Responsibilities
- To promote and defend through face to face presentations, conference calls and web-casts, the suite of various investment strategies (managed on and off-shore) to our institutional and funds clients / prospects
- Build and develop strong technical knowledge on the range of products
- Develop strong, deep relationships with sales teams, investment teams and client base
- Support the development of new fixed ie products for existing & prospect clients
- Create presentations tailored to audiences, help with the production of market and portfoliomentaries as an update to clients and the sales team
- Review and create content for Requests for Proposals (RFPs)
- Provide timely response to product enquiries from internal sales teams
- Provide in-depth product knowledge, market updates, fund performance trend to sales team
- Conduct product training and assist with the sales team in business development
- Carryout transaction Support & Settlement duties
Job Requirements
At least 7 years of relevant experiences in financial institutions such as asset management firm, investment bank, securitiespany etc.Master Degree holder preferably in Finance, Economics or related subjects. CFA / FRM qualification is very preferredExcellent time management - able to prioritize issues and respond in a timely mannerStrong English and Putonghua (written and oral), Cantonese is a benefitTeam player,bined with the ability to work on own initiativeStrong work ethic & positive attitude coupled with good interpersonal, presentation skills and ability to deal with clients and colleagues at all levelsWell versed in PowerPoint, MS Excel, & WordKnowledgeable about Bloomberg, Factset, Wind and othermonly used financial software / database is preferredAll personal data collected will be used for recruitment purpose only.)
Job ID 2025 / 6 / Inv. / 4