• Relationship Management: Establish and cultivate long-term partnerships with institutional investors, private banks, family offices, and UHNW/HNW clients to drive consistent capital inflows.
• Pipeline & Sales Execution: Proactively manage a structured, trackable sales pipeline; translate market trends (specifically FX and interest rate movements) into actionable, investor-ready messaging.
• Product Expertise: Deliver clear, compliant, and professional presentations regarding product structures, return drivers, risk profiles, liquidity terms, and fee architectures.
• Strategic Coordination: Oversee the end-to-end production of investor materials (pitch decks, DDQs, term sheets) and lead the execution of roadshows, investor conferences, and virtual events in HK and Singapore.
• Market Intelligence: Serve as the voice of the client by collecting feedback to refine product positioning and enhance go-to-market strategies.
• Leadership (Senior/Head level): Design regional distribution strategies, provide coaching to team members, and drive senior-level partner engagement to expand firm presence.

• Growth: Achievement of AUM and fundraising targets.
• Pipeline Efficiency: Volume and quality of qualified meetings and rigorous pipeline trackability.
• Client Engagement: High-quality investor communications and disciplined, closed-loop follow-up processes.
• Compliance: Unwavering adherence to regulatory standards and professional conduct at all times.

• Experience: 3–5+ years of proven experience in asset management distribution, fixed income, FX, structured products, or private banking sales.
• Technical Proficiency: Strong understanding of fixed income instruments, FX dynamics, and yield enhancement strategies, with the ability to convert leads into allocations.
• Network: Established relationships with institutional and/or HNW/UHNW channels in Hong Kong, Greater Bay area.
• Regulatory Knowledge: Familiarity with MAS, SFC, or ASIC sales documentation and compliance expectations.
• Communication: Fluent in English, Cantonese, and Mandarin; exceptional ability to articulate complex financial strategies in a clear, compliant manner.
• Qualifications: Bachelor’s degree in Finance, Economics, Business, or a related field. CFA/CAIA designations or relevant SFC licenses (Type 1, 4, 9) are highly preferred.
• Right to Work: Candidates must possess a valid Hong Kong working visa (e.g., permanent residency, Top Talent Pass, QMAS, IANG, or Dependant visa).
• Attributes: High level of integrity, professional discretion, and a proactive "hunter" mindset.

• 客戶關係管理： 建立並深耕與機構投資者、私人銀行、家族辦公室及超高淨值/高淨值 (UHNW/HNW) 客戶的長期合作夥伴關係，推動穩定資金流入。
• 銷售執行與管線管理： 主動管理結構化、可追蹤的銷售管線；將外匯 (FX) 與利率市場趨勢轉化為投資者可立即採納的策略觀點。
• 產品專業知識： 以專業且合規的方式，針對產品架構、收益來源、風險分析、流動性條款及費用結構進行清晰的說明。
• 戰略協調： 統籌投資者材料（如推介簡報、DDQ、條款清單）的製作，並帶領香港與新加坡的路演、投資者會議及線上活動。
• 市場情報： 透過收集客戶反饋，協助優化產品定位並完善市場開發策略。
• 團隊領導（資深/主管級）： 規劃區域分銷策略，帶領團隊並指導成員，同時推動高階合作夥伴的深度互動。

• 業務增長： 達成 AUM 與募資目標。
• 管線效率： 高素質會議的數量與管線的可追蹤性。
• 客戶溝通： 優質的投資者溝通與嚴謹的閉環跟進流程。
• 合規性： 隨時恪守監管標準與專業行為準則。

• 經驗： 擁有 2-5 年以上資產管理分銷、固定收益、外匯、結構性產品或私人銀行銷售等相關領域的卓越經驗。
• 技術能力： 深入了解固定收益工具、外匯動力學及收益增強策略，具備將潛在機會轉化為實際資金配置的實績。
• 人脈網絡： 在香港/ 大灣區 擁有成熟的機構及/或高淨值客戶網絡。
• 監管知識： 熟悉 MAS、SFC 或 ASIC 的銷售文件規範及監管要求。
• 語言能力： 英語、粵語及普通話流利；具備以清晰且合規方式闡述複雜金融策略的出色口頭與書面表達能力。
• 學歷與資格： 金融、經濟、商務相關學士學位或以上；擁有 CFA / CAIA 專業資格或相關 SFC 牌照（1、4、9 號牌）者優先。
• 簽證要求： 必須持有香港有效工作簽證（如永久居民、高才通、優才、IANG 或受養人簽證等）。
• 個人特質： 具備高誠信度、專業敏銳度與保密意識，並擁有主動開發客戶的「獵手」心態。

Interested parties please email a MS Word version resume and expected salary to  [email protected] (cc: [email protected]) and quote the job reference no.