Institutional Sales, Business Development

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • CSOP Asset Management Limited
  • 16 Oct 17 2017-10-16

As a member of the institutional sales team, you will be responsible for helping to expand CSOP’s US footprint. Key responsibilities include keeping abreast of changes in the competitive landscape, identifying prospective clients, marketing CSOP’s products, and serving as a general resource for China-related questions.


Position: Institutional Sales

Location: New York

Reporting Line: Head of CSOP New York Office



  • Bachelor’s Degree in Finance or equivalent
  • At least 2 years of work experience in financial services
  • Demonstrated success in driving sales and expanding market footprint
  • Ability to work under pressure to meet KPIs
  • Comfort with cold calling/cold e-mailing
  • Interest in and familiarity with China/Asia macroeconomic landscape
  • Excellent communication skills, ability to simplify and present complex ideas
  • Willing to travel as required
  • Series 7 and 63 Certifications desirable


Duties & Responsibilities:

  • Formulate strategic plan for growing assets under management
  • Refine industry, market, and product knowledge to effectively communicate CSOP’s products and value proposition
  • Assume ownership and manage interactions with clients through all phases of the relationship cycle (acquisition, investment, and retention)
  • Develop creative and strategic marketing initiatives to expand CSOP’s footprint in North American markets
  • Work across time zones with Hong Kong headquarters to coordinate seamless operation of fund management business


Company Bio:

Headquartered in Hong Kong, CSOP Asset Management Ltd facilitates foreign investment into China’s capital market. Founded in 2008, CSOP was the first Chinese asset manager granted the privilege of operating outside of the Mainland and is currently the world’s largest RQFII quota manager. With decades of experience in emerging Asia, the company’s nearly 70 employees work tirelessly to research and share their hard-fought insights through daily and weekly market commentary, webinars, and seminars.