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Build and maintain the overall relationship with selected intermediaries by providing high standard of client service
Develop direct clients or UHNW clients and manage distribution channels such as selected private banks, consumer banks, insurance companies and IFAs
Perform due diligence on clients and facilitate onboarding of new funds
Conduct market research to assist the team on business and product developments
Provide professional sales support services to direct clients and distributors
Prepare marketing materials including fund presentation, periodic commentaries and email communication with investors.
University degree in Accounting, Finance or a related discipline
Minimum 5 years' sales or sales support/ client servicing experience in asset management or financial services
Holder of SFC license 1, 4, 9
Good knowledge in funds and investment products
Sales driven and passionate to work in fund industry
Strong communication, presentation and interpersonal skills
Excellent command of spoken and written English and Chinese (including Mandarin)
Please email your full resume in MS Word format to email@example.com quoting the job reference J19955 in the subject field. Your interest will be treated in strict confidence. Only shortlisted candidates will be notified.
Internal Number: 6091645
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