Posted on 2022-06-08

Sales Associate (Supporting role), Fund Business

BOCOM International Holdings Company Limited

Key Responsibilities
• Prepare and execute client onboarding and dealing documentation as well as address client enquiry 

• Build and maintain solid and long-lasting client relationships
• Assist to plan and deliver sales and marketing seminars and activities in order to capture business opportunities and tighten bonding with clients
• Proactively follow up with clients to learn their thoughts and provide investors' feedback to fund managers
• Assist Department Head in identifying business opportunities of mutual funds and other asset management products for cross-border financial institutions and corporate clients and implement business development initiatives to expand fund resources

• Work on ad-hoc reports and presentations etc in a timely manner

• 2 years’ experience in client services, sales or business development in banking or asset management industry, with passes in HKSI LE Exams/ License to perform RA type 9 activity
• Bachelor Degree or above in Finance, Economics, Marketing or equivalent disciplines
• Proven experience in handling client onboarding documentation, KYC and due diligence process
• Solid knowledge of financial products and markets, experience in a sales or business development role in asset management company a plus
• Self-motivated, team player with excellent communication, interpersonal and presentation skills
• Good command of spoken Cantonese, and written English and Chinese with fluency in Mandarin
• Candidate with more experiences will be considered as Senior Associate
All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.
More job information
  • 5-day week
  • Dental plan
  • Discretionary bonus
  • Insurance plan
  • Medical plan
Job Function
  • Central
Employment Term
  • Full-time
Career Level
  • Entry level