CareerPlan

Senior Business Development Associate

Hong KongFull-time2024-10-15 → 2026-11-11
On-site

Core

Senior sales associate building and managing relationships with investment consultants, relationship managers, and insurance agents in the retail segment to drive asset acquisition and retention for Capital Group's financial intermediaries business in Hong Kong.

Role type

Senior Business Development Associate (Financial Intermediaries)

Builds

Client relationships and sales pipelines for retail investment products

Domain

Asset Management / Financial Services

Deliverable

client delivery

Required skills

consultative sales, relationship management, client prospecting, market intelligence, product positioning, cold-calling, event management, cross-functional collaboration

Preferred skills

Mandarin proficiency, experience with private banks and insurance channels

Technologies

MS Office

Responsibilities

Build and maintain high-quality business relationships with investment consultants and relationship managers; conduct branch visits, client trainings, and networking events; prepare market and product updates; handle inbound client requests; coordinate post-meeting follow-ups; drive bottom-up demand through the network; support ad hoc projects to deepen client understanding.

Seniority

Senior, hands-on IC