Position Overview

We are seeking an accomplished and results-driven Sales professional to expand our institutional distribution network, deepen client relationships, and drive the penetration of our asset management solutions. This role requires strong business development acumen, client service orientation, and market insight, with responsibility for the full client engagement cycle from acquisition to ongoing service.

Key Responsibilities

l Proactively identify and develop new business opportunities while cultivating and maintaining long-term relationships with institutional clients and/or retail distribution channels.

l Serve as the key liaison between the firm and investors, delivering tailored investment solutions and supporting product adoption across targeted channels.

l Lead the creation and distribution of marketing materials, including monthly newsletters, fund performance updates, investment commentaries, and market insights.

l Manage client onboarding processes, conduct due diligence, and handle ongoing client servicing and relationship management.

l Plan and execute marketing roadshows, client training sessions, investor meetings, and channel promotion campaigns.

l Perform such other duties as shall from time to time be directed by superiors.

Job Requirements

l Bachelor’s degree in Finance, Business, Economics or related fields.

l Minimum 8 years relevant sales experience in an asset management or other applicable financial services business line.

l Solid understanding of asset management products and sales processes; excellent client communication and presentation skills.

l Strong market analysis and marketing planning abilities, capable of independently preparing and delivering professional materials.

l Results-oriented with exceptional business development skills and a collaborative mindset.

l Securities qualification required, with knowledge of relevant regulations and compliance requirements.

l Proficiency in both English and Chinese.