Institutional Sales Senior Manager/Director/Executive Director – Asset Management
5 months ago
Responsibilities:
- Business development, prepare due diligence questionnaires, RFP/RFI, and work closely with investment, product, middle office, operation, legal and compliance teams;
- Customer service of both institutional, wealth management platform and retail distribution, be responsible for middle-office work such as account opening, periodical reports, as well as customer needs;
- Participate in various marketing promotion and event planning, collect data, prepare marketing materials, and carry out market research;
- Liaise with different departments to resolve KYC/AML and other matters;
- Provide support in ad hoc projects.
Qualifications:
- Master's degree or above; Majors in finance, economics, management and other related majors are preferred;
- Minimum 3 years of relevant sales experience
- Have good comprehensive ability in writing, data processing, material production, etc., be proficient in MS office software,
- Be conscientious, with good learning ability, strong execution ability; be responsibility and pressure resistance.
- Fluent spoken and written in English, Cantonese and Mandarin.
工作职责:
1. 负责香港市场机构/渠道客户的开拓、维护与服务工作,包括对客户的走访、向客户提供投资建议与市场咨询,安排客户会议、路演和投资者活动、维护良好的客户关系、处理客户查询和售后等事宜;
2.处理产品评估流程和营销材料如RFP、DDQ 和 Pitch Books等;
3.围绕公司整体营销方案,负责制定销售计划,并具体贯彻落实;
4.与团队紧密合作,为客户提供全面服务。
任职资格
1. 硕士及以上学历,经济、金融专业优先;
2. 3年以上香港金融行业机构/渠道销售经验;
3. 深厚的基金、投资产品和资产管理相关知识;
4. 有责任心和良好的团队合作精神;
5. 具有较强的人际交往能力、富有激情,有志于从事市场销售工作;
6. 流利的书面和口头英语和普通话能力,精通粤语者优先。
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