Associate - Client Service Team at IQ-EQ

Hong Kong Island, Hong Kong, China -

Full Time

Start Date

Immediate

Expiry Date

27 May, 26

Salary

0.0

Posted On

26 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Pipeline Tracking, Sales Administration, CRM System Maintenance, Sales Enablement, Proposal Templates, Engagement Letters, Record Keeping, Communication, Detail-Oriented, Proactive Attitude, Team Player

Industry

Financial Services

Description

Company Description Company Profile Established in 2005, Gordian Capital is Asia’s oldest, largest, institutional fund platform, currently managing in excess of USD$20bn across a number of funds and expanding at a brisk pace. In Singapore, we hold a Capital Markets Services License, are licensed with US SEC as a RIA and are licensed/registered with CSRC (China), FSA (Japan), SEBI (India) and ASIC (Australia). Our Fund Platform provides a regulated, physical and operational infrastructure for experienced investment professionals who wish to be based in Singapore, Tokyo or Hong Kong and our Fund Solutions provides for an advisory relationship with regulated asset/fund managers for where we act as manager to funds in jurisdictions for where they do not have a presence and or are not regulated to act as manager. This allows the investment professionals to focus on their skill set – research, asset selection and portfolio construction, whilst Gordian Capital handles the management and operations of the fund. We operate a variety of structures including hedge funds, long only absolute return funds, private equity, venture capital, real estate, infrastructure, and private credit as well as special purpose vehicles, fund of funds and segregated portfolios. In order to meet the growing demand that we are experiencing, we are looking for operations people with initiative, who have experience in the alternatives business and are interested in growing with our company. Job Description Client Services: Assist in pipeline tracking and sales administration, updating and maintaining accurate records in our CRM system to monitor progress and identify potential opportunities Collaborate with the sales team to enhance sales enablement tools, such as presentations, proposal templates, and sales collateral, to support their efforts and improve effectiveness Keep proper record and constant update on proposal and engagement templates to reflect the latest changes in terms and conditions Work closely with other sales teams to ensure that the proposal and engagement templates correctly reflect the services offered and proper pricing is recorded. Draft engagement letters or addendums Qualifications Qualifications Degree Holder Prior experience in working in financial industry preferred. Excellent written communication skills in both English and Chinese Excellent verbal communication skills in English, Cantonese, and Mandarin Detailed-oriented Proactive working attitude and team player Additional Information OUR COMMITMENT TO YOU AND THE ENVIRONMENT Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. Department: Client Services Type of Hire: Permanent

Responsibilities

The role involves assisting with pipeline tracking and sales administration by updating records in the CRM system to monitor progress and potential opportunities. Responsibilities also include collaborating with the sales team to enhance sales enablement tools and ensuring proposal and engagement templates accurately reflect current terms and pricing.