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Senior Investment Sales Director

2 weeks ago

Hong Kong, Central and Western District, Hong Kong SAR China Polymath Search Full time

Pursuing a seasoned professional for a senior role in regional client solutions at a top-tier global financial institution. The successful candidate will drive business strategy with a focus on wealth management, leveraging expertise in private markets and alternatives products.

Key responsibilities include:

  • Transaction facilitation: developing and maintaining a robust pipeline of prospective clients, while fostering deep relationships with clients and prospects.
  • Market insight provision: educating clients on private markets and alternative investment products, while providing market trends and analysis to communicate the firm's investment solutions.
  • Competitive landscape monitoring: gathering and sharing insights on investor preferences, market trends, and competitor activity with colleagues worldwide.

The ideal candidate will possess:

  • A strong academic background in a relevant field.
  • At least 16 years of experience in asset or wealth management, with a proven track record in client relationship development.
  • A valid SFC license for Type 1 and 4 activities (if based in Hong Kong).
  • Experience in marketing private markets and alternative funds to the private wealth sector.
  • An entrepreneurial mindset and exceptional problem-solving abilities.
  • Excellent communication and stakeholder management skills.
  • A highly collaborative approach to business and client management.
  • A self-motivated, independent, and adaptable attitude.