Associate - Client Service Team

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

Client Services:

• Assist in pipeline tracking and sales administration, updating and maintaining accurate records in our CRM system to monitor progress and identify potential opportunities
• Collaborate with the sales team to enhance sales enablement tools, such as presentations, proposal templates, and sales collateral, to support their efforts and improve effectiveness
• Keep proper record and constant update on proposal and engagement templates to reflect the latest changes in terms and conditions
• Work closely with other sales teams to ensure that the proposal and engagement templates correctly reflect the services offered and proper pricing is recorded.
• Draft engagement letters or addendums

Qualifications

• Degree Holder
• Prior experience in working in financial industry preferred.
• Excellent written communication skills in both English and Chinese
• Excellent verbal communication skills in English, Cantonese, and Mandarin
• Detailed-oriented
• Proactive working attitude and team player

OUR COMMITMENT TO YOU AND THE ENVIRONMENT  

Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.  

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. 

Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential.  Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.

We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.