Fund Sales Specialist: Client Lifecycle & DD Materials

金母雞投資管理有限公司; Hong Kong; On-site; HKD 380,000 - 540,000; Full time

Job summary

Taiping Financial Holdings Company Limited is seeking a qualified professional in Hong Kong to manage the complete customer conversion lifecycle for fund sales and to support institutional client due diligence.

The role requires a Bachelor's degree or above, at least 3 years of relevant experience (finance-related majors preferred), and excellent English communication skills. The candidate should be presentable, work well under pressure, and be willing to travel for business.

Qualifications

• Full-time Bachelor's degree or above
• Minimum 3 years of relevant working experience (exceptional high-calibre fresh graduates may be considered)
• Finance-related major preferred
• Quick learner who can master new knowledge areas efficiently
• Fluent and professional English in listening, speaking, reading and writing
• Strong verbal and written communication skills
• Strong sense of responsibility, meticulous, high EQ, good interpersonal skills
• Able to work under pressure
• Presentable appearance
• Ready for business trips

Responsibilities

• Follow up the entire customer conversion lifecycle for fund sales
• Compile and update DD materials, and support institutional client due diligence
• Continuously optimize fund sales tools and materials
• Arrange salons, dining and other related hospitality activities

Skills

English proficiency

Communication skills

Interpersonal skills

Attention to detail

Quick learner

High EQ

Work under pressure

Presentable appearance

Business trips

Education

Bachelor’s degree

Finance-related major preferred

Job description

Taiping Financial Holdings Company Limited is seeking a qualified professional in Hong Kong to manage the complete customer conversion lifecycle for fund sales and to support institutional client due diligence.

The role requires a Bachelor's degree or above, at least 3 years of relevant experience (finance-related majors preferred), and excellent English communication skills. The candidate should be presentable, work well under pressure, and be willing to travel for business.