Institutional Sales Senior Manager/Director/Executive Director - Asset Management
- Employer
- China Universal Asset Management (Hong Kong) Co. Ltd
- Location
- Hong Kong, Hong Kong
- Salary
- Negotiable
- Closing date
- Sep 7, 2023
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Responsibilities:
Qualifications:
Our workplace reflects our values: Integrity, Passion, Teamwork, Client First and Gratitude. We value different views and encourage our people to develop to their full potential.
We offer competitive benefit and good career development opportunities with a professional & friendly working environment.
All information provided by applicants will be kept confidential and will be used in accordance with the Company's Personal Data Collection Statement, which is available upon request.
- Business development, prepare due diligence questionnaires, RFP/RFI, and work closely with investment, product, middle office, operation, legal and compliance teams;
- Customer service of both institutional, wealth management platform and retail distribution, be responsible for middle-office work such as account opening, periodical reports, as well as customer needs;
- Participate in various marketing promotion and event planning, collect data, prepare marketing materials, and carry out market research;
- Liaise with different departments to resolve KYC/AML and other matters;
- Provide support in ad hoc projects.
Qualifications:
- Master's degree or above; Majors in finance, economics, management and other related majors are preferred;
- Minimum 5 years of relevant sales experience
- Have good comprehensive ability in writing, data processing, material production, etc., be proficient in MS office software,
- Be conscientious, with good learning ability, strong execution ability; be responsibility and pressure resistance.
- Fluent spoken and written in English, Cantonese and Mandarin
Our workplace reflects our values: Integrity, Passion, Teamwork, Client First and Gratitude. We value different views and encourage our people to develop to their full potential.
We offer competitive benefit and good career development opportunities with a professional & friendly working environment.
All information provided by applicants will be kept confidential and will be used in accordance with the Company's Personal Data Collection Statement, which is available upon request.
You need to sign in or create an account to save a job.
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