Head of Intermediary Distribution, Hong Kong

BNY Mellon
Hong Kong
Sep 25, 2017
Sep 30, 2017
Job Function
Foreign Currency
Industry Sector
Finance - General
Employment Type
Full Time
Managing the intermediary activities for BNY Mellon Investment Management offerings in HK and with Strategic distribution partners:
  • Develop and implement a sales strategy for HK and China with Head of Intermediary Asia ex Japan that is consistent with the overall BNY Mellon Investment Management sales strategy;
  • Grow and maintaining assets;
  • Maintain an understanding of the full range of BNY Mellon Investment Management  products for client presentations purposes;
  • Coordinate and ensure delivery of after sales service to clients;
  • Keep appropriate records of sales activities including call meeting notes, prospective client contacts, activity against targets etc.;
  • Produce business plans and maintaining robust pipeline of business opportunities;
  • Liaise with Marketing to ensure the appropriate activities are undertaken to support the product range;
  • Working hand in hand with other BNY Mellon teams (e.g. Product, Client Services, Marketing, Operations, Legal and Compliance) on planning, resources allocation and coordinating with IM EMEA sales team and our Boutiques in order to enhance sales effectiveness and efficiency.

  • Minimum 8 years of related business experience
  • 5+ years of related business experience preferred
  • Fluent English, Cantonese, Mandarin Other:Excellent presentation skills,
  • Professional designations such as CFA, CFP, CIMA, MBA are a plus
  • Excellent presentation skills, strong closing skills, knowledgeable in business development and practice management, self-starter with excellent interpersonal skills

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: Hong Kong-Hong Kong-Hong Kong
Job: Sales/Marketing
Internal Jobcode: 55531
Organization: IM APAC-HR11404
Requisition Number: 1709079

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