Sales Manager,Wholesale,East China

职位描述

Our client is a reputable MNC mutual fund management company.

Title: Sales Manager, Wholesale

Location: Shanghai, China

Purpose of your role

This role will be primarily responsible for supporting FMC business development and client engagement activities in mainland China. The person will be closely working with different functions across business to facilitate the China growth strategy.

Key Responsibilities

Business Development and Relationship Management

To facilitate the development of China strategy, in particular, to assist of the FMC conversion, FMC preparation, as well as launching new funds and achieving sales targets, as well as maintaining client relationship

To participate in roadshows and contribute to client meetings as needed

To assist with the acquisition of potential clients, acting as point of contact for clients/prospects for enquiries

To work on existing client retention, and anticipate possible issues and solutions ahead of specific dates, such as dealing days

To engage with domestic market participants including mutual funds, security firms, private funds etc. to obtain relevant industry insight

Internal co-ordination of distribution activities:

To ensure global protocols, processes and procedures are followed and implemented by China onshore distribution business; proactively liaise with various internal teams to drive for solutions to adopt "Best Practice" for onshore business

Responsible for the delivery of a comprehensive project plan for client implementations; manage internal co-ordination of activities related to new client take-on and liaise regularly with relevant internal contacts and the relationship owner.

To prepare and tailor product/strategy materials to specific client needs, in collaboration with the investment team, legal and compliance team, marketing team and other regional teams

To research market and client sentiment to provide advice on timing and design of new fund issues

To provide assistance with ad-hoc business efforts including conference arrangement etc.

Experience and Qualifications Required

Fluency in English and Mandarin is essential, both spoken and written

Good understanding of the China domestic market including client segments, competitor landscapes, regulation environment and market trends, related to both mutual funds and WFOEs

Candidate with Fund Qualification or are currently working towards Fund Qualification exam is preferred

Previous experience in a distribution role (sales or client service) in the asset management or fund distribution industry preferred (3-8 years)

Demonstrate strong mind of teamwork, willingness to take ownership and drive for results

Excellent presentation and communication skills

Self-driven and able to work independently under pressure

Travelling may be required