Director/Associate Director, Institutional Sales / CPM / Investment Specialist, Asset Management
Core
Lead the expansion of the institutional client base and investment capabilities across Hong Kong and international markets by driving client acquisition, enhancing investment solutions, and diversifying strategies.
Role type
Senior Institutional Sales / Client Portfolio Manager / Investment Specialist
Builds
Cross-border investment solutions for banks, insurance companies, corporates, and large-scale investors
Domain
Asset Management / Institutional Sales
Deliverable
client delivery
Required skills
Institutional sales, portfolio management, investment strategy, client relationship management, macroeconomic analysis, pitch book development, CRM management, cross-border business development
Preferred skills
Network with banks/insurers/sovereign wealth funds, Bloomberg proficiency, advanced PowerPoint/Excel, thought leadership content creation
Responsibilities
Design and execute targeted sales and investment strategies for Hong Kong and cross-border markets; promote investment products including equities, fixed income, and multi-asset strategies; conduct deep-dive analysis of client portfolios; monitor macroeconomic trends and regulatory changes; develop tailored proposals and pitch books; maintain CRM tracking; partner with investment and compliance teams; deliver regular updates to senior management
Seniority
Senior, hands-on IC with strategic leadership