Asset Management Sales Associate - Wealth & Institutions

Guotai Junan International Holdings Limited; Hong Kong; On-site; HKD 520,000 - 720,000; Full time

Job summary

Guotai Junan International Holdings Limited is seeking a capable professional to develop and maintain relationships with institutional clients and wealth management channels across banks, securities firms, insurance companies, family offices, and high-net-worth investors. You will support distribution of asset management products and prepare client-facing materials.

You will collaborate with investment, product, compliance and operations teams, monitor market trends, and contribute to new

Qualifications

• Bachelor's degree or above in Finance, Economics, Business Administration, or a related discipline.

Responsibilities

• Develop and maintain relationships with institutional clients and wealth management channels (banks, securities firms, insurance companies, family offices, and high-net-worth investors).
• Support distribution and marketing of asset management products (mutual funds, discretionary portfolios, and alternative investments).
• Prepare client presentations, marketing materials, market research, and business development reports.
• Assist in identifying client needs and providing tailored investment and asset allocation solutions.
• Participate in client meetings, roadshows, conferences, and marketing events.
• Work with investment, product, compliance and operations teams to support growth and servicing.
• Monitor market trends and industry opportunities to support product launches and initiatives.

Skills

Communication

Interpersonal skills

Relationship management

Analytical skills

Bilingual (English/Chinese)

Education

Bachelor's degree or above in Finance, Economics, Business Administration

Tools

PowerPoint

Excel

Job description

Guotai Junan International Holdings Limited is seeking a capable professional to develop and maintain relationships with institutional clients and wealth management channels across banks, securities firms, insurance companies, family offices, and high-net-worth investors. You will support distribution of asset management products and prepare client-facing materials.

You will collaborate with investment, product, compliance and operations teams, monitor market trends, and contribute to new