Intermediary Sales, Senior Associate/ Vice President

China Asset Management (Hong Kong); Hong Kong; On-site; HKD 800,000 - 1,100,000; Full time

Job summary

China Asset Management (Hong Kong) Limited is seeking a proactive Intermediary Sales professional to develop and maintain relationships with intermediary distribution partners across Hong Kong and other target markets. You will drive business growth by distributing investment products and expanding client coverage while collaborating with internal teams to deliver tailored investment solutions.

The role requires a Bachelor's degree in a related field, at least 3 years in intermediary sales or

Qualifications

• Bachelor’s degree in Finance, Economics, Business Admin, Marketing or related field.
• ≥3 years in intermediary sales, fund distribution, wealth management, asset management or related financial services.
• Strong understanding of financial markets and investment products.
• Proven ability to develop client relationships and generate new business opportunities.
• Strong communication, presentation, negotiation and interpersonal skills.
• Sales-driven with a client-centric approach in a fast-paced environment.
• Fluent in English and Chinese.
• HKSI/SFC regulatory qualifications.
• Existing relationships with intermediary distributors (preferred).
• Experience in distribution of mutual funds/ETFs or asset management products (preferred).
• Knowledge of HK asset management and distribution landscape (preferred).

Responsibilities

• Develop and maintain relationships with intermediary clients and distribution partners, including banks, private banks, securities firms, wealth management platforms.
• Drive sales of the firm's investment products and achieve sales targets.
• Identify client needs and provide suitable investment solutions across asset classes and strategies.
• Expand client coverage and develop new distribution opportunities within target market segments.
• Organize and participate in client meetings, roadshows, seminars, and marketing events.
• Collaborate with product, investment, and marketing teams to support business development and client engagement activities.
• Monitor market developments, industry trends, and competitor activities to identify growth opportunities.
• Provide ongoing relationship management and client servicing support to strengthen client retention and satisfaction.
• Prepare sales reports, pipeline updates, and management presentations.
• Ensure all business activities are conducted in compliance with applicable regulations and internal policies.
• Support ad hoc projects and other business development initiatives as assigned.

Skills

Intermediary sales

Client relations

Sales targets

Presentation skills

Negotiation

Cross-functional

Bilingual EN/CN

Financial markets

HKSI/SFC qualified

Industry knowledge

Education

Bachelor's in Finance

Job description

Established in 2008, China Asset Management (Hong Kong) Limited ("ChinaAMC (HK)") is a leading Chinese asset manager in Hong Kong. The company is a wholly owned subsidiary of China Asset Management Co. Limited, one of the trusted asset managers and largest ETF provider in Mainland China with over USD 464.5 billion assets under management as of December 31, 2025.

About the Role

We are seeking a proactive and client-focused Intermediary Sales professional to develop and maintain relationships with intermediary distribution partners across Hong Kong and other target markets. The successful candidate will be responsible for driving business growth through the distribution of the firm's investment products, expanding client coverage, and identifying new business opportunities. This role requires close collaboration with internal stakeholders, including investment, product, and marketing teams, to deliver investment solutions and provide exceptional client service.

Key Responsibilities

• Develop and maintain relationships with intermediary clients and distribution partners, including banks, private banks, securities firms, wealth management platforms.
• Drive sales of the firm's investment products and execute business development initiatives to achieve sales targets.
• Identify client needs and provide suitable investment solutions across a range of asset classes and strategies.
• Expand client coverage and develop new distribution opportunities within target market segments.
• Organize and participate in client meetings, roadshows, seminars, and marketing events.
• Collaborate with product, investment, and marketing teams to support business development and client engagement activities.
• Monitor market developments, industry trends, and competitor activities to identify growth opportunities.
• Provide ongoing relationship management and client servicing support to strengthen client retention and satisfaction.
• Prepare sales reports, pipeline updates, and management presentations.
• Ensure all business activities are conducted in compliance with applicable regulations and internal policies.
• Support ad hoc projects and other business development initiatives as assigned.

Required Qualifications, Capabilities, and Skills

• Bachelor's degree or above in Finance, Economics, Business Administration, Marketing, or a related discipline.
• Minimum 3 years of experience in intermediary sales, fund distribution, wealth management, asset management, private banking, institutional sales, or related financial services functions.
• Solid understanding of financial markets, investment products, and asset management businesses.
• Proven ability to develop and manage client relationships and generate new business opportunities.
• Strong communication, presentation, negotiation, and interpersonal skills.
• Commercially minded with a strong sales drive and client-centric approach.
• Self-motivated, proactive, and able to work effectively in a fast-paced environment.
• Strong organizational, analytical, and problem-solving skills.
• Fluency in English and Chinese.
• Holder of relevant HKSI / SFC regulatory qualifications.

Preferred Qualifications, Capabilities, and Skills

• Existing relationships with intermediary distributors.
• Experience in the distribution of mutual funds, ETFs, alternative investments, or other asset management products.
• Knowledge of the Hong Kong asset management and distribution landscape.