Sales Director

3 days ago

Hong Kong, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

Job Responsibilities： • Proactively develop new business opportunities and maintain strong relationships with institutional clients and/or retail distribution channels; • Act as the key interface between the firm and investors, delivering tailored investment solutions and supporting product penetration across targeted channels; • Drive the creation and distribution of marketing materials, including monthly newsletters, fund performance updates, and market commentaries. Conduct product training sessions as needed; • Coordinate and support account onboarding processes, due diligence exercises, and ongoing client servicing matters; • Organize and participate in marketing roadshows, investor meetings, and channel campaigns, representing the firm’s brand and investment philosophy; • Work closely with internal teams including investment, product, operations, and compliance to ensure seamless client experience; • Perform such other duties as shall from time to time be directed by superiors. Job Requirement: • Degree in Finance or Economics, Marketing or equivalent disciplines; • 5–10 years of relevant experience in fund sales or business development at an asset management or buy-side firm; • Licensed person of Type 4 and Type 9 regulated activities under SFC; • Proven network and strong track record in servicing institutional investors (e.g., pensions, insurance, family offices) and/or distribution partners (e.g., private banks, platforms); • Solid understanding of investment products, portfolio strategies, and global market dynamics; • Strong communication, presentation, and relationship management skills; ability to convey technical concepts to diverse client types; • Self-motivated, detail-oriented, and capable of working both independently and collaboratively within a team environment; • Bilingual proficiency in English and Chinese (Mandarin required), both written and spoken.

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