Responsibilities:

Act as a relationship manager responsible for the coverage of intermediary clients in Hong Kong, including retail and private bank distributors;Work closely with the HK Intermediary Sales team in raising assets from the intermediary channels;Take full ownership of the assigned distributor relationships and be able to work independently handling day-to-day client enquiries, completing routine and ad-hoc requests, resolving work issues, and maintaining client database and activity records in Salesforce;   Interact and coordinate with regional or global client coverage teams and colleagues of the firm during the sales process;Demonstrate sound knowledge of the firm’s products across different asset classes when dealing with intermediary clients;Understand clients’ investment needs and propose adequate products for them accordingly;Raise awareness for the firm’s investment products through continuous client servicing, roadshows, seminars, presenting at conferences etc.;Manage the entire sales process from lead generation to new business conversion;Identify new distribution opportunities and be able to work with different teams to complete the product on-boarding process;

Requirements

Ambitious and result driven personality, self-motivated and capable of operating effectively with limited supervision;Sound knowledge of the intermediary distribution landscape and the latest industry developments in the region;Proven track record of working with clients in the intermediary channel in Hong Kong (from gatekeeper/decision-maker level to investment advisers and front line sales (bankers);Good product knowledge across all asset classes;Strong commercial acumen and the ability to build good relationships with internal and external stakeholders;Native Cantonese speaker with fluent written and spoken English and Mandarin;Excellent presentation skills;5-7 years of relevant experience in the asset management industry;Prior work experience in Client Service / Sales Support functions may also be considered;University degree in finance or business is a plus.

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