BUSINESS DEVELOPMENT ASSOCIATE, INTERMEDIARY DISTRIBUTION

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Job Description - BUSINESS DEVELOPMENT ASSOCIATE, INTERMEDIARY DISTRIBUTION

  • International Asset Management House
  • Excellent Exposure

Our client is an international asset management house with an unparalleled reputation across the Asia Pacific region. With the continued growth of the organization, the need has arisen to recruit high calibers to join them.

Deliver high-quality client service and support new growth opportunities for Greater China business. The role ranges across a variety of activities including client servicing, new business development, and account management.

  • Develop & Maintain Relationship: develop and maintain strong relationship with intermediary channels in Hong Kong including retail, private banks, private insurance companies and family offices.
  • Assist with pitch materials: Preparation of presentation materials and competitor analysis to assist the sales process
  • Database management: Assist sales team with client database management in Salesforce, identify prospects, track contact and sales progress & assist with production of sales reporting as requested by management
  • Sales project management of RFP process: Assisting in the oversight of the RFP process, working across the sales, RFP and investment functions to ensure timely and client-focused end-product is delivered to the prospect within established time frames.
  • Event support: Collaborate with the marketing team to organize client events; support may include onsite booth support and sales representation, working with team admin on logistics, etc.
  • Support client on-boarding, KYC & on-going monitoring: Liaise with internal parties & clients on new client on-boarding & KYC, and on-going monitoring

To be considered, you should be a Degree holder with around 3 to 5 years of sales or client service experience within the Asset Management industry. Good knowledge of funds management products and key competitors. Knowledge of business desktop applications (Morningstar, Microsoft Word, Excel, Powerpoint and Outlook). Experience with Salesforce will be highly regarded. Collaborative team player and self-starter with strong work ethic. Excellent communication skills in Cantonese, Mandarin and English.

Interested applicants should send a detailed resume to Kelly Kam by email to quoting reference 4763.

(Applicants not contacted within 4 weeks should consider their application unsuccessful.)

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