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Work closely with the senior management to help formulate suitable sales and marketing plans, growing the client base and assets of the firm.
Actively identifying new business opportunities with potential clients, such as institutional clients, corporate clients and distribution channels.
Build relationships through sales and marketing activities including but not limited to fund briefings, client seminars, and business events.
Proactive in delivering account management services to existing clients such as providing sound advice on product ideas, ongoing regular updates and attend investment performance review sessions with clients/prospects.
Coordinate and liaise with relevant parties (internal and external) on marketing initiatives, covering advertising, event management and sales campaigns for unit trusts and ETFs distribution business.
Business travel for client's seminars and business events will be required
Degree in Business Administration, Finance, Marketing or related disciplines.
Over 5 years of fund sales experience in investment management firms.
A good track record in selling (or supporting the selling of) a broad range of products to retail or institutional client base within the Greater China region.
Excellent communication, presentation, and interpersonal skills.
Excellent command in both spoken and written Putonghua and English.
Self-motivated, proactive, hardworking team player and results-oriented
Internal Number: 6282440
About Pacific Focus
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