan institutional luncheon event planning with our master agent
  • Provide support to MSIM event and conferences
  • Provide administrative support to the team, included but not limited to: calendar management, travel & logistics arrangement, expense reimbursement and vendor invoicing, printing and binding of presentation materials, set up conf call/VC meetings, and phone coverage, order of stationery
  • Work with marketing team on production & delivery of marketing premiums, desk diary, desk calendar, CNY red packet, festival gifts for clients
  • Other ad hoc projects

Background / Experience desired: ĦH General office skills (typing, filing, phone skills, etc.) requiredĦH Proficiency in MS Word, Excel & Outlook requiredĦH Sales support background is highly preferredĦH Excellent time management and prioritization skillsĦH Be able to work independently as well as part of a strong teamĦH Salesforce experience preferredĦH Strong communication skills are a mustĦH Candidate must be a quick learner with a positive attitudeĦH Can type ChineseĦH Fluent English / Cantonese / Mandarin speakerĦH Knowledge of using Bloomberg & Morningstar. SFC Type 1 License

Education Degree or equivalent experience

Functional / Ideal Experience 

Functional Sales & Service/Sales administration, support, reporting/1-3 Years Functional 

Administration / Operations/Document production & distribution/1-3 Years

Additional Information

We are looking for a self-starter who sees what needs to get done & gets it done right effectively. The ideal candidate works well in a team environment & thrives on variety, efficiency & challenge. The successful candidate will possess the ability to handle multiple tasks simultaneously, change priorities as needed. This person willingly takes ownership and accountability for own actions in support of customer requests, stay on top of daily tasks meeting required turn around times & follow them to resolution.

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More job information
Job ref no. CT3114388-01#4961
  • N/A
Job Function
Employment Term
  • Full-time
  • 1 year - 3 years
Career Level
  • Entry level
  • Degree