Associate, Client Services at IQ-EQ

Hong Kong Island, Hong Kong, China -

Full Time

Start Date

Immediate

Expiry Date

31 Mar, 26

Salary

0.0

Posted On

31 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Administration, CRM Management, Sales Enablement, Proposal Drafting, Engagement Letters, Communication Skills, Detail-Oriented, Proactive Attitude, Team Player

Industry

Financial Services

Description

Company Description IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. Job Description 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 Degree Holder of any discipline 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 At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices. What we offer Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile Wellbeing: additional social benefits such as private health and dental cover, life assurance and etc Annual leave: our employees are entitled to 25 days paid leave plus all statutory public holidays Maternity and paternity leave, education leave and etc Department: Client Services Type of Hire: Permanent

Responsibilities

Assist in pipeline tracking and sales administration while maintaining accurate records in the CRM system. Collaborate with the sales team to enhance sales enablement tools and ensure proposal templates reflect the latest terms and conditions.