Sales Manager, Investment

HK008 Mercer Investments (HK) Limited; Hong Kong; On-site; HKD 900,000 - 1,400,000; Full time

Job summary

Marsh in Hong Kong is seeking an Investment Manager to join our Wealth Team within the People & Investments business. You will drive revenue growth, manage client pipelines, and help implement the sales strategy with internal and external stakeholders.

The role requires a Bachelor degree and 7+ years in investment management or consulting, with strong English and Chinese skills and the ability to work autonomously under tight deadlines.

Qualifications

• Bachelor degree in Business, Finance, Economics or a related discipline.
• 7+ years of relevant experience in investment management or consulting industry.
• Ability to build solid working relationships and collaborate with stakeholders across the business.
• Agility in problem solving and ability to work autonomously to meet deadlines.
• Highly disciplined, proactive, results-driven.
• Strong English and Chinese language skills (spoken and written).

Responsibilities

• Drive growth in revenues and clients from targeted segments.
• Build relationships and support pipeline management and sales processes.
• Collaborate within a dynamic team to execute the sales strategy.
• Raise awareness of investment capabilities among corporate and institutional clients.
• Educate internal stakeholders and provide market intelligence feedback.
• Prepare articles and materials for client meetings, roadshows, and events.
• Identify topical issues and develop a client POV for the company.
• Support client events and roadshows.
• Handle ad-hoc projects and business development activities.

Skills

Stakeholder management

Sales process

Market intelligence

Education

Bachelor degree in Business/Finance/Economics

Job description

We are seeking a talented individual to join our Wealth Team, part of our People & Investments business at Marsh. This role will be based in Hong Kong.

We will count on you to:

Assist to drive growth in revenues and clients from targeted segment

Build relationships and support pipeline management and the associated sales process for both internally and externally generated activities

Working collaboratively within a dynamic existing team to execute the sales strategy

Raise awareness and generate opportunities for the company’s investment capabilities within the corporate and institutional investment community

Educate internal stakeholders on the developing needs of clients and provide feedback on industry trends and market intelligence

Prepare articles and other marketing materials that are relevant to the client segments, for client meetings, roadshows and client events.

Identify topical issues relevant to clients and help develop a point of view for the company

Support client events and roadshows.

Any other ad-hoc projects/duties and business development focused activity as required.

What you need to have:

Bachelor degree in Business, Finance, Economics or a related discipline.

7+ years of relevant experience in investment management or consulting industry.

The ability to build solid working relationships and to collaborate effectively with stakeholders across the business.

Agility in problem solving, and able to work autonomously to meet tight deadlines and manage multiple stakeholders.

Highly disciplined, proactive, with a results driven focus.

Strong language capabilities in spoken and written English and Chinese.

Why join our team:

We help you be your best through professional development opportunities, interesting work and supportive leaders.

We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.

Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

What can I earn as an Investment Manager