Fund Sales (Mandarin Speaking)

As a Fund Sales, you will play a pivotal role in driving the growth and success of our company. Your responsibilities will include:

• Develop and implement sales strategies to acquire new clients and expand


• business relationships, with a focus on Ultra High Net Worth individuals.


• Build and maintain strong relationships with existing clients, understanding their


• investment goals and providing personalized advice.


• Conduct market research and analysis to identify new business opportunities,


• particularly within the Far Eastern market.


• Collaborate with internal teams to develop customized investment solutions for


• clients.


• Create a network and eco system of external advisors.


• Meet sales targets and contribute to the overall growth of the firm.


• Risk management and effective control throughout the sales process
  
  Proven professional experience of 2-4 years of professional experience in sales or relationship management, with exposure to high net worth individuals is highly preferred


• Prior financial industry experience would be preferred, however it is not essential


• Tertiary educated, and proficiency in both English & Chinese speaking will be a distinct advantage


• Relevant qualifications in the financial industry, such as IMC, IAD, CFA, RDR Level 4/6, will be positively considered.


• A strong ability to digest information, seek clarifications, and communicate effectively with all stakeholders involved


• Demonstrating an inquisitive nature and possessing sound problem-solving skills that drive innovative solutions


• Key qualities we value include trustworthiness, reliability, tenacity, resilience, thoroughness, and an excellent attention to detail


• For experienced sales candidates, we encourage you to present a business plan that showcases your existing client base, revenue potential, future business pipeline, and business development strategy, Are you eligible to work in the UK? If yes, which type of visa you are currently holding?


• Have you previously worked in sales targeting High Net Worth Individuals (HNWI)? If yes, please elaborate it briefly.


• Do you possess either a CFA or CISI qualification?
  
  A fast-paced Wealth Management company that is continuously expanding, and as a result, the company offer employees a stimulating and dynamic environment. As part of the team, you will have the unique opportunity to gain exposure to various aspects of running a business while specializing in client and asset acquisition.