1. Preparing and producing tailored presentation materials to support client pitching

2. Delivery of local and global investment and product communications, and conversion of global communications intended for distribution to local clients

3. Closely monitor market conditions and fund/strategy performance while able to proactively provide communications/updates to aid sales and client servicing needs

4. Developing product updates covering performance, attribution, market outlook and positioning

5. Monitoring and analyzing the competitive positioning of the firm’s products and broad industry/market trends; preparing detailed competitive analysis

6. Anticipate client needs and proactively discuss relevant strategies and solutions.

7. Work closely with Marketing and Investment to deliver a differentiated proposition to the client, to take responsibility for removing roadblocks where necessary, and escalating where appropriate. Acting as the ultimate escalation point for client issues.

8. Demonstrate strong investment knowledge and be the trusted advisor for clients

9. Foster professional and positive relationship with clients, team, sales team and internal counterparts to support existing client relationships as well as and close new business

10. Ensure close and effective working relationship with different teams including Client Service and Sales Support, Marketing, Product, and Investment to maintain high standard of service pledge to all key clients

11. Share best practices within the team

12. Equip with knowledge on sales process and FCC related procedures, incl but not limited to AML, Sanctions, and AB&C

1. University degree or above

2. At least 10 years of channel sales experience

3. Fluent in English speaking and writing

4. Extensive client pitching and sales deck production experience

5. Solid experience in communicating with external and internal stakeholders

6. License requirement (one of below):

– 證券投資分析人員

– 證券商高級業務員