Institutional Sales, Senior Associate or AVP, Business Development, Asset Management

Non-disclosed Hong Kong

Posted 5 days ago Permanent Competitive

Key Responsibility

Client Relationship Support: Maintain relationships with banks, wealth management channels, family offices, and institutional investors.
Product Distribution: Promote mutual funds, discretionary portfolios, and alternative investment solutions.
Pitch & Marketing Preparation: Build customized presentations, pitch books, and market research reports for client meetings.
Cross-Functional Coordination: Work with investment, product, and compliance teams to onboard clients and execute trades.
Business Development: Participate in client roadshows, industry conferences, and marketing events.

Requirements

Education: Bachelor’s degree in Finance, Economics, Business, or related disciplines.
Experience: Minimum of 4 years of financial services experience in asset management, private banking, or sales support.
Licenses: Preferred holders of SFC Type 1 and Type 4 licenses (or HKSI Papers 1, 7, 8).
Language Skills: Fluent in English, Cantonese, and Mandarin.

Please Stay Alert to Potential Scams

We would like to remind you that eFinancialCareers is a job board and does not conduct hiring or ask for payment or any financial details as part of the job application process.

If you receive any suspicious messages claiming to be from us or a hiring company, we urge you not to click on any links and not to reply to the message itself.

Instead, please report the message to our support team at support@efinancialcareers.com.

It is advisable to always verify job offers directly with the hiring company.