Institutional Sales & Marketing – Asset Management

Institutional Sales & Marketing – Asset Management


  • Identifying new business opportunities with potential clients, such as institutional & corporate clients, professional investors and high net-worth individuals, build client networking and relationships via sales and marketing activities including fund briefings, client seminars and business events
  • Already have a strong connection with high-net worth individuals and family offices, which are looking for Investments
  • Experienced in fundraising for different products
  • Liaise with relevant external and internal parties on marketing initiatives, covering advertising, event management and sales campaigns for unit trusts distribution business
  • Give product ideas, ongoing regular updates and attend investment performance review sessions with clients/prospects
  • Proactive in delivering quality account management services to existing
  • 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
  • Initiating and implementing integrated marketing plans for launching and promoting mutual funds and investment-linked products
  • Coordinating with fund houses on all business and distribution-related activities for products already on the shelf
  • Covered country and market : Taiwan, Hong Kong and China
  • Industry or market sector research and analysis, marketing campaigns, fund launches, materials, events, board-based sales activities and regular sales training


  • Holder of SFC license Type 1, 4 and 9
  • Bachelor / Master in Finance and Economic related subjects is preferred
  • 8-10 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 Taiwan, Hong Kong and China
  • Can work independently and under high time pressure to deliver good quality work
  • Excellent communication, presentation and interpersonal
  • Excellent command in both spoken and written Putonghua, Chinese and
  • High intellectual curiosity, energetic, creativity and integrity
  • Proactive, innovative and a good team player
  • Passionate about meeting and working with people of different levels
  • Business travel to China will be required

Interested candidates please send your cv to OR contact us at 25200104.



Degree / Master


Enquiry: 25200104

To apply for this job, please send your CV to

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