DescriptionAbout the role
Reporting to the Head of Intermediary Business, North Asia, this newly created Hong Kong–based role will support both account management and business development across First Sentier Group’s retail funds business in key North Asia markets.
This is a great opportunity to join a well-established and supportive distribution team, working closely with investment teams, marketing, and other business functions, while playing a key role in driving growth across a diverse range of investment products within a collaborative affiliate model.
About you
Your experience
- Strong understanding of North Asia market dynamics, with the ability to add value to client relationships across retail banks and insurance channels through the effective positioning of funds and products
- Degree qualified in finance (or related discipline) with 4+ years’ experience, ideally within an international fund manager or financial services environment
- Confident presenting to internal stakeholders, clients, prospects and IFAs
- Ability to identify and manage issues across investment, operations, and legal/compliance through resolution
Your skills
- SFC licensed (or eligible)
- Adaptive, quick learner with the ability to manage varied requests across multiple business units
- Strong client servicing, interpersonal, analytical and problem-solving skills
- Well organised with strong time management and attention to detail
- Excellent communication skills in Cantonese, English and Mandarin (written and verbal)
- Positive and professional approach, with the ability to work independently and under pressure
- Proactive mindset, with a willingness to suggest and drive process improvements
- Team-oriented, with the ability to collaborate effectively across investment teams and broader business functions
- Proficient in Microsoft Office and familiar with third-party platforms (e.g. Bloomberg, Salesforce)
Your day-to-day
- Provide sales and client service support across the North Asia Distribution team, focusing on retail channels
- Engage with distributors to deliver product updates, market insights and targeted initiatives to drive sales momentum
- Support the management of client relationships, including reporting, onboarding (AML/KYC) and ongoing servicing
- Ensure client requests are handled in line with investment team guidelines
- Act as a key liaison across internal teams to support efficient and compliant sales operations
- Prepare and review client presentations and sales materials
- Maintain CRM and database integrity, ensuring accuracy and compliance
- Support the Head of Intermediary Business and wider distribution team, partnering closely with investment, marketing and operations teams
Our commitment to Diversity, Equity & Inclusion (DE&I)
We value the different experience, ideas and perspectives that our people bring to the work they do. We are committed to fostering an inclusive and equitable culture where diversity can thrive. We believe this leads to better outcomes for our people and our clients, and it’s the right thing to do.
We provide equal employment opportunities to applicants regardless of race, religion, sex, sexual orientation, gender identity or expression, disability, age, family status, or any other category protected by law.
If you require any adjustments throughout the recruitment process or as part of the role, please let us know so we can support you.
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