Institutional Sales Senior Manager/Director/Executive Director

China Universal Asset Management (Hong Kong) Company Limited; Hong Kong; Vor Ort; HKD 500.000 - 900.000; Vollzeit

Zusammenfassung

China Universal Asset Management (Hong Kong) Company Limited is seeking a highly motivated sales professional to join our Hong Kong team, driving business development and client engagement with financial institutions and corporate investors.

Requirements include a Master's degree or above, at least five years' hands-on asset management experience in Mainland China, and fluency in English, Cantonese and Mandarin; you will liaise with investment, product, operations, legal and compliance teams.

Qualifikationen

• Master's degree or above.
• Minimum 5 years of solid on-the-ground experience in the Mainland China asset management industry, with in-depth understanding of financial regulations, market ecosystem, and client decision-making logic.
• Familiarity with the business culture and communication styles of both Mainland China and Hong Kong.
• Proficient in MS Office software and data processing.

Aufgaben

• Drive business development, leveraging deep relationships with financial institutions and corporate investors.
• Lead client engagement and relationship management, including due diligence, RFP/RFI responses, and cross-team coordination.
• Provide client onboarding support including KYC/AML procedures, account opening, and reporting.
• Participate in marketing and event initiatives, contribute to market research, data analysis, and promotional material preparation.
• Support ad hoc projects as required.

Kenntnisse

English (fluent)

Cantonese (fluent)

Mandarin (fluent)

Relationship management

MS Office

Cross-functional collaboration

Ausbildung

Master's degree or above

Tools

MS Office

Jobbeschreibung

– Asset Management

We are a top-tier asset management firm in China and looking for highly motivated professional who will join our sales team in Hong Kong.

Responsibilities

• 1. Drive business development, leveraging deep relationships with financial institutions and corporate investors
• 2. Lead client engagement and relationship management, including preparing due diligence materials, RFP/RFI responses, and coordinating with investment, product, operations, legal and compliance teams
• 3. Client service for financial institutions and corporate investors; support client onboarding, KYC/AML procedures, account opening, reporting
• 4. Participate in marketing and event initiatives, contributing to market research, data analysis, and promotional material preparation
• 5. Provide support in ad hoc projects

Qualifications

• 1. Master's degree or above;
• 2. Minimum 5 years of solid on-the-ground experience in the Mainland China asset management industry, with in-depth understanding of financial regulations, market ecosystem, and client decision-making logic;
• 3. Familiarity with the business culture and communication styles of both Mainland China and Hong Kong;
• 4. Have good comprehensive ability in writing, data processing, material production, etc., be proficient in MS office software,
• 5. Be conscientious, with good learning ability, strong execution ability; be responsibility and pressure resistance.
• 6. Fluent spoken and written in English, Cantonese and Mandarin

Our workplace reflects our values: Integrity, Passion, Teamwork, Client First and Gratitude. We value different views and encourage our people to develop to their full potential.

We offer competitive benefit and good career development opportunities with a professional & friendly working environment.

All information provided by applicants will be kept confidential and will be used in accordance with the Company’s Personal Data Collection Statement, which is available upon request.