Investment Sales Specialist, Mutual Funds

Investment Sales Specialist, Third-Party Mutual Funds, North Asia

The opportunity sits in Hong Kong within the CIM Sales team of Citi Global Wealth.The role is both a client-facing and internal business development role.

The candidate will:

• Act as the internal wholesaler for CIM platform, working with HNW bankers and investment counsellors to identify opportunities to increase the net sales and penetration of third-party mutual funds.
• Own the AUM and revenue targets for all client segments
• Attend client and prospect meetings to discuss and promote CIM solutions
• Own and support client requests including developing bespoke pitches based on client needs
• Work with CIM colleagues and Marketing to ensure marketing material remains relevant
• Oversee the delivery of generic pitches and marketing campaigns
• Provide internal training to Bankers and ICs on the full spectrum of CIM products
• Provide regular after sales and performance reviews to clients and internal teams on the breadth of CIM solutions and those relevant to them
• Partner with CIM investment teams, CIM sales, the regional Investment Lab, research and product teams to deliver success
• Work with the CIM team to analyse internal penetration data to identify business opportunities

Knowledge/Experience:

The ideal candidate will have previous experience in an asset management business development and marketing role and/or a wealth management discretionary team. The ideal candidate will also have experience in a client-facing role.

Skills:

The candidate will have proficiency in the standard range of Microsoft Office software. Fluency in Mandarin and Cantonese is required.

Qualifications:

The ideal candidate will have a Bachelor's degree and potentially some further higher educational qualification such as a Master's degree. The possession of the Chartered Financial Analyst designation will be seen as a positive.

Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.

Competencies:

The ideal candidate will be:

• Client-focused in their outlook
• Articulate
• Experienced in developing personal networks
• Passionate about financial markets
• Entrepreneurial in owning and achieving targets

Job Family Group:
Private Client Product Services
Job Family:
Investment Counselor
Time Type:
Full time
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