Associate/ Senior Associate, Retail Sales, Asset Management
CLSA · Hong Kong
Position Description
We are seeking a motivated and customer-focused Junior Retail/Distribution Sales Associate to join our expanding sales team. In this role, you will support the distribution of our investment products to retail clients, high-net-worth customers, financial advisors and distribution channels. This is an excellent opportunity for individuals looking to develop a career in asset management and wealth business sales within a dynamic and growing organization. This position is located in Hong Kong.
Key Areas of Responsibilities
Assist in the promotion and distribution of the firm's investment funds and products to retail investors, high-net-worth customers, and financial intermediaries.
Build and maintain relationships with financial advisors, partner channels, and other distribution partners.
Support the preparation of marketing materials, sales pitches, and product presentations.
Conduct inbound and outbound communication with clients and partners to introduce products and answer queries.
Coordinate and schedule meetings, seminars, webinars, and promotional events.
Track and update client and partner information in CRM systems, ensuring data accuracy and proper follow-up.
Monitor market trends, product performance, and industry developments to support sales strategies.
Assist in managing client onboarding, documentation, and compliance requirements.
Support the sales team with administrative tasks, reporting, and maintaining sales records.
Requirements
Master’s degree in Finance, Business, Economics or related fields.
At least 5-8 year of sales, client servicing or marketing experience within financial services or asset management preferred.
Hungry for an opportunity to impress in an entry-level position in a leading and rapidly growing China-focused asset management firm.
Strong interest in investment products, financial markets and wealth business sales.
Excellent communication and interpersonal skills, with a professional attitude.
Good organizational skills with attention to detail.
Ability to work independently and collaboratively within a team.
Proficiency in Microsoft Excel, PowerPoint and CRM tools is preferred.
Fluent Mandarin and English language skills.
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