Senior Sales Strategist for Investment Fund Services

1 day ago


Hong Kong, Central and Western District, Hong Kong SAR China FP Global Full time

Job Overview:

We are seeking an experienced Senior Sales Strategist to lead our investment fund services sales efforts in Asia. This role offers a unique opportunity to drive business growth and develop strategic relationships with key clients.

Key Responsibilities:

  • Manage a portfolio of high-value relationships with key clients, including retail banks, private banks, custodian banks, wealth management platforms, and fund distributors.
  • Develop and execute strategic account plans to position FP Global's value proposition as a market leader in the region.
  • Identify opportunities for incremental revenue generation through upselling and cross-selling investment fund services.
  • Oversee contractual, commercial, and operational issue resolution, ensuring compliance with internal and regulatory requirements (AML/KYC, legal, audit, credit).
  • Represent FP Global at industry events, contributing to thought leadership and client engagement.
  • Stay informed on market trends, industry developments, and competitor activities.

Candidate Profile:

  • Experience: Proven track record in managing large, strategic client relationships within the investment fund services or asset servicing space.
  • Industry Knowledge: Strong understanding of banking services and processes related to investment funds.
  • Skills: Excellent communication, negotiation, and presentation abilities with a client-centric mindset.
  • Education: University degree in Economics, Business Administration, Finance, or a related field.
  • Licensing: SFC Type 1 and/or Type 4 License preferred (or willingness to obtain).
  • Flexibility: Ability to work independently and collaboratively within a regional team; occasional travel expected.

About FP Global:

FP Global is a dynamic and strategic environment that offers a unique opportunity to be at the forefront of fund services sales and relationship management in Asia. If you have the experience and ambition to thrive in this role, we would love to hear from you.



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