Asset Management Sales Specialist

Gfgroup; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

Gfgroup in Hong Kong seeks an Associate for Asset Management Sales to build and deepen relationships with institutional and HNW clients. The role supports business development by managing pitch books, fact sheets and decks, and by researching peer funds to tailor client solutions.

The candidate will assist in setting up segregated portfolios and offshore structures, drafting documents like IMAs, Master PPMs and SPPMs, and coordinate with legal, compliance, and investment teams.

Qualifications

• Master degree or above in Finance, Economics or related field.
• 3–5 years in client servicing, sales support or operations within asset/wealth management.
• Proficiency with Bloomberg Terminal and MS Office (Excel and PowerPoint).
• Strong attention to detail and ability to coordinate with legal, compliance and investment teams.
• Good language skills including written Chinese and spoken Mandarin.

Responsibilities

• Maintain and develop institutional and HNW client relationships for asset management.
• Manage marketing collaterals, including pitch books, fact sheets, and presentation decks.
• Research peer fund performance, asset size, strategies, and service structures to tailor client solutions.
• Assist in setting up segregated portfolios and offshore structures by drafting and revising legal docs (IMAs, Master PPMs, SPPMs).

Skills

Client relationship management

Market research

Stakeholder collaboration

Attention to detail

Project management

Education

Master degree or above in Finance/Economics/Business Administration

Tools

Bloomberg Terminal

Excel

PowerPoint

Job description

Gfgroup in Hong Kong seeks an Associate for Asset Management Sales to build and deepen relationships with institutional and HNW clients. The role supports business development by managing pitch books, fact sheets and decks, and by researching peer funds to tailor client solutions.

The candidate will assist in setting up segregated portfolios and offshore structures, drafting documents like IMAs, Master PPMs and SPPMs, and coordinate with legal, compliance, and investment teams.