Sales Associate, Asset Management (HK$25K - $30K) (Ref. No.: 27907)

Global Executive Consultants Ltd.; Hong Kong; On-site; HKD 180,000 - 320,000; Full time

Job summary

Global Executive Consultants Limited on behalf of a leading investment bank is seeking a high-caliber candidate for an Asset Management Sales Support role in Hong Kong. The successful candidate will handle client onboarding, KYC/CDD operations, and provide timely market insights and newsletters to institutional clients and distributor channels.

The role requires a university degree in Finance or Economics, at least 3 years of sales assistant experience in asset management, and fluent Chinese and

Qualifications

• University degree in Finance, Economics or related disciplines.
• 3 years’ sales assistant experience in asset management is a MUST
• Familiar with asset management products, account opening and sales processes
• Self-initiative, independent with good interpersonal and communication skills
• Able to liaise effectively with the various business units and supporting units
• Excellent command of spoken and written Chinese and English including Cantonese and Putonghua

Responsibilities

• Involve in business development and provide account opening / sales service support to institutional clients and retail distribution channels
• Conduct account opening, client onboarding, KYC / CDD operation control and process
• Deliver fund performance updates / market insights / newsletters to the clients
• Strengthen existing customer relationships by planning marketing events and promotion campaigns

Skills

Client onboarding

KYC/CDD operations

Sales support

Interpersonal communication

Cantonese

Putonghua

English proficiency

Education

University degree in Finance / Economics

Tools

Asset management products

Account opening processes

Sales process knowledge

Job description

Our client, a Leading Investment Bank is looking for high-caliber person to fill the position

Responsibilities

Involve in business development and provide account opening / sales service support to institutional clients and retail distribution channels

Conduct account opening, client onboarding, KYC / CDD operation control and process

Deliver fund performance updates / market insights / newsletters to the clients

Strengthen existing customer relationships by planning marketing events and promotion campaigns

Requirements

University degree holder in Finance, Economics or related disciplines

3 years’ sales assistant experience in asset management is a MUST

Familiar with asset management products, account opening and sales processes

Self-initiative, independent with good interpersonal and communication skills

Able to liaise effectively with the various business units and supporting units

Excellent command of spoken and written Chinese and English including Cantonese and Putonghua

Company Overview

Global Executive Consultants Limited (GlobalExec) is one of the most successful and fast growing total human resources solution providers in Asia. We specialize in industries including Banking & Finance, Information Technology, Commerce, Retails, FMCG and Luxury etc. We work with many leading reputable Banks, Financial Institutions and many Multinational Corporations. Our Consultants are all experienced professionals in specialized industries that possess strong business acumen and commercial awareness, hence able to deliver our best practice at all time.

Address

Suite 602-3, 6/F, Wing On Centre, 111 Connaught Road Central, Hong Kong