Business Development and Fund Advisory, Senior Manager

7 days ago


hong kong, Hong Kong SAR China One Advisors Full time

Business Development and Fund Advisory, Senior Manager Lead fund advisory, sales and client engagement initiatives by translating complex investment ideas into clear value propositions, driving distribution strategies, and supporting cross‑functional execution to grow the firm’s fund and wealth‑management business. Key Responsibilities Investment Communication and Sales Enablement Present at seminars and deliver training for agents, distributors and clients to showcase funds and investment solutions. Translate market trends and product features into clear messages for professional and retail audiences. Design fund sales strategies, communication plans and campaigns to increase distribution and product awareness. Support development of web and app sales tools to improve client engagement and user experience. Client and Stakeholder Management Serve as principal contact for investment and fund enquiries from customers and internal stakeholders. Capture and address client feedback; coordinate responses across AIMHK departments. Convert client intelligence into actionable insights and recommend business improvements to senior management. Content and Collateral Production Create and maintain fund sales materials, training resources and investor‑facing market commentaries. Ensure materials present consistent, compliant and client‑centric messaging. Qualifications and Experience Minimum 10 years in fund sales, investment marketing, product consulting or related roles within financial services. Degree in Finance, Economics, Business or related field. Professional investment qualification preferred such as CFA or CAIA. SFC Type 4 or Type 9 license holder. Strong knowledge of MPF, mutual funds and wealth management products. Proficient with fund analytics platforms such as Morningstar, Bloomberg or Lipper. Proven project management and cross‑functional coordination skills. Seniority level Mid-Senior level Employment type Full-time Job function Sales and Business Development Industries Insurance, Investment Management, and Banking #J-18808-Ljbffr



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