Funds Specialist

Job Description

Responsibilities:

• Support new client relationships and establishment of a comprehensive distribution
• network via external channels
• Focused to nurture existing client relationships, with particular emphasis to building
• good rapport with distributors' product evaluation as well as front-line sales teams
• To take proactive lead and closely attend to the documentation and implementation
• proceedings in the establishment of a new client relationship
• Proactive dialogues held with distributors on product highlights and any updates, special
• incentives etc. to support product sales momentum
• To closely follow the market/competitors activities to contribute to sharing of market
• intelligence within Retail Funds Distribution team, for effective ongoing sales pitch and PR/
• marketing initiatives
• To be ready to closely work with Marketing & Communications and back-office
• colleagues to ensure smooth and successful product/service delivery
• To prepare and ensure effectiveness of sales pitching documents
• To support Director, PWM on any new business/product initiatives and to contribute to
• the formulation of overall sales & marketing strategy

Requirements:

• Degree holder in Finance or any related disciplines
• 3-8 years of fund sales experience in the asset management industry
• A strong relationship with institutional clients
• Ability to drive new business development opportunities
• Fluent in English, Mandarin and Cantonese
• Passionate for the sales job and the financial market
• Excellent interpersonal skills, integrating tact and diplomacy
• Customer-oriented mentality
• Strong self-starter, self-confident & energetic

Candidates not contacted within 4 weeks may consider their application for this role unsuccessful. Unless advised otherwise, unsuccessful candidates will be kept on file for future job opportunities. Your application may be forwarded to other international offices for recruitment purposes. Personal data collected will be used for recruitment related purposes only and all personal data of applicants will be kept in strict accordance to the Personal Data Privacy Ordinance.