Senior Institutional Sales Lead – China & HK Markets

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

Job summary

China Asset Management (Hong Kong) seeks a proactive Institutional Sales professional to develop and maintain relationships with Chinese institutional clients. The role focuses on expanding coverage, promoting investment solutions, and driving business growth across asset classes.

You will collaborate with investment, product, and marketing teams to tailor solutions, present to clients, and close deals while ensuring regulatory compliance in a fast-paced environment.

Qualifications

• Bachelor's degree or above in Finance, Economics, Business Administration, or a related discipline.
• Minimum 3 years of experience in institutional sales, client coverage, business development, relationship management, asset management, securities, or related financial services.
• Fluent in Mandarin and English, both written and spoken.
• Holder of HKSI/SFC regulatory qualifications.

Responsibilities

• Develop and maintain relationships with Chinese institutional clients, including banks, insurance companies, asset managers, and corporate clients.
• Promote the firm's mutual funds, segregated accounts, and other investment solutions to institutional investors.
• Drive business development initiatives and support asset growth objectives across institutional client segments.
• Understand clients' investment objectives and provide suitable investment solutions across various asset classes and strategies.
• Conduct client meetings, presentations, product updates, and due diligence discussions.
• Identify new business opportunities and expand institutional client coverage.
• Work closely with investment, product, and marketing teams to support client engagement and business development activities.
• Monitor market developments, client needs, and industry trends to identify potential opportunities.
• Prepare client presentations, marketing materials, and business reports.
• Maintain ongoing client relationships and provide high-quality client service.
• Ensure all business activities are conducted in compliance with applicable regulatory requirements and internal policies.

Skills

Institutional sales

Relationship management

Business development

Client engagement

Communication skills

Mandarin

English

Education

Bachelor's degree or above in Finance, Economics, or related discipline

Job description

China Asset Management (Hong Kong) seeks a proactive Institutional Sales professional to develop and maintain relationships with Chinese institutional clients. The role focuses on expanding coverage, promoting investment solutions, and driving business growth across asset classes.

You will collaborate with investment, product, and marketing teams to tailor solutions, present to clients, and close deals while ensuring regulatory compliance in a fast-paced environment.