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Fund House- Intermediary Distribution Associate / Senior Associate
To capture client opportunities across intermediaries, financial institutions and family offices, and execute client and business development plans across business segments.
Develop strong relationships with prospect investors; regularly engage prospect investors on firm’s products and business initiatives.
Assist throughout the sales process from early-stage engagements, addressing prospect requests for information (RFI & RFP), investor due diligence, onboarding and liaising with internal stakeholders.
Assist on the planning and execution of roadshows, client events and other fundraising activities.
Contribute to strategic and ad-hoc business projects, as required.
Requirement:
Bachelor's Degree preferably in Finance, Business, or related field.
Strong written and verbal communication skills in both English and Chinese (Cantonese and/or Mandarin fluency is a must).
At least 5-8 years of experience in business development role in the asset management, wealth management, or financial services industry.
Customer-focused, self-motivated and ability to work under pressure with tight deadlines.
Independent with strong problem-solving skills and excellent interpersonal skills.
Proficiency in Microsoft Office including Excel, Power Points and Word.
What to offer:
Established product lines across equity, fixed income and alternative space with great performance
Strong network support from affiliated companies
Highly attractive performance based compensation
Interested parties please click Apply Now to apply job.
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A leading HK investment management firm is looking to hire a junior to mid level sales focusing on distribution targeting private banks and family offices.
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