Greater China Institutional Sales AVP — Client Growth

Nuveen, a TIAA company; Hong Kong; On-site; HKD 420,000 - 660,000; Full time

Job summary

Nuveen is seeking a high-caliber professional to support the Greater China distribution team within our Institutional Sales group in Hong Kong. You will help drive sales and deliver a high-quality client experience, working closely with institutional investors, their investment advisors and financial platforms.

The role offers exposure to the largest institutional clients and requires building knowledge across Nuveen’s products, processes and client engagement.

Qualifications

• Asset management background with knowledge of Greater China market trends.
• Proven track record in institutional sales support and client relationships.
• Strong MS Office skills (Excel, Word, PowerPoint) required.
• Proficient in English, Cantonese and Mandarin.
• Bachelor’s degree in Finance or Business or equivalent discipline.

Responsibilities

• Build and maintain strong relationships with existing and prospective clients across Greater China, coordinating investment catch-ups.
• Prepare sales and consultant leads for external client meetings with background information.
• Coordinate and lead key client meetings and events, driving ongoing engagement.
• Manage client and consultant requests and communications with timely follow-through.
• Identify opportunities and support pipeline generation across Nuveen's investment capabilities.
• Coordinate the RFP process with investment affiliates to ensure appropriate coverage.
• Maintain and enhance client and internal data in systems.
• Support the preparation of business planning and strategy materials.
• Deliver standard reporting and data management across channels.

Skills

Asset management background

Institutional sales support experience

MS Office proficiency

Languages English Cantonese Mandarin

Education

Bachelor’s degree in Finance or Business or equivalent discipline

Tools

MS Office: Excel Word PowerPoint

Job description

Nuveen is seeking a high-caliber professional to support the Greater China distribution team within our Institutional Sales group in Hong Kong. You will help drive sales and deliver a high-quality client experience, working closely with institutional investors, their investment advisors and financial platforms.

The role offers exposure to the largest institutional clients and requires building knowledge across Nuveen’s products, processes and client engagement.