Senior Associate, Fund Sales

Ref: Sr Asso/AM/220825DB/223

Responsibilities
 

• Develop and identify potential clients, build and maintain strong relationship with institutional clients, family offices and retail channels, schedule and arrange conference calls, clients meeting, roadshows and investor events

• Maintain excellent clients relationship, handle client communication and enquiries in a professional manner

• Handle all product evaluation processes and distribution marketing including RFP, DDQ and pitch books, etc.

• Work closely with the team to serve clients and provide solution to a broad range of investment-related need, prepare and execute client onboarding with the operations team

• To handle ad hoc assignments as arranged by supervisor

  Requirements

• Bachelor Degree or above

• SFC licenses 1, 4 & 9

• 3 to 5 years of sales experience with proven sales record

• Strong knowledge in funds, investment products and asset management

• Good interpersonal, presentation and communication skills

• Good command of both written and spoken English and Chinese.  Fluency in Putonghua an advantage