Associate, Sales/ Client onboarding Asset Management -$30k-40K

Asia Progress Executive Limited; Hong Kong; Sur place; HKD 600 000 - 800 000; Plein temps

Résumé du poste

Asia Progress Executive Limited client, a Chinese asset management firm, seeks a skilled fund sales professional to drive new opportunities and nurture relationships with institutional and retail channels.

You will coordinate onboarding, due diligence, and investor servicing, and lead marketing communications, newsletters, and market insights.

The role requires a finance background, securities qualification, and fluency in English and Chinese, with at least three years of relevant experience.

Qualifications

• Bachelor's degree in Finance/Business/Economics or related fields.
• Minimum 3 years fund sales experience in asset management or related financial services.
• Securities qualification required.
• Fluency in English and Chinese.

Responsabilités

• Identify and develop new business opportunities with institutional clients and distribution channels.
• Liaise between the firm and investors, delivering tailored investment solutions and supporting product adoption.
• Lead creation and distribution of marketing materials and market insights.
• Manage client onboarding, due diligence, and ongoing servicing and relationship management.
• Plan and execute marketing roadshows, client trainings, investor meetings and channel campaigns.
• Perform other duties as directed by superiors.

Connaissances

Client communication

Presentation skills

Market analysis

Business development

Team collaboration

Formation

Bachelor's degree in Finance/Business/Economics

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 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