Institutional Sales Senior Manager/Director/Executive Director – Asset Management

Responsibilities:

1. Business development, prepare due diligence questionnaires, RFP/RFI, and work closely with investment, product, middle office, operation, legal and compliance teams;
2. Customer service of both institutional, wealth management platform and retail distribution, be responsible for middle-office work such as account opening, periodical reports, as well as customer needs;
3. Participate in various marketing promotion and event planning, collect data, prepare marketing materials, and carry out market research;
4. Liaise with different departments to resolve KYC/AML and other matters;
5. Provide support in ad hoc projects.

Qualifications:

1. Master's degree or above; Majors in finance, economics, management and other related majors are preferred;
2. Minimum 3 years of relevant sales experience
3. Have good comprehensive ability in writing, data processing, material production, etc., be proficient in MS office software,
4. Be conscientious, with good learning ability, strong execution ability; be responsibility and pressure resistance.
5. Fluent spoken and written in English, Cantonese and Mandarin.

工作职责：

1. 负责香港市场机构/渠道客户的开拓、维护与服务工作，包括对客户的走访、向客户提供投资建议与市场咨询，安排客户会议、路演和投资者活动、维护良好的客户关系、处理客户查询和售后等事宜；

2.处理产品评估流程和营销材料如RFP、DDQ 和 Pitch Books等；

3.围绕公司整体营销方案，负责制定销售计划，并具体贯彻落实；

4.与团队紧密合作，为客户提供全面服务。

任职资格

1. 硕士及以上学历，经济、金融专业优先；

2. 3年以上香港金融行业机构/渠道销售经验；

3. 深厚的基金、投资产品和资产管理相关知识；

4. 有责任心和良好的团队合作精神；

5. 具有较强的人际交往能力、富有激情，有志于从事市场销售工作；

6. 流利的书面和口头英语和普通话能力，精通粤语者优先。