Institutional Sales Director/Overseas Investment Specialist

  • Competitive
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • CIFM Asset Management (Hong Kong) Limited
  • 18 Jul 18 2018-07-18

We are looking for a seasoned sales professional or product specialist to fill in the role of Institutional Sales Director/Overseas Investment Specialist to assist the Company to develop and expand its international business.


  • Explore, develop and build relationship with institutional clients in China, and other key markets in Asia with offshore assets
  • Coordinate with institutional sales teams in headquarter to broaden client pipeline and maximize opportunities conversion rate
  • Responsible for sales and marketing plan to maximize new business opportunities
  • Assist in managing distribution of investment solutions and products to intermediary channels in Hong Kong and regular maintenance
  • In charge of identifying and developing offshore investment products/solutions for Chinese investors
  • Liaise with investment team and prepare presentation materials for marketing activities
  • Conduct roadshow and presentation of company's investment solutions and products to clients
  • Handle client's requests in investment solution and product due diligence process


  • University graduate with a minimum of 7 years relevant sales and/or product promotion experience in distributing investment or mutual fund products
  • Solid experience in asset management or investment management companies with good understanding of investment process of different asset classes
  • Sound market and product knowledge in Chinese and offshore markets
  • Excellent interpersonal, communication, and presentation skills
  • Logical thinker
  • Excellent time management and multi-tasking skills
  • Proactive; flexible; “can-do” attitude
  • Team-player, capable to work with people from different backgrounds
  • Willing to travel and work overtime
  • Fluency in Mandarin, Cantonese and English

Interested parties, please send your detailed resume, last and expected salary by clicking “Apply”.


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