Description

多家知名中资资管招资管销售人才， 有资管销售经验，感兴趣请联系Katherine ***微信号:Katherine_Shiu，欢迎转发自荐

Sales & Marketing - Buyside / Institutional Sales/ Fund Sales

Responsibility :

- Work closely with the Head of sales in the development and implementation of the institutional sales strategy to ensure that it is in line with sales plan.

- Expand and enhance existing relationships. Understanding each client's unique demands and assist in client's queries in a timely and professional manner.

- Proactively develop and establish new relationships with prospect, initiating discussions with prospect clients to identify their strategic and tactical goals.

- Coordinate with Portfolio Managers on material with client pitches and/or roadshows.

- Proactively prepare and review with management on progress towards sales strategy, including tracking key contact information and meeting notes using the CRM system.

- Provide regular updates on market and prospects to support the new business development strategy.

Requirement :

- University graduate with at 5+ years of financial product sales experience. CFA preferred.

- Prior experience in the asset management industry is preferred.

- Knowledge on mutual funds and asset management industry

- Strong track record of achieving successful results in an investment solutions/investment consulting/sales function

- Ability to drive new business development opportunities

- Strong communication and interpersonal skills

- Strong language proficiency in spoken and written English and Chinese (Mandarin & Cantonese)

- Positive work attitude, good team player but able to work independently and under pressure

- Self-motivated, enthusiastic and energetic