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

Asia Progress Executive Limited; Hong Kong Island; Sur place; HKD 480 000 - 720 000; Plein temps

Résumé du poste

Asia Progress Executive Limited on behalf of a Chinese asset management firm in Hong Kong seeks a seasoned sales professional to drive business growth with institutional clients and distribution channels. You will tailor investment solutions and support product adoption across channels, building long-term client relationships and delivering insightful market commentary.

The role covers onboarding, due diligence, and proactive engagement through roadshows, trainings, and investor meetings to

Qualifications

• Bachelor’s degree in Finance, Business, Economics or related fields.
• Minimum 3 years relevant sales experience in an asset management company, or other applicable financial services business line.
• 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.

Responsabilités

• 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.

Connaissances

Sales Experience

Relationship Building

Presentations

Client Servicing

Formation

Bachelor's in Finance

Description du poste

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 sales experience in an asset management company, or other applicable financial services business line.

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.

China Merchants Bank Co., Ltd., Hong Kong Branch