Sales Associate
7 days ago
Responsibilities:
- Collaborate with team and service providers to ensure client's requests, respond to, and satisfy customer needs in a timely and professional manner.
- Maintain current distribution channels and existing investors for investment products managed by CMBIAM;
- Manage all aspects of sales life cycle, coordinate client meetings, roadshows, initiate sales activities, prepare meeting materials, assist client onboarding, etc;
- Identify business opportunities, collect market intelligence;
- Provide support for regular administrative works of the department.
Job Requirements:
- Bachelor or above degree in Finance, Business Administration or related disciplines;
- 2-6 years relevant work experience in client service, financial services or banking industries preferable;
- Outstanding relationship-building, communication, and presentation skills;
- Understanding of private equity funds and other types of alternative investment funds is preferred;
- Able to adapt to fast changing environment, organized and detailed-oriented. Strong interpersonal and communication skills in dealings with investors and team;
- Demonstrated proficiency in MS Office (Excel, PowerPoint, Word).
- Proficient in spoken and written English and Chinese (Mandarin), Cantonese would be valuable.
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