Products Sales (Asset Management)

CMBC Capital Holdings Limited

  • 香港
  • 長期
  • 全職
  • 18天前
Responsibilities: * Cover Institutional Clients (including but not limited to commercial bank, private bank, family office, company client) in Hong Kong and establish strong client relationships;
  • Expand AUM, responsible for investor relations with institutional clients and/or private wealth managers;
  • Build and maintain solid relationships with clients, advising clients on investments, Identify new business opportunities and implement business development initiatives;
  • Plan and deliver marketing activities, prepare sales materials and pitch presentations to Institutional Clients.
  • Work with internal teams to understand, maintain and continuously optimize the team procedures and workflow;
Requirements: * Bachelor degree or higher qualification, Finance, Economics, Marketing or other relevant majors is preferred;
  • 5-7 years’ experience in Business Development and Asset Management products sales is preferred;
  • Proven strong track records in marketing and sales of asset management products;
  • Solid asset management product knowledge;
  • Strong connection with investment organizations and high-net-wealth individuals is definite advantage;
  • Collaborative team player with strong communication skills;
  • Good command of both written and spoken English and Chinese, proficiency in Mandarin is preferred.
工作职责： * 覆盖香港的机构客户（包括但不限于商行、私人银行、家族办公室和公司客户）并建立稳固的客户关系；
  • 扩大资产管理规模，负责与机构客户和/或私人财富管理机构的投资者关系；
  • 与客户建立并保持稳固的关系，为客户提供投资建议，发现新的商业机会并实施业务发展计划；
  • 计划和开展营销活动，准备销售材料和向机构客户营销；
  • 与内部团队合作，了解、维护并持续优化团队程序和工作流程。
工作要求： * 本科及以上学历，金融、经济、市场营销或相关专业优先；
  • 5-7年业务发展和资产管理行业销售经验者优先；
  • 在资产管理产品的营销和销售方面拥有良好的业绩记录；
  • 具备扎实的资产管理产品知识；
  • 与投资机构和高净值人士的紧密联系是绝对优势；
  • 具有团队合作精神，善于沟通；
  • 较强的中英文口头和书面沟通能力，擅长普通话者优先。
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