Credit Suisse Market Prospect Management #107891 in Hong Kong, Hong Kong

  • Develop and see through systematic and structured approach on business development and prospect engagement

  • Establish and identify avenues to generate potential warm sources of leads, coordinate and allocate leads to suitable RMs

  • Create and maintain an updated and comprehensive mapping of wealth universe

  • Manage Market Group pool of prospects through MyWorkplace database. Assisting to screen and uphold market purity.

  • Screen, mitigate, escalate and resolve identified conflict cases.

  • Maintain discipline approach to prospect profiling among Relationship Managers (RM); Access quality and verify integrity of information on prospect profiling.

  • Work with central marketing team to coordinate prospect related events; Including identifying, establishing and distributing warm source of leads to appropriate teams

  • Create, track and maintain prospect conversion tracking on various initiatives. Support Market Segmentation prospecting efforts

  • Organize and chair prospect related meetings, shortlist profiles for discussion. Invite appropriate business partners to meetings

  • Support market segmentation prospecting efforts; Consolidate and analyze result on prospecting events at team, markets and market group level on monthly basis

  • Support and play active role in client initiatives – mapping and identifying gaps. Take ownership of profiling of clients and coordinated IB/PB collaboration effort e.g. NNA referral, IPO opportunities and block trades, etc.

Ethics and Control - Key Values Objective:

  • Recognizes the importance of the Key Values of Credit Suisse, which are integrity, responsibility, respect, compliance,confidentiality, risk culture, service and excellence, sustainability, cooperation and commitment as in the code of conduct, and demonstrates them in his/her behaviors and attitudes.

  • Acts as a role model for the values, always upholding them and ensuring others live up to the same standards; refuses to tolerate inappropriate behavior in self or others.

  • Acts in ways that support a culture in which others are held to the highest standards of integrity, ethics, and risk management.


  • Solid work experience in supporting senior members in Wealth Management business is highly preferable

  • Excellent organizational skills, high sensitivity to figures, accuracy and attention to details

  • Sound communication skills, both written (English & Chinese) and oral (fluent English, Cantonese and Mandarin essential).

  • Fast working, high energy and enthusiasm essential

  • Demonstrate initiative and have a flexible and positive attitude

  • Able to work independently, effectively and efficiently, work under pressure and meet deadlines

  • Strong computer skills - MS Word, Excel and PowerPoint

  • Flexible and mature approach to work; willing to learn new ways of doing things

  • Passionate about the role and willing to work outside normal office hours

  • Team spirit with strong sense of commitment to all team members.

  • Able to treat information in strictest confidence

Title: Market Prospect Management #107891

Location: Hong Kong-Hong Kong-Hong Kong

Requisition ID: 107891