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Executive Assistant/Roadshow Coordinator/Marketing Coordinator

Charlotte Frank · Hong Kong

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Job Description

About The Role Our client, a reputable Investment group, is seeking a top-notch Executive Assistant to support with roadshows and marketing activity, as well as support a Senior Executive. Key Responsibilities • Coordinate investor meetings, including in-person and virtual meetings, asset tours, and due diligence sessions across Asia and globally • Support the planning and execution of regional roadshows, including scheduling, preparation of materials, and follow-up actions • Assist with the coordination of investor events such as roundtables, conferences, and group meetings • Prepare and circulate meeting briefing notes and relevant materials for client engagements • Maintain and update client interaction records and investor information in Salesforce and other internal systems • Support the preparation, approval process, and tracking of marketing materials in accordance with internal compliance requirements • Assist in coordinating investor visits, including logistics, meeting schedules, and supporting documentation • Help organize investor group events such as roundtables, working sessions, and conferences • Coordinate with internal teams and external partners to support event planning and execution • Support post‑event and post‑meeting follow-ups where required • Maintain accurate records of investor interactions and ensure timely updates in Salesforce • Assist with maintaining internal trackers for marketing materials and investor engagement activities • Support the preparation of internal reports and dashboards related to investor coverage and marketing activities • Contribute to process improvements, technology initiatives, and operational enhancements where relevant • Provide administrative support including calendar coordination, meeting scheduling, and travel logistics where required • Assist with preparation and organization of internal and external meeting materials • Coordinate with internal stakeholders across teams and regions to facilitate smooth execution of marketing and client engagement activities • Support ad hoc projects and operational tasks as needed

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Charlotte Frank

Hong Kong

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