Fund Distribution Sales
1 month ago
- Responsible for building out the fund distribution business with a focus on Intermediaries channel in Greater China
- Work closely with sales team to identify client opportunities, execute client and business development plans and contribute to raising capital
- Deepen relationships with existing Intermediaries and institutions and expand new relationships with prospect Intermediaries and institutions.
- Independently handle throughout the sales process from early-stage engagements, addressing prospect RFI & RFP, investor due diligence, onboarding and liaising with internal stakeholders
- Assist on the planning, management and execution of fundraising roadshows, marketing campaigns and client events
- Maintain key client database, background and contact information via CRM systems and regularly update senior management with opportunities/issues
Requirements:
- At least 7+ years of experience working with Intermediaries and Private Banking channels in a similar capacity, with prior experience in covering HK and Taiwanese markets
- Strong written and verbal communication skills in both English and Chinese (Cantonese and Mandarin fluency)
- Holders of SFC Licenses Type 1 and 4 are preferred.
- Customer-focused, self-motivated and independent with strong problem-solving skills and excellent interpersonal skills.
- Strong technical skills and knowledge on financial products and investment are critical for this role
- Bachelor's Degree preferably in Finance, Business Administration, or related field.
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Asset Management
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