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Manager/ SM, Intermediary Sale

Connexe Search Limited

  • Company Industries:Banking

Job Information

  • Post Date:2018-06-15
  • Location:Not Specified
  • Salary:HK$35,000 - 55,000 /month
  • Employment Type:Full Time
  • Job Function:Private Banking  Financial Services  Fund Management  

Job Description

Our client is one of the top-tier asset management company. They are currently looking for an experienced Intermediary Sales to join their expanding team.

 

Job Responsibilities 

  • Build and maintain the overall relationship with selected intermediaries by providing high standard of client service
  • Develop direct clients or UHNW clients and manage distribution channels such as selected private banks, consumer banks, insurance companies and IFAs
  • Perform due diligence on clients and facilitate on boarding of new funds
  • Conduct market research to assist the team on business and product developments
  • Provide professional sales support services to direct clients and distributors
  • Prepare marketing materials including fund presentation, periodic commentaries and email communication with investors.

Job Requirements

  • University degree in Accounting, Finance or a related discipline
  • Minimum 4 years’ sales or sales support/ client servicing experience in asset management or financial services
  • Holder of SFC license 1, 4, 9
  • Good knowledge in funds and investment products
  • Sales driven and passionate to work in fund industry
  • Strong communication, presentation and interpersonal skills
  • Excellent command of spoken and written English and Chinese (including Mandarin)

 

Please email your full resume in MS Word format quoting the job reference J18720 in the subject field. Your interest will be treated in strict confidence. Only shortlisted candidates will be notified.

Company Info

Connexe Search is a Financial Executive Search firm that specializes in placing finance professionals within the investment banking and finance industry both in Hong Kong and across the Asia-Pacific region. Our clients remain a consistent group with whom we have established exclusive preferred supplier status and include: Bulge Bracket International Investment Banks, Top Tier Local Financial Institutions, Non-Bank Financial Institutions, Hedge Funds / Private Equity & Alternative Investment Vehicles.

Our success is directly attributable to a highly focused approach and a professional team providing innovative and creative recruitment solutions. In a period of rapid change and industry transformation, we handle the biggest risk in managing change: finding the right talent at the right time.

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