Associate/ Assistant Vice President, ETF Sales

Value Partners Ltd; Hong Kong; On-site; HKD 420,000 - 700,000; Full time

Job summary

Value Partners Ltd in Hong Kong seeks an ETF Sales professional to drive distribution with banks, brokers, and institutional clients. You will manage onboarding, develop sales strategies, and identify growth opportunities to expand the ETF client base and market share.

You will work closely with Marketing, Product Development, Investment, Compliance and Operations to ensure successful ETF initiatives. Fluency in English, Mandarin and Cantonese is preferred for client interactions.

Qualifications

• Bachelor’s degree in Finance, Economics, Business or related field.
• 1–4 years of relevant experience in banks, brokers, ETF or asset management distribution.
• Solid understanding of ETFs, index products, liquidity, trading mechanics and market structure.
• Proven track record in sales and client relationship management within financial services.
• Strong communication, presentation and stakeholder management skills.
• Self‑driven, proactive and able to work independently in a fast‑paced environment.
• Proficiency in Excel and PowerPoint; Bloomberg knowledge preferred.
• Regulatory licenses (e.g., Hong Kong SFC Type 1/4/9) preferred.
• Fluent in English, Mandarin and Cantonese.

Responsibilities

• Drive ETF sales efforts with distributors and key accounts (banks, brokers, etc.).
• Support onboarding of new distribution partners and strategic accounts; manage sales pipeline and client activities via CRM.
• Develop and implement effective sales strategies aligned with ETF objectives and growth targets.
• Identify new business opportunities to expand ETF client base and market share.
• Contribute to broader ETF strategy including liquidity development, AUM growth and channel expansion.
• Address client enquiries and assist onboarding of distributors, ETF vendors, dealers and market makers.
• Conduct research, product pitches, market updates, commentaries and roadshow materials.
• Collaborate with Marketing, Product, Investment, Compliance and Operations to execute ETF initiatives.
• Support ETF capital markets by onboarding participating dealers and coordinating client schedules.

Skills

Communication skills

Presentation skills

Sales experience

Client relationships

Stakeholder management

Independent working

Education

Bachelor’s degree in Finance/Economics/Business

Tools

Bloomberg

Excel

PowerPoint

Job description

• Drive ETF sales efforts with distributors and key accounts (E.g. banks, brokerage firms, private banks, family offices, insurance partners and institutional clients).
• Support onboarding of new distribution partners and strategic accounts, manage sales pipeline and client activities tracking through CRM tools
• Develop and implement effective sales strategies aligned with overall ETF business objectives and growth targets.
• Identify new business opportunities and contribute to expanding the ETF client base and market share.
• Contribute to broader ETF strategy, including liquidity development, AUM growth, and channel expansion aligned with firm-level objectives.
• Address client enquiries, support the onboarding of new distributors, ETF vendors, participating dealers and market makers.
• Conduct research, product pitches, market updates, commentaries and presentation materials for roadshows, client engagement and investor education.
• Work closely with internal teams including Marketing, Product Development, Investment, Compliance and Operations to ensure effective execution of ETF initiatives.
• Support ETF capital markets by facilitating participating dealers and market makers onboarding processes, client schedule management for senior members.
• Maintain regulatory and compliance for client materials and disclosures, coordinate agreements review with legal and compliance.

Requirement

• Bachelor’s degree in Finance, Economics, Business, or a related discipline
• Minimum 1–4 years of relevant experience in banks, brokerage firms, experience in ETF or asset management distribution is a definite advantage.
• Solid understanding of ETFs, including index products, liquidity, trading mechanics, and market structure
• Proven track record in sales and client relationship management within financial services
• Strong communication, presentation, and stakeholder management skills
• Client-oriented mindset with strong commercial acumen and execution capability
• Self-motivated, proactive, and able to work independently in a fast-paced environment
• Proficiency in Excel and PowerPoint; Bloomberg knowledge preferred
• Relevant regulatory licenses (e.g., Hong Kong SFC Type 1/4/9) preferred
• Proficient in both written and spoken English, Mandarin and Cantonese.