Wealth Management Cube Ltd | Institutional Fund Sales
5 days ago
Wealth Management Cube is the largest Hong Kong based B2B focused fund and OTC products distribution platform. We are looking for an institutional fund sales professional who can build strong relationships with our existing B2B customers and other financial services providers including brokerage firms, family offices, EAMs, insurance companies, trust, private banks, and wealth management companies to ensure they receive the highest service while seeking to identify new opportunities for business growth.
Responsibilities
- Accomplish sales targets and actively participate in strategies planning to increase assets under administration (AUA).
- Provide comprehensive coverage of both onshore and offshore asset management products to meet the diverse needs of institutional clients.
- Drive and lead internal and external coordination efforts to deliver tailor-made investment solutions and products (e.g. mutual funds, private funds, bonds, structured products, and exotic deals) for institutional clients.
- Organize and participate in roadshows and investor meetings to promote the company's offerings and facilitate collaborations with institutional clients.
- No need to bring in retail clients and no cold call needed.
Requirements
- Qualifications: Bachelor's degree in Finance or related field, knowledge of onshore and offshore financial markets.
- Experience: Minimum 3 years of sales and marketing experience in fund sales in asset management companies or platforms, fintech companies, fund houses, or wealth management firms.
- Language Proficiency: Proficiency in Cantonese, English, and Mandarin preferred.
- Skills and Characteristics: Strong client service and relationship management skills, willingness to travel for client meetings.
Our Offer
- Career development prospect with learning subsidy;
- Attractive remuneration and commission package;
- 5-day working week;
- 15+ days Annual Leave;
- Medical, Life Insurance;
- Staff discount on securities transaction;
- Flexible work location.
Seniority Level
Mid-Senior level
Employment TypeFull-time
Job FunctionFinance and Sales
#J-18808-Ljbffr-
Institutional Fund Sales Executive
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full timeUnlock Your Potential in Institutional Fund SalesWealth Management Cube Ltd is a leading B2B focused fund and OTC products distribution platform based in Hong Kong. We are seeking an experienced institutional fund sales professional to build strong relationships with our existing clients and expand our network of financial services providers.About the...
-
Institutional Sales Executive
4 months ago
hong kong, Hong Kong SAR China Classy Wheeler Limited Full timeCompany: A well-established financial services company with over 30 years of experience, providing B2B and B2B2C fund investment dealing and settlement services, as well as insurance administration and CRM solutions.Company Website: Wealth Management Cube Limited - Hong KongNature: Permanent Others: Health Insurance. Performance Bonus. Free Snacks,...
-
Strategic Institutional Business Growth Manager
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China E Fund Management (HK) Company Limited Full timeAbout E Fund Management (HK) Co., Ltd.E Fund Management (HK) Co., Ltd, a subsidiary of E Fund, is a leading comprehensive asset management company in China. Established in 2008 and licensed by the Securities and Futures Commission of Hong Kong, E Fund HK provides a range of services including Type 1 (Dealing in Securities), Type 4 (Advising on Securities)...
-
Business Development Manager, Institutional Business
4 months ago
Hong Kong, Hong Kong SAR China E Fund Management (HK) Company Limited Full timeAbout E Fund Management (Hong Kong) Co., Limited E Fund Management (HK) Co., Ltd (“E Fund HK”) was established in 2008 and is licensed by the Securities and Futures Commission of Hong Kong to conduct Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 9 (Asset Management) regulated activities. E Fund HK is a wholly-owned subsidiary...
-
Senior Institutional Sales Business Developer
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China E Fund Management (HK) Company Limited Full timeAbout the RoleWe are seeking a highly skilled Institutional Sales Business Developer to join our team at E Fund Management (HK) Co., Limited.This role is a fantastic opportunity for a motivated and results-driven individual to build on their career in institutional sales and asset management, driving business growth and development in the Hong Kong and...
-
Hong Kong, Hong Kong SAR China Da Cheng International Asset Management Company Limited Full timeDa Cheng International, established on 2009, being a wholly-owned subsidiary of Dacheng Fund Management Co., Ltd (pioneer of mutual fund industry in Mainland China) is estensively engaged in investment management business both in HongKong, Mainland China and Globally, known as “overseas investment pioneer" and a "global Chinese concept investment expert"....
-
Senior Institutional Business Growth Manager
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China E Fund Management (HK) Company Limited Full timeAbout E Fund Management (HK) Co., LimitedWe are a leading comprehensive fund manager in China, established in 2001 with branch offices in various locations. Our parent company, E Fund, has near RMB 3.3 trillion assets under management as of June 2024.Job Overview:E Fund Management (HK) Co., Limited is seeking a seasoned Senior Institutional Business Growth...
