Our client is one of the top-tier asset management company. They are currently looking for an experienced Intermediary Sales to join their expanding team.
- Build and maintain the overall relationship with selected intermediaries by providing high standard of client service
- Develop direct clients or UHNW clients and manage distribution channels such as selected private banks, consumer banks, insurance companies and IFAs
- Perform due diligence on clients and facilitate onboarding of new funds
- Conduct market research to assist the team on business and product developments
- Provide professional sales support services to direct clients and distributors
- Prepare marketing materials including fund presentation, periodic commentaries and email communication with investors.
- University degree in Accounting, Finance or a related discipline
- Minimum 5 years’ sales or sales support/ client servicing experience in asset management or financial services
- Holder of SFC license 1, 4, 9
- Good knowledge in funds and investment products
- Sales driven and passionate to work in fund industry
- Strong communication, presentation and interpersonal skills
- Excellent command of spoken and written English and Chinese (including Mandarin)
Please email your full resume in MS Word format to firstname.lastname@example.org quoting the job reference J19955 in the subject field. Your interest will be treated in strict confidence. Only shortlisted candidates will be notified.