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Fund Distribution Sales Specialist

2 months ago

Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time
Job Title: Fund Distribution Sales Specialist

Unicorn Advisor (HK) Limited is seeking a highly motivated and experienced Fund Distribution Sales Specialist to join our team in Greater China. As a key member of our sales team, you will be responsible for building and maintaining relationships with Intermediaries and institutions, identifying client opportunities, and executing business development plans.

Key Responsibilities:
  • Develop and execute sales strategies to grow the fund distribution business in Greater China
  • Build and maintain strong relationships with Intermediaries and institutions, including existing and new clients
  • Identify and pursue new business opportunities, including investor due diligence and onboarding
  • Collaborate with the sales team to execute client and business development plans
  • Assist in the planning and execution of fundraising roadshows, marketing campaigns, and client events
Requirements:
  • At least 7+ years of experience working with Intermediaries and Private Banking channels in a similar capacity, with prior experience in covering HK and Taiwanese markets
  • Strong written and verbal communication skills in both English and Chinese (Cantonese and Mandarin fluency)
  • Holders of SFC Licenses Type 1 and 4 are preferred
  • Customer-focused, self-motivated, and independent with strong problem-solving skills and excellent interpersonal skills
  • Strong technical skills and knowledge on financial products and investment are critical for this role
  • Bachelor's Degree preferably in Finance, Business Administration, or related field