Fund Sales recruitment
Job Description:
• Support new client relationships and establishment of a comprehensive distribution network via external channels
• Focused to nurture existing client relationships, with particular emphasis to building good rapport with distributors’ product evaluation as well as front-line sales teams
• To take proactive lead and closely attend to the documentation and implementation proceedings in the establishment of a new client relationship
• Proactive dialogues held with distributors on product highlights and any updates, special incentives etc. to support product sales momentum
• To closely follow the market/competitors activities to contribute to sharing of market intelligence within Retail Funds Distribution team, for effective ongoing sales pitch and PR/marketing initiatives
• To be ready to closely work with Marketing Communications and back-office colleagues to ensure smooth and successful product/service delivery
• To prepare and ensure effectiveness of sales pitching documents
• To support Director, PWM on any new business/product initiatives and to contribute to the formulation of overall sales marketing strategy
Knowledge
• Thorough understanding of PWM business
• Profound knowledge of different financial products and services
• Sound knowledge of investment markets and portfolio management
Skills and Abilities
• Ability to drive new business development opportunities
• Fluent in English, Mandarin and Cantonese
• Passionate for the sales job and the financial market
• Excellent interpersonal skills, integrating tact and diplomacy
• Customer-oriented mentality
• Strong self-starter, self-confident energetic
Qualifications
• Degree holder in Finance or any related disciplines
• 3-8 years of fund sales experience in the asset management industry
• A strong relationship with institutional clients