Sales, Asset Management

BOCOM International Holdings Company Limited; Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

BOCOM International Holdings Company Limited is seeking a client development and relationship management professional in Hong Kong. The role focuses on expanding client base among corporations, banks, family offices and high-net-worth individuals, delivering tailored asset allocation solutions and maintaining long-term relationships.

The ideal candidate will have 3+ years of sales experience in asset management, familiarity with HK market, and strong English/Chinese communication skills.

Qualifications

• At least 3 years of sales experience in asset management, investment banking or financial institutions in Hong Kong.
• SFC licenses (Type 4/9) preferred.
• Strong understanding of global financial markets and investment products.

Responsibilities

• Develop new business and maintain long-term client relationships with institutions and HNW individuals.
• Provide asset allocation solutions aligned with client risk appetite and objectives.
• Create marketing materials and build sales channels to enhance brand penetration.

Skills

Sales experience

Client relationships

English

Chinese

Mandarin

Data analysis

Microsoft Office

Education

Bachelor's degree or above in Finance/Economics/Marketing

Tools

Microsoft Office

Job description

BOCOM International Holdings Company Limited View all jobs

Client Development & Relationship Management: Focus on Hong Kong and global clients (corporations, banks, insurance companies, family offices, high-net-worth individuals, etc.), develop new businesses, maintain long-term cooperative relationships, and achieve a win-win result for clients' asset preservation and appreciation and the company's performance.

Cross-border Asset Allocation Services: Provide customized asset allocation solutions based on clients' risk appetite, investment objectives and compliance requirements, match the company's core products (fixed income, equities, alternatives, cross-border wealth management, etc.), and meet the set AUM and sales revenue targets.

Marketing Promotion & Channel Development: Develop product marketing materials, convey the company's investment philosophy and promote its businesses and products; build and maintain sales channels, and leverage internal and external resources to enhance brand influence and market penetration.

Cross-department Collaboration & Compliance Execution: Cooperate closely with the investment research, product, operation and compliance teams to respond to client needs efficiently; strictly abide by the regulatory requirements of the Securities and Futures Commission (SFC) of Hong Kong and the company's compliance rules, complete client KYC procedures on time, and ensure compliance throughout the entire sales process.

Market Information & Data Feedback: Track capital market dynamics, industry policies and competitors' developments; collect client needs and feedback to provide data support for product iteration and sales strategy optimization.

Requirements:

• Educational Background: Bachelor's degree or above, major in Finance, Economics, Marketing or related fields is preferred. -Industry Experience: At least 3 years of sales experience in asset management, investment banking or financial institutions in Hong Kong, familiar with the sales process of asset management products and the logic of asset allocation; mature client resources or distribution channels are a plus.
• Professional Qualification: Hold the Securities and Futures Commission (SFC) Type 4 (Advising on Securities) and Type 9 (Asset Management) licenses preferred.
• Professional Competence: Basic understanding of the global financial market and various investment products (stocks, bonds, funds, alternative assets, etc.); possess data analysis and roadshow material development capabilities, able to accurately interpret client needs and cooperate with the investment research team to provide investment solutions.
• Language & Communication Skills: Fluent in English and Chinese (written and spoken), proficient in Mandarin; with strong business negotiation, presentation and client relationship management capabilities.
• Core Traits: Strong sense of purpose and pioneering spirit, able to work under performance pressure; rigorous and meticulous, with strict adherence to compliance requirements; good team collaboration and customer service awareness.
• Technical Skills: Proficient in Microsoft Office, with data statistics and analysis capabilities, able to efficiently complete the preparation of sales materials and daily client maintenance work.

Data held by the Bankrelating to employment applications will be kept confidential and used only for consideration of applications. The bank may alsorefer suitable applicants to other vacancies within the Group. All personal data of unsuccessful applicants will be destroyed after therecruitment exercise. A copy of Personal Information Collection Statement is available uponrequest.

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Bank of Communications (Hong Kong) Limited (“Bank of Communications (Hong Kong)”) is a wholly owned subsidiary of Bank of Communications Co., Ltd., which provides personal banking, corporate banking and private banking services through 43 outlets, 4 business services centres and its private banking centre in Hong Kong.

With extensive network across the city, Bank of Communications (Hong Kong) has set up 37 wealth management service centres in its outlets that offer BComBEST customers a full range of professional banking services to address their needs at every life stage. Our business services centres work alongside enterprises to help facilitate the daily operation and explore business opportunities by providing integrated banking solutions. Bank of Communications (Hong Kong) serves premium private banking customers through a comprehensive array of personalised banking solutions. Customers can easily access to our integrated wealth management services no matter where they are.

Bank of Communications (Hong Kong) Limited (“Bank of Communications (Hong Kong)”) is a wholly owned subsidiary of Bank of Communications Co., Ltd., which provides personal banking, corporate banking and private banking services through 43 outlets, 4 business services centres and its private banking centre in Hong Kong.

With extensive network across the city, Bank of Communications (Hong Kong) has set up 37 wealth management service centres in its outlets that offer BComBEST customers a full range of professional banking services to address their needs at every life stage. Our business services centres work alongside enterprises to help facilitate the daily operation and explore business opportunities by providing integrated banking solutions. Bank of Communications (Hong Kong) serves premium private banking customers through a comprehensive array of personalised banking solutions. Customers can easily access to our integrated wealth management services no matter where they are.

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