Global Asset Management Firm - Institutional Sales (Pension Business)

  • HK$720,000 + attractive performance bonus
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • IPS Group (Asia) Limited
  • 19 Jun 18 2018-06-19

Our client is one of the global top tier asset management firms and they are looking for an Institutional Sales ideally with experience in the Pension Division, who has a sound knowledge on investment and funds products, together with good interpersonal skills, to join their institutional sales team. Our client will also consider candidates who doesn’t have any prior sales experience, however client facing and product knowledge on funds or investment are crucial.


  • Develop new clients within the institutional and pension business
  • Work closely with investment team and come up with solutions for clients’ needs
  • Stay up-to-date with the market situations and execute business strategy plan
  • Coordinate with investment team, RFP team and product team to prepare sales material for client meetings
  • Being knowledgeable about any market movements and regulatory changes
  • Stay on top with the investment trends and understand competitors’ performance


  • University degree in Finance or related disciplines
  • CFA or CAIA candidate or charter holder an absolute advantage
  • Minimum 5 years’ work experience gained from another asset management firm, investment bank or financial institutions
  • Sound knowledge in funds and investment products is a must
  • Excellent interpersonal and presentation skills is required
  • Proficiency in Excel and PowerPoint
  • Native Cantonese and fluent in English is essential