Role Purpose
Based in Hong Kong, this role provides dedicated support to Aberdeen's Wholesale and Institutional businesses across Greater China, including Hong Kong, China and Taiwan. The position plays a critical role in enabling business growth through sales support, client servicing, consultant engagement and fund research relationship management.
The successful candidate will work closely with sales, investment specialists, product, marketing and client service teams to support distribution efforts, enhance operational efficiency and strengthen Aberdeen's relationships with key fund research houses and consultants, including Morningstar.
This is an exciting opportunity to contribute to the continued growth of Aberdeen's Greater China franchise while gaining broad exposure across wholesale, institutional and strategic distribution channels.
Requirements
Minimum 2 years' experience within financial services, preferably asset management
Strong interest in financial markets, investment funds and asset allocation solutions
Excellent communication and interpersonal skills in English and Chinese (Cantonese and Mandarin preferred)
Experience with Salesforce or other CRM systems preferred
Key Responsibilities
Sales Support (Wholesale & Institutional)
Provide dedicated support to the Wholesale and Institutional sales teams across Greater China.
Coordinate the preparation of client presentations, investment proposals, due diligence questionnaires (DDQs), RFPs, RFIs and other client materials.
Support pre-meeting preparation, including gathering market intelligence, portfolio information and customised presentation content.
Coordinate post-meeting follow-up actions, client requests and information delivery.
Assist in developing client-facing messaging, sales materials and campaign content while ensuring compliance approvals are obtained.
Liaise with investment specialists, product teams and subject matter experts to support client enquiries and business development initiatives.
Support distributor onboarding, institutional mandates and ongoing client servicing activities.
Ensure accurate maintenance of client and prospect information within Salesforce.
Support local client events, webinars, roadshows and marketing initiatives across the region.
Generate sales reports, pipeline analysis and business intelligence to support management decision-making.
Fund Research & Consultant Relations
Coordinate fund reviews, analyst meetings and information requests with research providers and consultants.
Maintain strong working relationships with research analysts, consultants and ratings agencies.
Coordinate consultant database updates, due diligence submissions and ongoing review processes.
Partner with investment, product and sales teams to ensure consultants and research providers receive timely and accurate fund information.
Monitor consultant feedback, fund ratings and research commentary, providing insights to support product positioning and distribution strategies.
Regional & Strategic Projects
Collaborate with broader APAC sales support teams to share best practices and drive operational efficiencies.
Provide backup support to regional sales support functions as required.
Participate in strategic projects that support wholesale and institutional business growth across Greater China and APAC.
Support initiatives related to new fund launches, platform approvals, consultant reviews and distribution opportunities.
We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.
If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.