Fund Sales – VP/ SVP / Ass Director / Director

Fund Sales – VP/ SVP / Ass Director / Director

Our client is a newly PRC based Financial Group. To cope with the newly established Fund , she is  now inviting high calibre for the captioned post.

Job Description:

  • Identifying new business opportunities with potential clients, such as Family office & High Networth ,  institutional & corporate clients, professional investors etc
  • Develop client networking and relationships via sales and marketing activities including fund briefings, client seminars and business events
  • Monitor and strengthen clients’ portfolios for performance, appropriateness and opportunity.
  • Drive sales performance against financial and other targets including but not limited to AUM, revenue, account performance
  • Proactive in delivering quality account management services to existing clients.
  • Work closely with teams of the Group to cross-sell, leverage and maximize collaboration opportunities as well as to build partnerships with related departments or function units to enhance efficiency and execution
  • Industry or market sector research and analysis, marketing campaigns, fund launches, materials, events, board-based sales activities and regular sales training


  • Holder of SFC licence Type 1, 4 and 9
  • Master in Finance and Economic related subjects
  • Over 8 years of fund sales experience in investment management firms
  • A good track record in selling (or supporting the selling of) a broad range of financial products to retail or institutional client base within Hong Kong, China and Off-shore
  • Sales driven, and can work under high time pressure in meeting targets
  • Excellent communication, presentation and interpersonal skills.
  • Excellent command in both spoken and written Putonghua, Chinese and English.
  • Passionate about meeting and working with people of different levels
  • Business travel will be required

*** Interested candidates please send your CV to OR contact us at 2520 0064.


8 years relevant experience

Degree holder or above

Central, Hong Kong

Enquiry: (852) 2520 0064

To apply for this job, please send your CV to

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