- Identify business opportunities and proactively build and maintain business relationship with ultra-high net-worth clients in Mainland China. & Hong Kong/ Overseas
- Address client enquiries and maintain strong relationship with existing clients.
- Coordinate in preparing RFP document, due diligence, liaising in contract terms and signing of contract.
- Responsible for preparing PPT and other sales material.
- Fully understand the client’s needs and objectives on financial products, provide good services and introduce respective suitable products to meet their needs.
- Deliver training and seminars to clients on a need basis.
- Handle client onboarding, reporting and order monitoring issues for clients across the region.
- Tackle any operational issues in the Sales and Marketing Team.
Product Development
- Coordinate between clients and the investment team to develop a wide range of investment product and to optimize the clients’ portfolio efficiency given their financial needs.
Job Requirements
- Degree or above in Economics, Finance, Marketing or related discipline
- 5 years or above sales & marketing experience in sizable asset management company
- Good relationship with investors
- Strong knowledge in investment products