Institutional Sales Specialist — Greater China

TIAA; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

Nuveen, part of TIAA, is seeking a skilled Institutional Sales Support professional for its Greater China distribution team. The role focuses on expanding client relationships with institutional investors, coordinating meetings, and driving engagement across a wide range of investment products.

The ideal candidate will have a background in asset management, strong English, Cantonese and Mandarin, and a track record in sales support.

Qualifications

• Asset management background preferred with a good understanding of the Greater China market including key industry trends and developments.
• Demonstrable track record within institutional sales support, as well as building strong working relationships.
• Strong skills in MS Office product suite (Excel, Word, and 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 to help broaden Nuveen's institutional client base across Greater China, including coordinating and leading periodic investment catch-ups with investors.
• Prepare sales and consultant leads for external client meetings, collating relevant background on prior engagements and prospect/client information.
• Coordinate and lead key client and prospect meetings and events, attending as required and driving ongoing engagement to strengthen existing relationships.
• Manage client and consultant requests and communications, ensuring timely and consistent follow-through.
• Identify opportunities and support pipeline generation across Nuveen's investment capabilities, including through conferences and networking events.
• Coordinate the Request for Proposal (RFP) process, partnering with investment affiliates to ensure appropriate coverage across investment products and solutions.
• Maintain and enhance client and internal data in systems, ensuring accuracy and consistency across platforms.
• Support the preparation of business planning and strategy materials, including materials communicating the Greater China distribution plan internally.
• Deliver standard reporting and data management across business channels.

Skills

Asset management

Institutional sales support

Relationship building

English proficiency

Cantonese

Mandarin

Education

Bachelor’s degree in Finance or Business

Tools

MS Office (Excel, Word, PowerPoint)

Job description

Nuveen, part of TIAA, is seeking a skilled Institutional Sales Support professional for its Greater China distribution team. The role focuses on expanding client relationships with institutional investors, coordinating meetings, and driving engagement across a wide range of investment products.

The ideal candidate will have a background in asset management, strong English, Cantonese and Mandarin, and a track record in sales support.