Job ref no.: A-50665

Senior Associate, Global Distribution

AMAC Human Resources Consultants

- 5-10 years of financial industry experience, in a direct sales or client service function
- Extensive experience in dealing with clients, preferably gained at a high quality financial services firm and focused on mutual fund, cash equity, derivative or fixed income products
- Proven expertise in assisting sophisticated clients with their investment options
- Ability to be a consultative and strategic partner to clients
- Relevant client relationships preferred
- Thorough understanding of client business models as well as the financial services product set available to them
- Understanding of ETFs and their role alongside mutual fund and delta1 products preferred
- Experience with index linked and derivative products is an advantage
- Self-motivated individual, with a commitment to excellence
- Strong time management, interpersonal skills and presentation skills
- Professional integrity is a must
- BA/BS/MBA degree in related field; MBA or CFA is preferred
- Fluent English and Mandarin/Cantonese required
- Licensing: Type 1 and 4 (can be obtained on the job)

Job Duties:
- The team is responsible for business development and client facing efforts globally
- The role's focus is on ongoing client coverage and service as well as content preparation and marketing efforts. Clients include private banks, retail distributors, asset managers and institutions primarily in Asia ex Japan as well as globally. The role will include travel for business and will report to the Chief Distribution Officer
- Successful candidates will join a small but driven team without silos where every member is exposed to all aspects of financial services and contributes across the spectrum of client and needs
- Work with the Chief Distribution Officer to execute a sales and marketing plan with a focus on promoting the benefits of products
- Leverage research and insights from colleagues as well as partner organizations and advisors globally
- Proactively identify, synthesize and deliver relevant content and product information to prospects and clients, as well promote online and via partner organizations
- Understand clients' investment processes and develop relationships with key decision makers
- Utilize own network to independently identify and convert new prospects
- Build greater awareness and its offerings through seminars and events
- Monitor client changes, investment objectives, use of and competitor products
- Provide market intelligence to management team about client reactions
- Conduct client requested analysis, maintain client records, meet all regulatory requirements
- Help maintain online presence
- Take ownership of projects from beginning to end 

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More job information
Job ref no. A-50665 (CT3116513-01#9259)
  • N/A
Job Function
Employment Term
  • Permanent
  • Full-time
  • 5 years - 10 years
Career Level
  • Middle management level
  • Degree
  • Master's degree