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- Newly created role
- Fast growing asset management firm
About Our Client
Client is a Hong Kong listed asset management firm that has been established over a decade, looking to expand the sales team.
Job Description
Key responsbilities include:
i. Pre-Investment
- Create and establish interpersonal relationships with existing and potential investors
- Build on a strong referral network
ii. Investment
- Build up knowledge and expertise on market overview (real estate and finance), other industry practices and products
- Advise and promote investment products/opportunities (Fund raising/AUM - Asset Under Management)
- Comply with the current regulatory standards
iii. Post-Investment
- Become trusted advisor to clients and strengthening their loyalty
- Regular updates to clients on their investments with the firm and gather feedback
- Assist operations (Middle office) in client documentation
- Developing new business and partnership with clients
iv. Others
- Market and sell the full suite of products and services especially the funds to the institutional or accredited investors
- Develop and maintain client relationships by establish long term partnerships
- Achieve sustainable and consistent financial performance aligned to agreed KPIs
- Identify and capture cross-selling opportunities
- Proactively generate and develop prospects
- Ensure all regulatory and legal requirements and standards are met
- Be compliant with internal policies processes, guidelines and best practices standards according to legal and compliance requirements and sales efficiency industry standards
The Successful Applicant
- Minimum Bachelor's Degree in Finance / Banking / Business Administration with at least 3 years of relevant experience in the sectors of financial institutions/real estate funds/financial advisory firms
- Strong sales track records, experience in selling funds will be highly regarded
- Strong judgement and big-picture thinking on top of industry or functional expertise
- Possess a successful track record of developing, managing, and growing strong relationships with executive decision makers
- Demonstrates effectiveness in self-management
What's on Offer
Attractive remuneration package
Contact
Shiya Guan
Quote job ref
4177808
Job summary
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Consultant name
Shiya Guan
Job Reference
4177808