Responsibilities:
Overall liaison and project management
- Structure complex and strategic problems for the B2B (Business-to-Business) team
- Support end-to-end B2B operations, including BU budget planning and cross-BU project coordination.
- Define clear hypotheses to identify new opportunities, and build business cases and monitor existing data that will inform and influence the direction of the sales team
- Manage projects and execute business tasks according to the defined plan and drive the sales team and cross-teams to generate sales output
Sales Enablement & Analytics
- Prepare sophisticated sales materials (pitch books, product presentations, market commentary)
- Maintain product databases and update pricing/yield curves across platforms
- Generate customized client portfolio analysis and performance reports
- Support RFP/RFI responses and client proposal development
- Prepare competitive intelligence briefings and market analysis
Process Optimization & Systems Management
- Master and optimize CRM systems (Salesforce, proprietary platforms)
- Develop and automate sales support workflows and reporting tools
- Create and maintain Standard Operating Procedures (SOPs)
- Provide system training and support to sales teams
- Participate in system enhancements and user acceptance testing
Cross-functional Coordination
- Collaborate with Trading, Operations, Risk, Compliance, Legal, and Finance departments
- Interface with Product teams for new product launches and updates
- Coordinate with Legal on ISDA/CSA documentation and amendments
- Work with technology teams to enhance client service platforms
Client Service & Relationship Support
- Serve as primary operational contact for institutional clients (asset managers, insurance companies, banks, etc.)
- Facilitate client onboarding, account maintenance, and documentation updates
- Coordinate client meetings, roadshows, and due diligence sessions
Requirements:
- Bachelor's degree or above from a top-tier university in Finance, Economics, Business, or related field
- 5+ years relevant experience, with team management experience preferred
- Understanding of capital markets and financial products (fixed income, derivatives, structured products)
- Fluent in English and Mandarin (written and spoken)
