Responsibilities
Coordinate business travels, prepare presentation deck for client engagement Assist in gathering and verifying client documentation for onboarding, periodic reviews, and trigger events Support communication between sales team and internal departments Prepare and maintain reports to monitor sales initiatives Support broader business initiatives Handle ad-hoc projects Requirements University graduate in Business Administration, Finance or related disciplines Minimum 3 years of experience within a financial services firm, experience in KYC/Sales Support will be preferred Strong analytical thinking, attention to detail, and a proactive, hands-on attitude Excellent PC skills with good understanding of MS Office (Excel, PowerPoint, Word) Ideally with HK SFC Type 1 License Proficiency in English, Cantonese and Mandarin