Manager/ SM, Intermediary Sales

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.

Job Responsibilities

• Building and maintaining 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 on boarding 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.

Job Requirements

• 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)

All information collected will be kept in strict confidence and will only be used for recruitment purposes. Only shortlisted candidates will be notified.