Associate, Sales Asset Management -$30k-40K

Asia Progress Executive Limited; Hong Kong; Hybrid; HKD 500,000 - 900,000; Full time

Job summary

Asia Progress Executive Limited represents a Chinese asset management firm recruiting in Hong Kong. The role focuses on developing business with institutional and retail channels and serving as the primary liaison between the firm and investors.

You will lead the preparation and distribution of marketing materials, manage client onboarding and due diligence, and coordinate roadshows and training sessions to promote fund solutions. Fluency in English and Chinese is required.

Qualifications

• Bachelor’s degree in Finance, Business, Economics or related fields.
• Minimum 3 years relevant Fund sales experience in an asset management company or financial services.
• Securities qualification required; knowledge of regulations and compliance.
• Proficiency in English and Chinese.

Responsibilities

• Proactively identify and develop new business opportunities with institutional clients and/or retail channels.
• Serve as the liaison between the firm and investors; deliver tailored investment solutions.
• Lead creation and distribution of marketing materials, including newsletters and performance updates.
• Manage client onboarding, due diligence, and ongoing servicing and relationship management.
• Plan and execute marketing roadshows, client training sessions, and investor meetings.

Skills

Relationship management

Sales

Communication

Market analysis

Education

Bachelor's degree (Finance/Economics)

Job description

Our client is a Chinese Asset Management firm. To cope with the rapid business expansion, they are now inviting high caliber candidates to join the team

Responsibilities:

Proactively identify and develop new business opportunities while cultivating and maintaining long-term relationships with institutional clients and/or retail distribution channels.

Serve as the key liaison between the firm and investors, delivering tailored investment solutions and supporting product adoption across targeted channels.

Lead the creation and distribution of marketing materials, including monthly newsletters, fund performance updates, investment commentaries, and market insights.

Manage client onboarding processes, conduct due diligence, and handle ongoing client servicing and relationship management.

Plan and execute marketing roadshows, client training sessions, investor meetings, and channel promotion campaigns.

Perform such other duties as shall from time to time be directed by superiors.

Requirements:

Bachelor’s degree in Finance, Business, Economics or related fields.

Minimum 3 years relevant Fund sales experience in an asset management company, or other applicable financial services business line, Client onboarding/ account opening experience in Asset Management considered

Solid understanding of asset management products and sales processes; excellent client communication and presentation skills.

Strong market analysis and marketing planning abilities, capable of independently preparing and delivering professional materials.

Results-oriented with exceptional business development skills and a collaborative mindset.

Securities qualification required, with knowledge of relevant regulations and compliance requirements.

Proficiency in both English and Chinese.

Personal data provided by job applicants will be used strictly in accordance with the employer’s personal data policies, a copy of which will be provided upon request

All information provided will be used for recruitment purpose only

Your application will include the following questions:

• Which of the following statements best describes your right to work in Hong Kong?
• What's your expected monthly basic salary?
• How many years' experience do you have as an Asset Manager?
• How many years of asset management experience do you have?