Intermediary Sales (Asset Management)

Connexe Search
Hong Kong, HK
On-site

Job Description

Our client is one of the top-tier asset management company. They are currently looking for an experienced Intermediary Sales to join their expanding team.

Job Responsibilities:

  • Building and maintaining the overall relationship with selected intermediaries by providing high standard of client service
  • Manage distribution channels such as selected private banks, consumer banks, insurance companies and IFAs
  • Perform due diligence on clients and facilitate on boarding of new funds
  • Conduct market research to assist the team on business and product developments
  • Provide professional sales support services to direct clients and distributors
  • Prepare marketing materials including fund presentation, periodic commentaries and email communication with investors

Job Requirements:

  • University degree in Accounting, Finance or a related discipline
  • Minimum 5 years’ sales or sales support experience in asset management or financial services
  • Experience in Intermediary business will be an advantage
  • Holder of SFC license 1, 4, 9
  • Good knowledge in funds and investment products
  • Sales driven and passionate to work in fund industry
  • Strong communication, presentation and interpersonal skills
  • Excellent command of spoken and written English and Chinese (including Mandarin)

Your interest will be treated in strict confidence. Only shortlisted candidates will be notified.

Skills & Requirements

Technical Skills

Asset managementFinancial servicesFunds and investment productsSfc license 1, 4, 9CommunicationPresentationInterpersonal skillsCommand of english and chinese (including mandarin)Sfc license 1, 4, 9Asset managementFinancial services

Level

Mid-Level

Posted

4/21/2026

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