-
Institutional Sales and Marketing Specialist
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Da Cheng International Asset Management Company Limited Full timeAbout Da Cheng InternationalEstablished in 2009, Da Cheng International Asset Management Company Limited is a wholly-owned subsidiary of Dacheng Fund Management Co., Ltd. The company is extensively engaged in investment management business both in Hong Kong, Mainland China, and globally.Investment ExpertiseDa Cheng International has obtained a full set of...
-
Wealth Management
5 months ago
Hong Kong, Hong Kong SAR China CICC Full timeJob Description: This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this role may be expected to include but...
-
Senior Financial Solutions Consultant
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Classy Wheeler Limited Full timeClassy Wheeler Limited is a well-established financial services company with over 30 years of experience, providing B2B and B2B2C fund investment dealing and settlement services, as well as insurance administration and CRM solutions. Our company website is Wealth Management Cube Limited - Hong Kong. We are looking for a Permanent position.Other Perks:Health...
-
Strategic Business Development Executive
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Classy Wheeler Limited Full timeJoin a leading financial services company, Classy Wheeler Limited, with over three decades of experience in providing B2B and B2B2C fund investment dealing and settlement services, as well as insurance administration and CRM solutions.Nature: Permanent. Salary: HK$800,000 - HK$1,200,000 per annum, depending on experience and qualifications.Key...
-
Sales Executive
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Taylor Austin Ltd. Full timeAbout the RoleTaylor Austin Ltd. is seeking an experienced Sales Executive to join our team in Southeast Asia. The role involves developing new business across the alternative investment industry in Singapore.Key ResponsibilitiesYou will act as an independent contributor, developing active dialogues with prime brokers, lawyers, and accountants to facilitate...
-
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeAbout BNP Paribas Wealth ManagementWe are a leading European Union bank with an uninterrupted presence in the region since 1860. Our company offers a wide range of financial services for corporate, institutional and private investors.Our Commitment to Diversity and InclusionWe passionately embrace diversity and foster an inclusive workplace where all...
-
Hong Kong, Central and Western District, Hong Kong SAR China Brookfield Asset Management, Inc Full timeJob OverviewWe are seeking an experienced Senior Wealth Manager to join our team in Brookfield Asset Management, Inc. in Hong Kong. As a Senior Wealth Manager, you will be responsible for driving wealth management sales across Greater China, including Hong Kong, Taiwan and China.About the RoleGrow Brookfield's wealth management business in Greater China by...
-
Hong Kong, Hong Kong SAR China Brookfield Asset Management, Inc Full timeLocation Hong Kong - 8 Finance Street, Two IFC, 57/F, Suites 5712-13 Business - Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a...
-
hong kong, Hong Kong SAR China Macrowaters Asia Fund Management Limited Full time2 days ago Be among the first 25 applicants Direct message the job poster from Macrowaters Asia Fund Management Limited Founder/Exec Dir at Macrowaters Asia Fund Management Limited Our focus is on getting the "Job to be done" for investors - a truly challenging task to attain 'consistent lower risk' long-term performance. At the same time, ensure all...
-
High-Performance Wealth Management Executive
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Brookfield Asset Management, Inc Full timeBrookfield Asset Management, Inc. is a global leader in alternative asset management with a rich history of delivering exceptional returns for clients.About the RoleWe are seeking an experienced Vice President to join our team in Hong Kong and drive wealth management sales across Greater China, including Hong Kong, Taiwan, and China. This role will focus on...
-
Marketing Officer, Wealth Management
2 months ago
Hong Kong, Hong Kong SAR China BNP Paribas Wealth Management Full timeAbout BNP PARIBAS As the leading European Union bank, and one of the world's largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and...
-
Dynamic Investment Manager
1 week ago
Hong Kong, Central and Western District, Hong Kong SAR China Macrowaters Asia Fund Management Limited Full timeAre you a seasoned investment professional seeking a new challenge? We are looking for an experienced and skilled Investment Manager to join our team at Macrowaters Asia Fund Management Limited.As an Investment Manager, you will be responsible for creating positive returns for clients/investors of >8-12% net p.a. while implementing a strong risk management...
-
Hong Kong, Central and Western District, Hong Kong SAR China Da Cheng International Asset Management Company Limited Full timeRole OverviewWe are seeking a highly motivated and experienced International Institutional Sales and Marketing Professional to join our team at Da Cheng International Asset Management Company Limited.About the RoleThe successful candidate will be responsible for developing and maintaining client relationships with institutional clients, including financial...