Responsibilities:
Support the team head in expanding and servicing institutional and high-net-worth individual clients, driving sales and fundraising for the firm's cross-border asset management products;
Participate in marketing and client roadshows for asset management products;
Follow up on existing client needs and assist in exploring new business opportunities;
Coordinate internal and external resources, and work closely with investment, product, operations, and compliance teams to ensure smooth execution of client mandates;
Maintain and update the client relationship management system; regularly compile sales data and market feedback;
Handle other business development-related tasks as assigned.
Requirements:
Bachelor degree or above, preferably in Finance, Economics, Accounting, or related disciplines;
5+ years of experience in financial sales or business development.
Sound understanding of QDII and QFII business frameworks and relevant SFC regulatory requirements;
Strong client communication skills and service orientation; ability to independently conduct client meetings and pitch presentations;
Holder of SFC Type 1, 4, and/or 9 is preferred.
Proactive, responsible, and detail-oriented, with strong team spirit and execution capability.
Attractive remuneration will be offered to the right candidate. Interested parties please email your full resume with present & expected salary and date of availability via Apply now.
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