Key Responsibilities:
Develop and maintain relationships with clients, including individual investors and institutional clients.
Promote and sell our fund products, providing clients with tailored investment solutions.
Conduct market research to identify new sales opportunities.
Collaborate with the marketing team to create promotional materials and campaigns.
Attend industry events and networking functions to enhance visibility and expand client base.
Provide exceptional customer service and respond to client inquiries promptly.
Prepare and present sales reports and performance metrics to management.
Qualifications:
Bachelor’s degree in Finance, Business, or a related field.
Minimum of 2 years of experience in fund sales or financial services.
Strong understanding of investment products and financial markets.
Excellent communication and interpersonal skills.
Proven track record of achieving sales targets.
Ability to work independently and as part of a team.
Proficiency in English; proficiency in Cantonese and Mandarin is a plus.
What We Offer:
Competitive base salary with performance-based bonuses.
Comprehensive benefits package.
Opportunities for professional development and career advancement.
A dynamic and supportive work environment.