Sales & Marketing - Buyside / Institutional Sales/ Fund Sales

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Sales & Marketing - Buyside / Institutional Sales/ Fund Sales

Responsibility :

- Work closely with the Head of sales in the development and implementation of the institutional sales strategy to ensure that it is in line with sales plan.

- Expand and enhance existing relationships. Understanding each clients unique demands and assist in clients queries in a timely and professional manner.

- Proactively develop and establish new relationships with prospect, initiating discussions with prospect clients to identify their strategic and tactical goals.

- Coordinate with Portfolio Managers on material with client pitches and/or roadshows.

- Proactively prepare and review with management on progress towards sales strategy, including tracking key contact information and meeting notes using the CRM system.

- Provide regular updates on market and prospects to support the new business development strategy.

Requirement :

- University graduate with at 5+ years of financial product sales experience. CFA preferred.

- Prior experience in the asset management industry is preferred.

- Knowledge on mutual funds and asset management industry

- Strong track record of achieving successful results in an investment solutions/investment consulting/sales function

- Ability to drive new business development opportunities

- Strong communication and interpersonal skills

- Strong language proficiency in spoken and written English and Chinese (Mandarin & Cantonese)

- Positive work attitude, good team player but able to work independently and under pressure

- Self-motivated, enthusiastic and energetic