C

Associate, Retail/Distribution Sales, Asset Management

icon building Company : Citic
icon briefcase Job Type : Full Time

Number of Applicants

 : 

000+

Click to reveal the number of candidates who applied for this job.
icon loader
Apply Now
icon loader Apply Now

Let AI Supercharge Your Job Hunt!

JobCopilot scans 500,000+ company career sites daily to find jobs for you

Never miss an opportunity Save hours by auto-filling applications forms Land more interviews with tailored applications
happy man
thunder iconActivate JobCopilot

Job Description - Associate, Retail/Distribution Sales, Asset Management

Position Description

We are seeking a motivated and customer-focused Junior Retail/Distribution Sales Associate to join our expanding sales team. In this role, you will support the distribution of our investment products to retail clients, financial advisors and distribution channels. This is an excellent opportunity for individuals looking to develop a career in asset management and retail sales within a dynamic and growing organization. This position is located in Hong Kong.  

Key Areas of Responsibilities

  • Assist in the promotion and distribution of the firm's investment funds and products to retail investors and financial intermediaries.
  • Build and maintain relationships with financial advisors, partner channels, and other distribution partners.
  • Support the preparation of marketing materials, sales pitches, and product presentations.
  • Conduct inbound and outbound communication with clients and partners to introduce products and answer queries.
  • Coordinate and schedule meetings, seminars, webinars, and promotional events.
  • Track and update client and partner information in CRM systems, ensuring data accuracy and proper follow-up.
  • Monitor market trends, product performance, and industry developments to support sales strategies.
  • Assist in managing client onboarding, documentation, and compliance requirements.
  • Support the sales team with administrative tasks, reporting, and maintaining sales records.

Requirements

  • Master's degree in finance, Business, Economics or related fields.
  • At least 3 years of sales, client servicing or marketing experience within financial services or asset management preferred.
  • Hungry for an opportunity to impress in an entry-level position in a leading and rapidly growing China-focused asset management firm.
  • Strong interest in investment products, financial markets and retail distribution channels.
  • Excellent communication and interpersonal skills, with a professional attitude.
  • Good organizational skills with attention to detail.
  • Ability to work independently and collaboratively within a team.
  • Proficiency in Microsoft Excel, PowerPoint and CRM tools is preferred.
  • Fluent Mandarin and English language skills.

Stay informed on CITIC CLSA Job Opportunities

Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.

Original job Associate, Retail/Distribution Sales, Asset Management posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
Apply Now
Share Job
Share Job

Auto-Apply to Associate Jobs with your AI JobCopilot

thunder icon Auto-Apply with AI

Similar Associate Jobs in Hong Kong

GrabJobs is the no1 job portal in Hong Kong, connecting you to thousands of jobs fast! Find the best jobs in Hong Kong, apply in 1 click and get a job today!

Mobile Apps

Copyright © 2026 Grabjobs Pte.Ltd. All Rights Reserved.