Institutional Sales – Asset Management

  • Negotiable
  • Hong Kong
  • Permanent, Full time
  • Bo Le Associates Ltd
  • 06 Oct 17 2017-10-06

Our client is a leading international asset management firm who offers global investment management expertise through global/international funds. They are currently expanding their sales team covering Institutional clients in Hong Kong and China. The position will be based in Hong Kong.

The role will be responsible in the development of marketing plans and execution, primarily relating to mainly in HK and China.

  • Handles significant institutional client relationship responsibilities and promotes investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products and markets developments.
  • Assist to identify specific needs of institutional investors in the development of products and distribution channels
  • To prepare presentations, follow up of investment services and participate in regular investment meetings with the investment team
  • To articulate the investment process and product sales pitch to prospective clients. 


  • Minimum of 5 to 10 years relevant sales/marketing experience, preferably in the asset management business.
  • Excellent knowledge and understanding of Greater China equities products.
  • Comprehensive knowledge of investment products and markets with managerial skills and a proven new business generator.
  • A self-starter who revels in building a new business and can operate independently under general business guidance.
  • Excellent command of English and Mandarin as there are extensive interaction with Chinese clients.
  • Degree holder in Risk Management, Finance, Accounting or any related disciplines, CFA designation highly preferred.