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Hong Kong, Hong Kong Island, Hong Kong S.A.R. · On-site
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Provide sales support to the Hong Kong Intermediary Sales team by servicing retail and private bank distributors and managing day-to-day operations. Responsibilities include coordinating client events, preparing marketing collaterals, and producing fund reports.
Requires prior experience in asset management or client servicing with strong knowledge of investment products. Candidates must hold HKSI or SFC licenses and be fluent in Cantonese, English, and Mandarin.
About the Role
A sales support role working closely with the Hong Kong Intermediary Sales team to service retail and private bank distributors, coordinate client-facing activities, and manage day-to-day sales operations.
Key Responsibilities
Handle daily enquiries and ad-hoc requests from intermediary clients and distributors
Maintain client records, meeting notes, and activity tracking via Salesforce
Manage full logistics for PM roadshows, client seminars, adviser events and daily branch visits
Prepare and update a variety of sales and marketing collaterals including presentations, sales flyers, one pagers, and fund emailers
Coordinate DDQs, RFPs, ongoing due diligence reviews
Produce weekly and ad-hoc fund reports using Bloomberg/Morningstar; manage content via Seismic
Process T&E reports, invoices, and travel arrangements
Act as key coordinator on behalf of the sales team with colleagues in various other functions/departments to fulfill the work tasks
Requirements
Prior experience in asset management, intermediary sales, or client servicing
Strong knowledge of investment products across asset classes
Proficient in Salesforce; Bloomberg, Morningstar, and Seismic a plus
HKSI Paper 1, 7 & 8 or SFC Type 1 & Type 4 license (or equivalent)
Native Cantonese; fluent English and Mandarin
University degree in Finance, Business, or related field preferred
Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [email protected].
Learn about the Applicant Privacy Notice.
Neuberger is an employee-owned, private, independent investment manager founded in 1939 with approximately 3,000 employees across 26 countries. The firm manages $567 billion of equities, fixed income, private markets, real estate and hedge fund portfolios for global institutions, advisors and individuals. Neuberger's investment philosophy is founded on active management, fundamental research and engaged ownership. The firm is proud to be recognized for its commitment to its two constituents, clients and employees. Again this past year, we were named Best Asset Manager for Institutional Investors in the U.S. (Crisil Coalition Greenwich) and the #1 Best Place to Work in Money Management (Pensions & Investments, firms with more than 1,000 employees). Neuberger has no corporate parent or unaffiliated external shareholders. The "Neuberger" name and logo are service marks of Neuberger Berman Group LLC. Visit www.neuberger.com for more information, including www.nb.com/disclosure-global-communications for information on awards. Data as of March 31, 2026.
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There are currently 121 open administrative positions in Hong Kong, Hong Kong S.A.R. listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Taught Postgraduate Studies @HKBU, West Kowloon Cultural District Authority, HSBC, The Hong Kong Jockey Club, Department of Computer Science and Engineering, The Hong Kong University of Science and Technology, among others. Browse the listings above to see every active employer.
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