DescriptionAre you ready to elevate your career in asset management We invite you to become a pivotal member of our Client Advisor Team within the Hong Kong Intermediary Business. This is your chance to make a significant impact by delivering unparalleled client experiences through innovative and proactive sales strategies.
As a Client Advisor in our Hong Kong Intermediary Business you will play a pivotal role in driving our Asset Management growth through fintech online and digital distribution channels. You will engage with both established and emerging digital platforms (e.g. online brokerages roboadvisors and digital wealth managers) to expand our reach and deliver innovative investment solutionsincluding Funds ETFs Model Portfolios and Alternativesto end clients. You will be at the forefront of digital transformation in asset management distribution working with innovative partners and a dynamic team.
If you are passionate about fintech digital distribution and delivering exceptional client outcomes we invite you to apply. We are committed to conducting firstclass business in a firstclass way and we expect you to embody this ethos in every interaction.
Job Responsibilities
Business Development
- Identify acquire and onboard new digital distributor and brokerage partners for our Funds and ETF business.
- Build and nurture seniorlevel relationships to secure product placement and drive business growth.
Client Relationship Management
- Deepen and expand relationships with existing digital and brokerage platform clients through proactive engagement and tailored growth strategies.
- Serve as the primary point of contact ensuring highquality service and responsiveness.
Sales Ownership
- Manage the entire sales pipelinefrom prospecting and pitching to closing and scaling relationshipsto achieve sales targets and KPIs.
Strategic Planning
- Develop and execute client strategies that drive business growth across digital and brokerage channels.
- Analyze industry and platform trends to identify and capitalize on new business opportunities.
Stakeholder Collaboration
- Partner with internal teams (investment product risk legal operations etc.) to deliver commercial outcomes maintain service quality and ensure robust risk controls.
- Collaborate crossfunctionally to support strategic initiatives and achieve overall business objectives.
Market Intelligence
- Stay abreast of developments in the fintech and digital distribution landscape providing insights and recommendations to inform business strategy.
Required Qualifications Capabilities and Skills
- Minimum 8 years of experience in the financial industry with a proven track record in sales and established client relationships.
- Demonstrated success in business development particularly with digital distributors brokerages or fintech platforms.
- Strong understanding of capital markets investment funds and the Hong Kong intermediary / brokerage / digital distribution ecosystem.
- Entrepreneurial proactive and resultsdriven mindset with the ability to generate and execute new ideas.
- Excellent relationship management and communication skills both internally and externally.
- Strong fiduciary mindset with a commitment to risk management and the highest ethical standards.
- Fluency in English and Cantonese is essential.
Preferred Qualifications Capabilities and Skills
- CFA designation is desirable but not mandatory.
Required Experience:
Exec
DescriptionAre you ready to elevate your career in asset management We invite you to become a pivotal member of our Client Advisor Team within the Hong Kong Intermediary Business. This is your chance to make a significant impact by delivering unparalleled client experiences through innovative and pr...
DescriptionAre you ready to elevate your career in asset management We invite you to become a pivotal member of our Client Advisor Team within the Hong Kong Intermediary Business. This is your chance to make a significant impact by delivering unparalleled client experiences through innovative and proactive sales strategies.
As a Client Advisor in our Hong Kong Intermediary Business you will play a pivotal role in driving our Asset Management growth through fintech online and digital distribution channels. You will engage with both established and emerging digital platforms (e.g. online brokerages roboadvisors and digital wealth managers) to expand our reach and deliver innovative investment solutionsincluding Funds ETFs Model Portfolios and Alternativesto end clients. You will be at the forefront of digital transformation in asset management distribution working with innovative partners and a dynamic team.
If you are passionate about fintech digital distribution and delivering exceptional client outcomes we invite you to apply. We are committed to conducting firstclass business in a firstclass way and we expect you to embody this ethos in every interaction.
Job Responsibilities
Business Development
- Identify acquire and onboard new digital distributor and brokerage partners for our Funds and ETF business.
- Build and nurture seniorlevel relationships to secure product placement and drive business growth.
Client Relationship Management
- Deepen and expand relationships with existing digital and brokerage platform clients through proactive engagement and tailored growth strategies.
- Serve as the primary point of contact ensuring highquality service and responsiveness.
Sales Ownership
- Manage the entire sales pipelinefrom prospecting and pitching to closing and scaling relationshipsto achieve sales targets and KPIs.
Strategic Planning
- Develop and execute client strategies that drive business growth across digital and brokerage channels.
- Analyze industry and platform trends to identify and capitalize on new business opportunities.
Stakeholder Collaboration
- Partner with internal teams (investment product risk legal operations etc.) to deliver commercial outcomes maintain service quality and ensure robust risk controls.
- Collaborate crossfunctionally to support strategic initiatives and achieve overall business objectives.
Market Intelligence
- Stay abreast of developments in the fintech and digital distribution landscape providing insights and recommendations to inform business strategy.
Required Qualifications Capabilities and Skills
- Minimum 8 years of experience in the financial industry with a proven track record in sales and established client relationships.
- Demonstrated success in business development particularly with digital distributors brokerages or fintech platforms.
- Strong understanding of capital markets investment funds and the Hong Kong intermediary / brokerage / digital distribution ecosystem.
- Entrepreneurial proactive and resultsdriven mindset with the ability to generate and execute new ideas.
- Excellent relationship management and communication skills both internally and externally.
- Strong fiduciary mindset with a commitment to risk management and the highest ethical standards.
- Fluency in English and Cantonese is essential.
Preferred Qualifications Capabilities and Skills
- CFA designation is desirable but not mandatory.
Required Experience:
Exec
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