Intermediary Sales - PB/ Retail Distribution

Job responsibilities

• Develop and foster existing and new client relationships (PB/ Retail distribution)
• Support the development and maintenance of existing mutual fund client relationships
• Maintain, provide input and update the firm’s marketing materials
• Assist in general client queries and oversee client due diligence and coordinate responses across Investment, Compliance, Legal, Operations and IT
• Conduct Know-your-client on existing and potential client relationships

Requirements

• Experience in intermediary business and the onboarding process of new distributors (including product due diligence, interactions with CIO and investment team, sit-in training with relationship managers, etc.) 
• Strong academic pedigree, University graduate, with at least 4 year of sales experience in mutual funds
• Excellent communication skills, i.e. native fluency in Cantonese and/or Mandarin (both written and spoken), high proficiency in English (both written and spoken)
• Good knowledge of Word, Excel and PowerPoint
• Ability to multi-task and work under stress / strict timelines
• Organised with commercial awareness
• Creative and adaptable
• Good teamwork and sense of duty

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