Fund Sales Manager
Responsibilities
- Drive fund sales and business development activities across institutional and intermediary clients
- Develop and maintain strong relationships with clients, distributors and business partners
- Conduct client meetings, presentations and product pitches to promote firm’s investment solutions
- Liaise with PM/Product Specialists to give effective coverage of client needs and provide market insights
- Organize and support marketing initiatives, including roadshows, conferences and client events
- Monitor market trends and competitor activities to identify business opportunities
- Build relationship with distributors to secure distribution network and obtain market intelligence
- Deliver high-quality client servicing and achieve agreed sales targets
- Prepare RFPs, pitch books and marketing materials to support new business acquisition
- Keep abreast of changes and developments of relevant laws and regulations and understand its implications on day-to-day work practices
- Any other ad-hoc projects as assigned
Requirements
- At least 3 years of experience in fund sales, institutional sales, distribution or business development with asset management or financial services
- Good knowledge of investment product and asset classes including equity, fixed income and multi asset strategies
- Strong sales, relationship management, communication and presentation skills
- Self-motivated, detail-oriented and able to thrive in fast-paced environment
- Fluency in English is required. Proficiency in Chinese language is preferred as substantial communication with our Head Office and clients in Chinese speaking markets