We are waiting for a strong desire to succeed, to drive sales, chase down leads and build a career for themselves in Management and Investment Funds.
Requirements:
- Bilingual in Chinese and English
- Accounting, Finance or Business Degree
- Strong investment knowledge, preferably with experience in fixed income, credit and managed funds
- Excellent communication, presentation, and negotiation skills, team player
- Strong Sales and business development skills with 3+ years’ experience working with investors
- Hungry to succeed and motivated to create a successful career
- Existing network and investors desirable
- Understanding of KYC/AML requirements for wholesale and Retail investors
Key Responsibilities:
• Support the Executive Manager Operations in achieving the strategic plan and growth objective.
• Identify, establish and develop new client relationships
• Contact both cold and warm leads and build rapport with prospective clients.
• Develop a deep understanding of Funds structure and processing , offering informed guidance to clients
• Manage and ensure clients receive timely updates investment reports and , maintaining precision and compliance
• Contributing to the development and execution of marketing initiatives to enhance brand awareness