Position Description

We are seeking a proactive and motivated junior Institutional Sales to join our dynamic team. In this role, you will support the firm’s efforts to build and maintain relationships with institutional clients such as banks, corporates, insurance companies and other large-scale investors. This position provides an excellent opportunity for individuals interested in developing a career in asset management and institutional sales. This position is located in Hong Kong.  

Key Areas of Responsibilities

• Assist in the promotion and distribution of the firm’s investment products and services to institutional clients.
• Conduct research on potential and existing clients to understand their investment needs and preferences.
• Support the preparation of marketing materials, presentations and pitch books for client meetings.
• Coordinate and schedule meetings with institutional clients in collaboration with senior team members.
• Maintain and update client relationship management (CRM) databases and ensure accurate record-keeping.
• Monitor market trends, industry developments and relevant regulatory updates to support client engagement strategies.
• Assist in organizing client events, webinars and investment presentations.
• Provide general administrative support to the sales team, including preparing reports and documentation.

Requirements

• Master's degree in finance, Business, Economics or related fields.
• At least 3 years of experience in sales, client servicing or relevant roles within financial services or asset management.
• Hungry for an opportunity to impress in an entry-level position in a leading and rapidly growing China-focused asset management firm.
• Strong interest in capital markets, investment products and institutional investment strategies.
• Excellent communication and interpersonal skills, with a professional attitude.
• Good organizational skills with attention to detail.
• Ability to work independently and collaboratively within a team.
• Proficiency in Microsoft Excel, PowerPoint and CRM tools is preferred.
• Fluent Mandarin and English language skills.

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