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Regional Client Solutions Senior Manager

2 weeks ago

Hong Kong, Central and Western District, Hong Kong SAR China Polymath Search Full time
Regional Client Solutions Senior Manager (Investment Sales focused) - Top-Tier Global Financial institution- Location: Hong Kong or Singapore

We are partnering with a fast-expanding Global Financial Institution in Hong Kong/ Singapore and they are seeking a seasoned professional to be part of their regional client solutions team. Being a senior member of the team, you will help in developing the business strategy with a focus on Wealth Manager. To succeed in this role, you should have extensive knowledge in the private market/ alternatives products and have solid experience in client acquisition, promoting funds, building client relationships, facilitating transactions and also providing market insights.

Responsibilities of the role:

  • Facilitating Transactions : to build and maintain a strong, sustainable pipeline of prospective clients while fostering deep relationships with both clients and prospects, navigating complex negotiations within a multi-stakeholder sales process.
  • Market Insights : to educate clients on Private Markets and Alternative investment products, providing insights on market trends and analysis while effectively communicating the firm's investment solutions and capabilities to clients and partners.
  • Continuously gather and share insights on the competitive landscape, investor preferences, and market trends with colleagues worldwide.

Requirements of the role:

  • Strong academic background in relevant field.
  • Over 16 years of extensive experience in the Asset or Wealth Management industry , with a proven track record in client relationship development and management.
  • Must hold an SFC license as a representative for Type 1 and 4 activities. (if candidate is based in Hong Kong)
  • Significant experience in marketing private markets and alternative investment funds to the private wealth sector, with a strong understanding of the distribution model is highly preferred.
  • Entrepreneurial mindset with exceptional problem-solving and analytical abilities.
  • Outstanding presentation, verbal, and written communication skills, with the ability to build trust and effectively manage and influence stakeholders at all levels.
  • Highly collaborative, with a strategic approach to business opportunities and client management.
  • Self-motivated, independent, and adaptable to a fast-growing, entrepreneurial environment, with a proactive, hands-on attitude.

Application Process: If you have relevant experience and are interested in having a confidential discussion, please forward your CV to We regret that only shortlisted candidates will be contacted.

SG EA Licence No | 23S2043 HK EA Licence No | 77264 Registration No | R2411975

Seniority level
  • Director
Employment type
  • Full-time
Job function
  • Business Development, Sales, and Other
  • Investment Management and Financial Services
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