Asset Management Sales Director (Mutual Fund)

Responsibilities

• Support the business development and maximize sales opportunities of SICAV/mutual fund by servicing existing clients as well as identifying new clients
• Delivering a best in class client experience
• Be proactive in the client take on process, working alongside the other business units to assist with the negotiating and implementation of the Investment Management Agreement Responsible for driving the preparation and accuracy of the presentation material for client meetings
• Attend client meetings to discuss performance, industry and relationship issues, and where required attend with a Portfolio Manager or Product Specialist
• Ongoing client reporting, including enhancing current reporting, liaising internally with the various business units
• Maintain information in Salesforce to help deliver an outstanding and timely client management experience, including mailing lists for reporting purposes, templates, opportunities, activity reports etc
• Assist in ensuring that all new distribution agreements or updates to agreements are completed in timely manner
• Ensure ongoing AML, KYC and DDQ is up to date and in place for all clients
• To work alongside the RFP team and assist with manager review questionnaires
• To develop cross selling opportunities with current clients
• Maintain the external institutional client databases, ensuring that the information is accurate and up to date on out flagship strategies
• Work alongside the sales heads across the various business locations, assisting with new prospects as required
• Collaborate with other business lines (i.e. ETF) to enhance cross-selling opportunities

Requirements

• Bachelor Degree in Finance or related discipline
• At least 10 years of sales experience is preferable
• Client oriented focus
• Fluent in spoken and written English and Cantonese, good Mandarin speaking is a strong plus
• Good communication and interpersonal skills
• Able to work under a fast pace environment