Senior Investment Sales Professional

1 week ago


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

About the Role

We are seeking a senior investment sales professional to join our regional client solutions team. As a seasoned professional, you will play a key role in developing business strategy with a focus on wealth managers.

Your Key Responsibilities

  • Clients Acquisition: Develop and execute strategies to acquire new clients and expand existing relationships, leveraging your extensive knowledge of private markets and alternative investment products.
  • Product Promotion: Effectively communicate the firm's investment solutions and capabilities to clients and partners, highlighting the value proposition of our private markets and alternative investment products.
  • Stay up-to-date with market trends and competitor activity, providing valuable insights to colleagues and clients.

What We're Looking For

  • A strong academic background in a relevant field.
  • At least 16 years of experience in the asset or wealth management industry, with a proven track record in client relationship development and management.
  • An SFC license as a representative for Type 1 and 4 activities (if 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.
  • An 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.


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