AVP, Fund Distribution

Salary :

$750,000 - 900,000 yearly

Company : Captar Partners

Job Type : Full Time

Hong Kong

Job Description - AVP, Fund Distribution

Great Exposure
Great Culture and Stability
Great Stability

Responsibilities

Develop and execute sales strategies to promote the firm's retail fund range (initially equity-focused, with fixed income forthcoming) to intermediaries, including private banks, retail banks, wealth management platforms, and IFAs in Hong Kong.
Build and maintain strong relationships with key distribution partners, identifying opportunities to increase product penetration, placement, and AUM growth.
Conduct product presentations, roadshows, training sessions, and due diligence meetings to educate intermediaries on the firm's investment philosophy, track record, and fund performance.
Achieve sales targets and contribute to revenue/AUM goals by prioritizing high-potential clients and opportunities aligned with business development objectives.
Collaborate with internal teams (investment, product, marketing, and compliance) to ensure seamless support for distribution partners and timely delivery of marketing materials, reporting, and market insights.
Monitor market trends, competitor activities, and regulatory developments in Hong Kong's retail fund landscape to inform sales approaches and strategy.

Requirements

Bachelor's degree or above in Finance, Business, Economics, or a related field.
Minimum 7-10 years of relevant experience in fund sales, business development, or relationship management within asset management, preferably focused on retail/intermediary channels in Hong Kong.
Proven track record in distribution of investment funds, with experience driving AUM growth through banks, private banks, or IFAs highly desirable.
Knowledge of Hong Kong's retail fund market, including SFC authorization processes and intermediary landscape.
Hold or be willing to obtain relevant SFC licenses (e.g., Type 1 regulated activity for dealing in securities, and/or Type 4 for advising on securities, as required for fund marketing).
Excellent communication and presentation skills in English, Cantonese, and Mandarin.
Self-motivated, target-driven, with strong networking and relationship-building abilities.
Ability to thrive in a dynamic, growth-oriented environment.
Applicants with less experience are welcome to apply and will be considered for the manager position

If you believe you meet the above requirements and have the passion and drive to excel in this role, we invite you to submit your application. We apologies that only shortlisted candidates will be contacted. Please click the 'Apply' button below or send through your most updated CV to [email protected]. We apologies that only shortlisted candidates will be contacted.

Still considering? Contact Cathleen Chen on +852 3901 8731 for confidential discussion about it, we are always happy to help.

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AVP, Fund Distribution

Job Description - AVP, Fund Distribution

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