Sales Associate, Asset Management

职位描述
Develop and maintain relationships with
institutional clients and wealth management channels, including banks,
securities firms, insurance companies, family offices, and high-net-worth
investors.

Support the distribution and marketing
of asset management products, including mutual funds, discretionary portfolios,
and alternative investment solutions.

Prepare client presentations, marketing
materials, market research, and business development reports.

Assist in identifying client needs and
providing tailored investment and asset allocation solutions.

Participate in client meetings,
roadshows, conferences, and marketing events.

Work closely with investment, product,
compliance, and operations teams to support business growth and client
servicing.

Monitor market trends, competitor
developments, and industry opportunities to support new product launches and
business initiatives.

职位要求
Bachelor's degree or above in Finance,
Economics, Business Administration, or a related discipline.

1-5 years of relevant experience in
asset management, securities brokerage, private banking, wealth management, or
financial services.

Strong interest in capital markets,
investment products, and asset management.

Excellent communication, interpersonal,
and relationship management skills.

Strong analytical, PowerPoint, and Excel
skills.

Fluent in both English and Chinese.

Candidates holding relevant SFC licenses
will be preferred.

Self-motivated, proactive, and able to
work effectively in a fast-paced environment.

职位福利
We offer an attractive remuneration package and fringe benefits to the right candidate. Interested applicants please send detailed resume stating present and expected salaries, as well as date of availability, by clicking "Apply" or by sending it to [邮箱已隐去].

(Data collected will be kept strictly confidential and used for recruitment purpose only.)

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