Job ref no.: CT3130547-01#0008

Associate Director, Sales & Marketing of Asset Management

Glory Sun Securities Limited

As our Associate Director, Sales & Marketing you will be responsible for the planning, management and delivery of marketing initiatives to achieve the strategic and financial objectives of the business. Your responsibilities including but not limited to:

  • Formulating marketing and sales plan to grow asset management business. Building the skills, competencies and profile of sales team members;
  • Developing and maintaining close relationship with clients, and to monitor clients investment portfolios;
  • Supporting business development/ sales function and handling all product evaluation processes and distribution marketing including DDQ, brochures and pitch books, etc;
  • Identifying potential investment opportunities, and able to participate the whole cycle of investment from market search, financial modeling, industry trends analysis to post-investment management;
  • Closely monitoring fund products post-investment and follow up with asset managers on a regular basis or as needed;
  • Preparing proposal and report on investment strategic and comprehensive assessment to the Investment Committee;
  • Conducting due diligence on the potential and target investment projects;
  • Ensuring that all areas across the team are meeting compliance requirements and up to standards;
  • Liaising and coordinating with the inter-departments, external partners, lawyers, accountants, service provider and other professional parties throughout the whole investment process;
  • Performing ad hoc projects upon request.

Job Requirements:

  • Bachelor Degree or above, majoring in Finance/ Economics or related discipline with professional qualification in CFA/FRM will be an advantage;
  • Strong knowledge in funds, investment products and asset management with 3-5 years of marketing experience and able to work under fast-paced and stress environment;
  • Resilient, initiative and customer-oriented with good analytical skills;
  • Have a high level of responsibility and good communication and coordination skills, strong sense of moral values, pay attention to details, have a good team spirit and professional attitude;
  • Proficient in computer applications, such as MS Office (Word, Excel and PowerPoint) and Chinese Word Processing;
  • Excellent command in spoken and written English & Chinese (Putonghua) to write and present ideas clearly and succinctly;
  • Candidate with less experience and qualification will be considered for Senior Manager position;
  • Immediate availability is preferred 

Attractive remuneration package including will be offered to right candidate. Interested parties, please send your full CV with date of availability, present and expected salary to us.

Personal data provided by applicants are collected for recruitment purpose only and will be treated in strict confidence.

More job information
Job ref no. CT3130547-01#0008
Job Function
  • Sheung Wan
Employment Term
  • Permanent
  • Full-time
  • 3 years - 5 years
Career Level
  • Middle management level
  • Degree
  • 5-day week
  • Insurance plan
  • Medical plan