Client Services, Analyst

  • Competitive
  • Hong Kong
  • Permanent, Full time
  • Conning Asia Pacific Limited
  • 12 Feb 18 2018-02-12

The Institutional Clients Group (“ICG”) is responsible for managing sales of Conning products and client service for institutional clients in the Asia Pacific region. A heavy focus on handling significant institutional client services and promoting Conning brand and investment expertise. The ideal candidate will ensure output quality, data accuracy and generate content in a timely manner.

Essential Responsibilities

  • Work closely with senior sales team to support the end-to-end sales of financial products or technology to prospects;
  • Relationship support on all China related queries
  • Work with the operational resources of the firm to meet clients’ needs
  • Effectively convey different aspects of Conning’s expertise to Chinese institutional clients
  • Maintain client database, support the creation and maintenance of presentation materials, such as product proposals, RFPs.
  • Liaise and collaborate with internal departments to advocate for ICG initiative


Key Skills & Experience Required

  • Cultural proximity to Chinese clients
  • Finance related educational background preferred but not essential
  • Excellent oral and written communication skills. Fluency in both English and Mandarin is a pre-requisite
  • Organized, with an ability to multi-task
  • Attention to details
  • Demonstrated ability to work well as part of a team and excel in a fast-paced, high-intensity environment; and
  • May be required to travel and/ or work overtime when necessary to meet objectives


For any interesting party, please send your CV to


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Conning ( is a leading global investment management firm with a long history of serving the insurance industry. Conning supports institutional investors with investment solutions, asset management offerings and risk analytics and consulting services. Conning manages more than $117 billion* in global assets through its offices in Asia, Europe and North America.

Conning believes in providing tailored investment solutions through a partnership approach with our clients which allow us to function as an integrated part of their investment framework. Our team of experts build highly integrated, strategic solutions designed to enhance the portfolios of our clients. We aim to enhance the financial strength of our clients by delivering superior investment performance, customized solutions and exceptional client services.

*As of September 30, 2017, represents the combined global assets under management for the affiliated firms under Conning Holdings Limited, and Cathay Securities Investment Trust Co., Ltd. ("SITE"). SITE reports internally into Conning Asia Pacific Limited, but is a separate legal entity under Cathay Financial Holding Co., Ltd. which is the ultimate controlling parent of all Conning entities.