Associate - IR Global Wealth

23 hours ago

hong kong, Hong Kong SAR China The Carlyle Group Full time

Overview Join to apply for the Associate - IR Global Wealth role at The Carlyle Group . The position will be based in Hong Kong, and responsible for developing, building, and fostering relationships with a subset of key prospect and partner firms across Asia. This joint mandate includes managing existing and developing new relationships and fundraising opportunities across the Asian submarkets. The individual will be responsible for identifying new distribution opportunities with global/regional/local banks, Asset Managers, Wealth Managers, Distribution Platforms and Family offices. Primary Responsibilities Achieve key Performance Metrics set forth by the Head of Asia Private Wealth. Primary responsibility is to drive sales to achieve annual growth and fundraising goals for Carlyle Private Wealth Develop, build and foster relationships with key stakeholders at partner firms; responsible for key relationships at partner firms and developing a deep understanding of client needs, including products, structures, fees and industry trends Develop and manage relationships with Centers of Influence (COI) at all key wealth management clients and prospects while maintaining a long-term business perspective and a consultative approach Actively prospect existing and emerging firms to enhance Carlyle's distribution partner list Create tailored client deliverables to promote the Firm's capabilities Work with various internal teams (Central Investor Relations, Legal, Compliance, Fund Management, Tax, Accounting, etc.) to ensure client needs are met Participate in client meetings to present the Firm's funds, products and capabilities Track and monitor key business metrics across the footprint Assist in the development of sales strategy and product launch plans for Asia Focus on cultivating, prospecting and increasing Carlyle products across Family Office communities in Asian key markets When applicable, attend industry functions, such as association events and conferences, and provide information on market and creative trends Execute on KPIs and Objectives & Key Results (OKRs) - These will be developed by CPW leadership and shared broadly with Carlyle senior management Requirements Education & Certificates Bachelor's degree with outstanding academic background. Having or pursuing the CAIA designation is advantageous. Professional Experience At least 3-5 years of financial services industry experience with a focus on alternatives sales origination. Strong network of relationships and fundraising experiences with Greater China & Southeast Asia and Australia markets. Competencies and Attributes Excellent sales, communication, organizational and leadership skills including strong aptitude for interfacing with executives at partner firms. Demonstrable ability to work collaboratively within the regional sales team. Strong work ethic. Curiosity and a willingness to learn. Seniority level Associate Employment type Full-time Job function Other Referrals increase your chances of interviewing at The Carlyle Group by 2x Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate, Hong Kong Central & Western District, Hong Kong SAR 6 days ago #J-18808-Ljbffr

  • IR Associate: China Equity Investor Relations

    5 days ago

    Hong Kong Island, Hong Kong SAR China Triata Capital Limited Full time

    A growing hedge fund in Hong Kong is seeking an IR Analyst/Associate to support their fundraising strategy and AUM growth. The role requires clear communication and relationship-building skills, with a minimum of 2 years in equity research, sales, or relevant experience. The ideal candidate should be self-motivated and able to work under pressure. Fluent...

  • Wealth Planning Associate

    3 days ago

    Hong Kong Island, Hong Kong SAR China HSBC Full time

    A major global bank in Hong Kong seeks a Wealth Planning Associate to support wealth structuring efforts and client prospecting. The ideal candidate has a degree in Business Administration or related fields, along with experience in financial institutions. Proficiency in English and Cantonese is required, while Putonghua is a plus. This role involves...

  • Senior IR Director

    3 days ago

    hong kong, Hong Kong SAR China Michael Page International (Hong Kong) Limited Full time

    A top tier Chinese quant Hedge Fund in Hong Kong A strong support from investment as well as senior management team About Our Client This position is with a well-respected quant hedge fund industry. With a presence in Mainland China, Singapore, Hong Kong and other major global financial hub. The company boasts an innovative approach to quantitative hedge...

  • Hedge Fund IR Analyst/Associate

    5 days ago

    Hong Kong Island, Hong Kong SAR China Triata Capital Limited Full time

    Fast growing hedge fund looking to add a IR Analyst/Associate to our growing team with accelerated career progression and opportunity to make a difference; Attractive remuneration package included “Today is our opportunity to build the tomorrow we want” Triata Capital Triata Capital Limited specializes in Greater China equity fundamental research with...

  • Strategic IR

    3 days ago

    Hong Kong Island, Hong Kong SAR China KITE Search Full time

    A leading boutique private equity firm in Hong Kong is seeking an experienced Associate Director - IR / Business Development. This role involves developing relationships with high-net-worth investors, identifying networking opportunities across Asia, and enhancing the firm's global distribution network. Applicants should have over 4 years of experience in...

  • Brand Communications

    5 days ago

    Hong Kong Island, Hong Kong SAR China ARK Wealth Management-NOAH Full time

    A global wealth management firm is looking for a dedicated Associate in Hong Kong to manage city partnership projects. You'll take charge of brand communication and event management across Hong Kong and overseas. Responsibilities include developing PR strategies, producing creative bilingual content, and collaborating with local marketing. This full-time...

  • Associate Director

    3 days ago

    Hong Kong Island, Hong Kong SAR China KITE Search Full time

    KITE Search are currently working with a leading boutique private equity real estate investment management firm. Key focuses for this business are investments in Europe, US, Australia etc. We are currently looking for an accomplished Associate Director - IR / Business Development. Responsibilities Develop and maintain external relationships with new and...

  • Senior IR: Global Fundraising

    3 days ago

    hong kong, Hong Kong SAR China Michael Page International (Hong Kong) Limited Full time

    A leading investment management firm in Hong Kong seeks a Senior IR to lead fundraising initiatives and develop investor engagement strategies. The ideal candidate will have a minimum of 5 years of experience in investor relations, proven capital raising from Family Offices, and excellent relationship-building skills. This permanent role offers a competitive...

  • Biotech IR Leader | Global Strategy

    5 days ago

    Hong Kong Island, Hong Kong SAR China Leadingnation Full time

    A prominent biotech firm in Hong Kong is seeking an experienced Strategic IR Leader to drive the investor relations strategy. The ideal candidate will have a strong background in corporate finance and investor communication, with the ability to develop robust relationships within the investment community. You will ensure regulatory compliance and provide...

  • Global Biotech Investor Relations Lead

    3 days ago

    Hong Kong Island, Hong Kong SAR China Leadingnation Full time

    A leading biotech firm in Hong Kong is seeking a strategic Investor Relations Manager to develop and implement an IR strategy aligned with corporate objectives. The ideal candidate will act as the primary point of contact for institutional investors and analysts, prepare earnings calls and investor presentations, and ensure compliance with HKEX listing...