Client Executive

About Schroders

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 4,000 people on six continents. And we've been around for over 200 years but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

Who we’re looking for

We’re looking for a Client Executive to join our Client Group team in Hong Kong to provide sales support to Institutional Business and Pension Business teams. 

What you’ll do

• Assist the sales teams in preparing pre-meeting materials for sales presentations
• Assist in client meetings, including pre-meeting preparation, logistics arrangements and making meeting notes if joining in person
• Assist in other sales matters including eDM distribution, RFPs and other ad hoc tasks
• Respond to clients enquiries on product questions (both over the phone or email);
• Assist the team in Salesforce maintenance, such as preparing internal reports, CRM maintenance such as logging client contacts, meeting notes, campaigns etc
• Assist the team in marketing events
• Provide administrative and sales support on market research, projects and other ad hoc tasks;
• In a longer term, able to develop business development capabilities and contribute to the teams long-term strategic growth objectives

Essential Skills / Requirements

• Bachelor’s degree or above in Finance, Accounting, Business or equivalent subjects
• CFA candidate will be an advantage
• At least 2 years of prior experience in global asset management companies or related industry
• Good in both communication and presentation skills
• Enjoys analytical work and finer details
• Proficient in MS Words, Excel, PowerPoint
• Willingness to learn new applications
• Proficient in speaking English, Cantonese and Mandarin is highly preferred. 

We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.