Business Development - Asset Management

Hong Kong, Hong Kong
40k - 70k
Aug 08, 2023
Aug 12, 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
- Identify business opportunities and proactively build and maintain business relationship with ultra-high net-worth clients in Mainland China. & Hong Kong/ Overseas

- Address client enquiries and maintain strong relationship with existing clients.
- Coordinate in preparing RFP document, due diligence, liaising in contract terms and signing of contract.
- Responsible for preparing PPT and other sales material.

- Fully understand the client's needs and objectives on financial products, provide good services and introduce respective suitable products to meet their needs.

- Deliver training and seminars to clients on a need basis.
- Handle client onboarding, reporting and order monitoring issues for clients across the region.
- Tackle any operational issues in the Sales and Marketing Team.

Product Development
- Coordinate between clients and the investment team to develop a wide range of investment product and to optimize the clients' portfolio efficiency given their financial needs.

Job Requirements

- Degree or above in Economics, Finance, Marketing or related discipline

- 5 years or above sales & marketing experience in sizable asset management company

- Good relationship with investors

- Strong knowledge in investment products
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