Sales Associate, Asset Management

Guotai Junan International Holdings Limited; Hong Kong; On-site; HKD 520,000 - 720,000; Full time

Job summary

Guotai Junan International Holdings Limited is seeking a capable professional to develop and maintain relationships with institutional clients and wealth management channels across banks, securities firms, insurance companies, family offices, and high-net-worth investors. You will support distribution of asset management products and prepare client-facing materials.

You will collaborate with investment, product, compliance and operations teams, monitor market trends, and contribute to new

Qualifications

• Bachelor's degree or above in Finance, Economics, Business Administration, or a related discipline.

Responsibilities

• Develop and maintain relationships with institutional clients and wealth management channels (banks, securities firms, insurance companies, family offices, and high-net-worth investors).
• Support distribution and marketing of asset management products (mutual funds, discretionary portfolios, and alternative investments).
• Prepare client presentations, marketing materials, market research, and business development reports.
• Assist in identifying client needs and providing tailored investment and asset allocation solutions.
• Participate in client meetings, roadshows, conferences, and marketing events.
• Work with investment, product, compliance and operations teams to support growth and servicing.
• Monitor market trends and industry opportunities to support product launches and initiatives.

Skills

Communication

Interpersonal skills

Relationship management

Analytical skills

Bilingual (English/Chinese)

Education

Bachelor's degree or above in Finance, Economics, Business Administration

Tools

PowerPoint

Excel

Job description

Develop and maintain relationships with institutional clients and wealth management channels, including banks, securities firms, insurance companies, family offices, and high-net-worth investors.

Support the distribution and marketing of asset management products, including mutual funds, discretionary portfolios, and alternative investment solutions.

Prepare client presentations, marketing materials, market research, and business development reports.

Assist in identifying client needs and providing tailored investment and asset allocation solutions.

Participate in client meetings, roadshows, conferences, and marketing events.

Work closely with investment, product, compliance, and operations teams to support business growth and client servicing.

Monitor market trends, competitor developments, and industry opportunities to support new product launches and business initiatives.

Job Requirements

Bachelor's degree or above in Finance, Economics, Business Administration, or a related discipline.

1-5 years of relevant experience in asset management, securities brokerage, private banking, wealth management, or financial services.

Strong interest in capital markets, investment products, and asset management.

Excellent communication, interpersonal, and relationship management skills.

Strong analytical, PowerPoint, and Excel skills.

Fluent in both English and Chinese.

Candidates holding relevant SFC licenses will be preferred.

Self-motivated, proactive, and able to work effectively in a fast-paced environment.

We offer an attractive remuneration package to the right candidate.