Fund House- Intermediary Distribution Associate/Senior Associate

A leading HK investment management firm is looking to hire a junior to mid level sales focusing on distribution targeting private banks and family offices.

Executive Access - Hong Kong - Full time

Salary: competitive salary

Responsibilities: 

  • To capture client opportunities across intermediaries, financial institutions and family offices, and execute client and business development plans across business segments.
  • Develop strong relationships with prospect investors; regularly engage prospect investors on firms products and business initiatives.
  • Assist throughout the sales process from early-stage engagements, addressing prospect requests for information (RFI & RFP), investor due diligence, onboarding and liaising with internal stakeholders.
  • Assist on the planning and execution of roadshows, client events and other fundraising activities.  
  • Contribute to strategic and ad-hoc business projects, as required.

 

Requirement

  • Bachelor's Degree preferably in Finance, Business, or related field.
  • Strong written and verbal communication skills in both English and Chinese (Cantonese and/or Mandarin fluency is a must).
  • At least 5-8 years of experience in business development role in the asset management, wealth management, or financial services industry.
  • Customer-focused, self-motivated and ability to work under pressure with tight deadlines.
  • Independent with strong problem-solving skills and excellent interpersonal skills.
  • Proficiency in Microsoft Office including Excel, Power Points and Word.

 

What to offer:

- Established product lines across equity, fixed income and alternative space with great performance

- Strong network support from affiliated companies

- Highly attractive performance based compensation

 

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