About the role
FinEx AI summary
A junior client coverage role reporting to the Managing Director, growing State Street Investment Management's intermediary business across Greater China, primarily Hong Kong with support for Taiwan, Macau and China. About half the time is spent on phone-based client engagement and follow-up, with a target of 25-30 client meetings monthly. Responsibilities include building intermediary relationships…
Core skills
relationship managementclient coveragephone-based outreachpipeline managementsales cycle managementSalesforce