Business Development Executive

Trivesta Group; Hong Kong; On-site; HKD 300,000 - 600,000; Full time

Job summary

Trivesta Group is hiring across multiple seniority levels to support distribution of fixed income and income-enhancement fund products in Hong Kong. The role emphasizes understanding return drivers, FX trading, and insurance-linked notes with guidance from senior colleagues.

You will engage with HNW individuals, family offices, and institutional clients in Greater China, contributing to AUM growth and market education while building a robust sales pipeline and trusted relationships with banks

Qualifications

• Bachelor's degree or above from a reputable local or overseas university (Finance, Economics, or Business preferred).
• Genuine interest in financial markets, asset management, and funds—not just as a job, but as a field you actively follow.
• Strong communication and presentation skills, with fluency in English and Mandarin (Cantonese is an advantage).
• Self-driven and ambitious—you want to build a serious career in wealth management, not just fill a role.
• Some prior internships or work experience in a financial institution, private banking, or asset management is preferred but not essential.

Responsibilities

• Identify and acquire HNW individuals, family offices, and institutional clients with focus on Greater China and local premium segments.
• Assist in driving AUM growth through proactive outreach, client meetings and disciplined follow-up with a trackable sales pipeline.
• Build and nurture relationships with banker contacts and intermediary channels to expand distribution reach.
• Learn to explain product structures, return drivers, risks, liquidity, and fees in a clear and compliant manner with guidance from senior colleagues.
• Assist in preparing client pitch materials, market updates, product offerings, and due diligence questionnaires in English and Chinese.

Skills

English & Mandarin fluency

Education

Bachelor's degree or above

Job description

We are hiring across multiple seniority levels to support the distribution of fixed income and income-enhancement fund products, where return drivers include systematic FX trading and notes linked to insurance policy coverage.

Key Responsibilities

• Identifying and acquiring HNW individuals, family offices, and institutional clients, with a focus on Greater China and local premium market segments.
• Assist in driving AUM growth through proactive outreach, client meetings, and disciplined follow-up, while maintaining a trackable sales pipeline.
• Build and nurture relationships with banker contacts and intermediary channels (private banks, retail banks, insurance firms) to expand distribution reach.
• Learn to explain product structures, return drivers, key risks, liquidity, and fees in a clear and compliant manner, with guidance from senior colleagues.
• Assist in preparing client pitch materials, market updates, product offerings, and due diligence questionnaires (DDQs) in both English and Chinese.
• Monitor financial markets (FX, rates, fixed income) and translate market developments into investor-ready messaging with team support.
• Collect and relay client feedback to help refine product positioning and target segment strategies.

Requirements

• Bachelor's degree or above from a reputable local or overseas university (Finance, Economics, or Business preferred).
• Genuine interest in financial markets, asset management, and funds—not just as a job, but as a field you actively follow.
• Strong communication and presentation skills, with fluency in English and Mandarin (Cantonese is an advantage)
• Self-driven and ambitious—you want to build a serious career in wealth management, not just fill a role.
• Some prior internships or work experience in a financial institution, private banking, or asset management is preferred but not essential.

What We Offer

• Direct exposure to senior leadership and high-value client relationships from day one.
• A clear progression pathway within a growing global asset management firm.
• A supportive, high-performance team culture with ongoing training and market education.

We believe that diverse perspectives drive innovation. We welcome top talents from local and global institutions to grow with us. This position is fully open to global talents and mainland professionals under the following arrangements:

• Campus Talent / Fresh Graduates: Applications from fresh graduate candidates (2025-2027), non-local graduates holding or eligible for the IANG (Immigration Arrangements for Non-local Graduates) visa will be considered.
• Experienced Professionals: Candidates who have arrived or are planning to reside in Hong Kong via the TTPS (Top Talent Pass Scheme Category A/B/C), QMAS (Quality Migrant Admission Scheme), or ASMTP (Admission Scheme for Mainland Talents and Professionals).