Responsibilities:
A) Supporting head of institutional business division
¨ General administration of IBD division - visitors support, arrange meetings and venues, travel arrangements if necessary.
¨ Handling IBD invoices payments via internal accounting system.
¨ Support marketing activities/client events such as seminars and forums, invitations, RSVPs, materials.
B) Supporting to the sales
¨ Administrative support to sales teams, including meeting arrangements, preparing and maintaining sales materials. Prepare and arrange quarterly meetings reports and make sure clients receive materials by meetings.
¨ Arrange necessary compliance reviews and checks for sales materials.
¨ Sending periodical or ad-hoc information/material to the clients and the prospects.
¨ Client (incl. prospects) information/data maintenance including arrangement for congratulatory telegrams and seasonal greeting cards.
¨ Email deliveries for monthly reports, institutional investment strategy reports and others.
¨ Data management - Index, Performance monitor, handling sales enquiries, peer analysis with eVestment, product performance data analysis.
¨ Closely communicate with stakeholders in overseas for sales forums for arrangements.
¨ Check public calls on their HP for public pension teams.
¨ Expense reimbursements.
¨ Arrange reservations for dinners and lunches for clients with necessary internal application procedures to comply with local requirements.