Asset Management Sales & Client Onboarding Specialist

Asia Progress Executive Limited; Hong Kong; On-site; HKD 600,000 - 800,000; Full time

Job summary

Asia Progress Executive Limited client, a Chinese asset management firm, seeks a skilled fund sales professional to drive new opportunities and nurture relationships with institutional and retail channels.

You will coordinate onboarding, due diligence, and investor servicing, and lead marketing communications, newsletters, and market insights.

The role requires a finance background, securities qualification, and fluency in English and Chinese, with at least three years of relevant experience.

Qualifications

• Bachelor's degree in Finance/Business/Economics or related fields.
• Minimum 3 years fund sales experience in asset management or related financial services.
• Securities qualification required.
• Fluency in English and Chinese.

Responsibilities

• Identify and develop new business opportunities with institutional clients and distribution channels.
• Liaise between the firm and investors, delivering tailored investment solutions and supporting product adoption.
• Lead creation and distribution of marketing materials and market insights.
• Manage client onboarding, due diligence, and ongoing servicing and relationship management.
• Plan and execute marketing roadshows, client trainings, investor meetings and channel campaigns.
• Perform other duties as directed by superiors.

Skills

Client communication

Presentation skills

Market analysis

Business development

Team collaboration

Education

Bachelor's degree in Finance/Business/Economics

Job description

Asia Progress Executive Limited client, a Chinese asset management firm, seeks a skilled fund sales professional to drive new opportunities and nurture relationships with institutional and retail channels.

You will coordinate onboarding, due diligence, and investor servicing, and lead marketing communications, newsletters, and market insights.

The role requires a finance background, securities qualification, and fluency in English and Chinese, with at least three years of relevant experience.