Purpose of the Role
This role will be primarily responsible for supporting the China onshore institutional business development and client engagement activities across different client segments. The person will be closely working with the Head of China Institutional Sales to implement China growth strategies, and to engage with other regional institutional sales, client servicing and global investment teams in order to deliver company’s full value proposition to our clients and prospects.
Key Responsibilities
Business Development and Relationship Management
To develop and maintain relationship with key financial institutions particularly with domestic banks, insurances etc. Independently manage client relationship and structure deals incorporating needs from multiple institutions. To bring back market insights and product trends to internal teams and facilitate customized fund/strategy development with various teams.
To work closely with other members from the institutional sales team as well as the broader China sales team to connect and manage relationship throughout the clients/prospects organization hierarchy.
To represent Company’s investment philosophy & process and capabilities at client meetings, external functions & seminars, coordinate investment thought leadership initiatives and client events preparations.
To support sales meetings, final presentation & due diligence meetings.
Develop a full understanding of Company’s product capabilities and strong relationships based on mutual trust with various products and investment groups in order to fully leverage Company’s product capability with Chinese clients
Experience and Qualifications Required
Bachelor's or Master’s degree with a strong commercial business background
Basic English is required, both spoken and written
Sound technical knowledge in asset management
Good understanding of the China market including client segments, competitor landscapes, regulation environment and market trends of offshore investment
Previous experience in a institutional sales roll in the asset management or fund distribution industry preferred (6 years minimum)
Demonstrate strong mind of teamwork, willingness to take ownership and drive for results
Excellent presentation and communication skills in both written and spoken Mandarin and English
Self-driven and able to work independently under pressure
Travel may be required
