Asset Management Sales Associate – Client Onboarding & Growth
Global Executive Consultants Ltd.
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Résumé du poste
Global Executive Consultants Limited on behalf of a leading investment bank is seeking a high-caliber candidate for an Asset Management Sales Support role in Hong Kong. The successful candidate will handle client onboarding, KYC/CDD operations, and provide timely market insights and newsletters to institutional clients and distributor channels.
The role requires a university degree in Finance or Economics, at least 3 years of sales assistant experience in asset management, and fluent Chinese and
Qualifications
- University degree in Finance, Economics or related disciplines.
- 3 years’ sales assistant experience in asset management is a MUST
- Familiar with asset management products, account opening and sales processes
- Self-initiative, independent with good interpersonal and communication skills
- Able to liaise effectively with the various business units and supporting units
- Excellent command of spoken and written Chinese and English including Cantonese and Putonghua
Responsabilités
- Involve in business development and provide account opening / sales service support to institutional clients and retail distribution channels
- Conduct account opening, client onboarding, KYC / CDD operation control and process
- Deliver fund performance updates / market insights / newsletters to the clients
- Strengthen existing customer relationships by planning marketing events and promotion campaigns
Connaissances
Formation
Outils
Description du poste
Global Executive Consultants Limited on behalf of a leading investment bank is seeking a high-caliber candidate for an Asset Management Sales Support role in Hong Kong. The successful candidate will handle client onboarding, KYC/CDD operations, and provide timely market insights and newsletters to institutional clients and distributor channels.
The role requires a university degree in Finance or Economics, at least 3 years of sales assistant experience in asset management, and fluent Chinese and
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