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Fund House- Intermediary Distribution Associate / Senior Associate

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Fund House- Intermediary Distribution Associate / Senior Associate

Executive Access
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Responsibilities:

  • 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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More Information

SalaryN/A (Search your salary info in SalaryCheck)
Job Function
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
  • Permanent
Experience
  • 5 years - 8 years
Career Level
  • Non-management level
Education
  • Degree
Overview

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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