Institutional Sales - Asset Management

Bo Le Associates Ltd
Hong Kong
Oct 06, 2017
Nov 02, 2017
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

The role will be responsible in the development of marketing plans and execution, primarily relating to mainly in HK and China.

  • Handles significant institutional client relationship responsibilities and promotes investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products and markets developments.
  • Assist to identify specific needs of institutional investors in the development of products and distribution channels
  • To prepare presentations, follow up of investment services and participate in regular investment meetings with the investment team
  • To articulate the investment process and product sales pitch to prospective clients. 


  • Minimum of 5 to 10 years relevant sales/marketing experience, preferably in the asset management business.
  • Excellent knowledge and understanding of Greater China equities products.
  • Comprehensive knowledge of investment products and markets with managerial skills and a proven new business generator.
  • A self-starter who revels in building a new business and can operate independently under general business guidance.
  • Excellent command of English and Mandarin as there are extensive interaction with Chinese clients.
  • Degree holder in Risk Management, Finance, Accounting or any related disciplines, CFA designation highly preferred.

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