Sales & Relationship Management Associate - Hong Kong

MFS Investment Management
Hong Kong, Hong Kong
16 Aug 2022
30 Aug 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.

What you will be responsible for:

Provides overall management and administrative services to the HK office of MFS. Primary role is to support the Managing Director, HK & Southeast Asia at the HK office in addition to the sales and relationship managers in managing relationships with MFS' clients and sales prospects by providing outstanding service. In addition to provide a variety of administrative duties that are time sensitive and requires high level of accuracy and care.
  • Assist in production and delivery (local and overseas) of marketing/ pitch books and client review books in a time sensitive manner.
  • Review books: Coordinate production for client review books for MFS HK's, Korea's and Southeast Asia's separate account clients working with the Senior Sales and RM Associate, reporting teams, desktop groups, Institutional Portfolio Managers, Product Managers and Relationship Managers. Assists in editing and translation (English to Traditional Chinese Characters and vice versa) of some contents in client review books whenever necessary and in accordance with clients' request and checklist
  • Source, proof, edit and provide content updates as needed in marketing materials created for MFS' HK, Korea and Southeast Asia region. Responsible for ensuring all production deadlines are met, the agenda and act as central coordinator for marketing materials targeted at both prospects and existing clients.
  • Responsible for the record keeping of client's data in C360 for all sales and business activities in HK, Korea & Southeast Asia region.
  • Maintain a database of new business opportunities and prospects and produce summary reports on such activities when needed.
  • Ensure organization information, contact details and the distribution list for reqular marketing materials in C360 are up to date and accurate.
  • Assists to compile annual institutional AUM data for HK and Southeast Asia region from public information. Assists in gathering information on prospects and clients and products for background information.
  • Assist in booking travels, hotels, restaurants, making courier arrangements.
  • Assist in all logistics regarding business trips (including itinerary background information etc.) and conferences.
  • Assist in processing expenses of the distribution team.
  • Anticipate client and sales people's needs.
  • Communicate messages efficiently and check emails and update review meetings, prospects and internal appointments on the calendar in a timely manner throughout the working day.
  • Assist the team in marketing activities such as sponsorship of industry and client conferences, preparation of marketing materials and all logistics relating to such activities.
  • RFP/ RFI/ finals production: Occasionally, assist in producing hard-copy RFP/RFI & finals.
  • Assist Responsible Officer in regular submission of monthly, quarterly and annual surveys and liaison with internal teams.
  • Performs a variety of administrative and secretarial duties which may be complex in nature to assist Responsible Officer of the HK office and to ensure smooth and efficient office operations.

• Strong verbal communication skills in Cantonese, Mandarin and English • Able to work under minimum supervision • Meticulous • Self-starter with high level of initiative and a strong team player • Deadline driven • Ability to do multi-tasking without losing focus • Highly organized and ability to plan ahead • Ability to adjust and cope with uneven/unpredictable work flows • Willingness to work hard • Excellent written communication skills in Chinese (Traditional) and English • Proficient in Microsoft Office (Power point, Excel, Word, Mac) PREFERRED REQUIREMENTS :

• Diploma in business related studies • Minimum 2 years' work experience in similar roles • Understanding of the financial markets will be a plus • Knowledge of Korean language will be a plus


What we offer:
At MFS, we view our employees as family - and like you, we want our family happy and healthy. That's why we provide competitive benefits programs and family-friendly policies which support the work-life balance needs of our employees.

MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting .

If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email for assistance.

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the EEO is the Law document and Pay Transparency Nondiscrimination Provision , linked for your reference.

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