Asset Management - Wholesale Distribution - Client Relationship Manager, Wholesale Distribution, Hong Kong and China
Role Description and purpose
Member of the Hong Kong Wholesale Distribution team with the specific objective to develop and grow client relationships and business with existing and new Wholesale Distribution clients of our retail banks and insurace companies segments in Hong Kong and China (but with primary focus on China QDII business).
Help the Head of Wholesales Distribution, China & HK, to develop a sales plan / strategy for the retail banks & insurace companies segments (focusing primarily on China QDII but may need to assist on Hong Kong related business).
Achievement of the assigned sales targets and budgets. Work closely with other team-members to achieve team objectives.
Initiate product and marketing ideas and actively participate in business development meetings.
Manage client relationships and coordinate sales activities for regional accounts with other team members.
Identify new key strategic distributors in the segment, develop relationship and work closely with them.
Conduct seminars and product presentations.
Keep abreast of competitor activity, market development and respond proactively to any market changes.
Key Internal / External Relationships
Internal: Investment, Marketing, Brand & Comm, Complaince, Legal, Client Service and Operation teams
External: Clients in Hong Kong & China and Transfer agent (BP2S)
Essential qualifications & experience
University educated with a degree (Business, Finance or related subject are preferred)
CFA or related qualification preferred
Strong understanding of investment products, market dynamics and regulatory developments of the banking & insurance industry desired
More than 6 years’ experience in asset management industry
More than 3 years’ experience in sales