Associate, Asset Management Sales

GF Holdings (Hong Kong) Corporation Ltd; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

GF Holdings (Hong Kong) Corporation Ltd is seeking a professional to maintain and develop institutional and HNW client relationships in asset management, supporting strategic growth. You will manage marketing collaterals, research peer fund performance, and assist in setting up segregated portfolios and offshore structures by drafting essential legal documents.

Requires a Master’s degree, 3–5 years in client servicing or sales support, Bloomberg Terminal and MS Office proficiency, and Mandarin

Qualifications

• Master degree or above in Finance, Economics, Business Administration, or related field.
• 3–5 years of client servicing, sales support, or operations in asset management, wealth management, or institutional banking.
• High proficiency in Bloomberg Terminal and Microsoft Office (Excel and PowerPoint).
• Strong attention to detail and project management; collaborate 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 to support the business development pipeline.
• Research peer fund performance, asset size, strategies, and service structures to provide tailored client solutions.
• Assist in setting up segregated portfolios and offshore structures (e.g., Cayman-listed funds) by drafting and revising legal documents including IMAs, Master PPMs, and SPPMs.
• Collaborate with legal, compliance, and investment teams.

Skills

Client relationship management

Bloomberg Terminal

Excel

PowerPoint

Project management

Education

Master degree or above in Finance, Economics, Business Administration, or related field

Tools

Bloomberg Terminal

MS Office

Job description

Maintain and develop institutional and HNW client relationship for asset management business;

Manage marketing collaterals, including pitch books, fact sheets, and presentation decks to support the business development pipeline;

Research on peer fund performance, asset size, strategies, and service structures to provide tailored client solutions;

Assist in setting up segregated portfolios and offshore structures (e.g., Cayman-listed funds) by drafting and revising legal documents including IMAs, Master PPMs, and SPPMs.

Requirements:

Master degree or above in Finance, Economics, Business Administration, or a related field;

Minimum of 3–5 years of experience in client servicing, sales support, or operations within asset management, wealth management, or institutional banking;

High proficiency in Bloomberg Terminal and Microsoft Office Suite (Excel and PowerPoint);

Exceptional attention to detail, strong project management skills, and the ability to collaborate effectively with legal, compliance, and investment teams;

Good language skills, including written Chinese and spoken Mandarin.

GF Securities (Hong Kong), which includes GF Holdings (Hong Kong) Corporation Limited and its subsidiaries, is the core platform for GF Securities Co., Ltd. to implement its globalization strategy.

GF Securities (Hong Kong) thrives to become a leading Chinese securities firm with Asia focus, Chinese expertise, and Greater Bay Area characteristics.

After nearly 20 years of development, GF Securities (Hong Kong) provides comprehensive financial services, including global securities, investment banking, wealth management and brokerage, and investment management, to global and local enterprises, institutions, retail, and high-net-worth clients.

GF Securities (Hong Kong), which includes GF Holdings (Hong Kong) Corporation Limited and its subsidiaries, is the core platform for GF Securities Co., Ltd. to implement its globalization strategy.

GF Securities (Hong Kong) thrives to become a leading Chinese securities firm with Asia focus, Chinese expertise, and Greater Bay Area characteristics.

After nearly 20 years of development, GF Securities (Hong Kong) provides comprehensive financial services, including global securities, investment banking, wealth management and brokerage, and investment management, to global and local enterprises, institutions, retail, and high-net-worth clients.