Support senior sales in business development and client relationship management with Institutional Sales Clients, Corporate Clients, Pension Fund, Sovereign Fund, Fund of Fund, etc.;
Maintain good relationship with existing distributors and expand the distribution network;
Conduct market research and other supports to assist the team in distribution channel development;
Prepare regular fund report and newsletter to distributors, including retail banks, IFAs, insurance agencies, etc.;
Responsible for organizing marketing related campaigns with clients;
Handle KYC onboarding, due diligence or other compliance related work, RFP and structuring of fund related activities;
Other AD hoc duties to meet sales targets as assigned.
Requirements:
Bachelor's Degree holder or above in Economics, Finance, Accounting or related field with overseas educational background will be plus;
With 2 years’ above relevant experience in fund sales and distribution, financial advisory gained from financial institution / company. i.e. asset management, mutual fund, investment bank, corporate bank, etc;
Candidate with less experience will be considered as Senior Officer / Officer;
Type 4 and 9 license holder;
Presentable, result-driven with strong initiative and drive to succeed;
Positive and proactive attitude, team player, ability to work in a complex rapidly evolving workplace and team required;
Good proficiency in MS Office (Excel, Word and Powerpoint);
Good command in written and oral English and Chinese including Putonghua.
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