Senior Business Development Associate

Capital Group is a privately owned, independent investment manager that is one of the world’s largest active managers with $2.7tn in AUM (at end Dec 2021). Our company’s mission is to improve people's lives through successful investing and our business is set up to deliver on this consistently and over the long-term. The four core beliefs that are central to our investing success are our distinctive way of managing money, deep fundamental research, taking a true long-term view, and the power of partnerships.

We are looking a highly motivated and dynamic salesperson to join our Hong Kong-based financial intermediaries (FIT) sales team. The FIT client segment and the Hong Kong & Greater China region both play a significant role in Capital Group’s plan to grow our business. This role will report into the FIT team head responsible for leading and developing Capital’s intermediary business in the region. The head of the Hong Kong & Greater China Client Group will also play an important role in ensuring that the organization provides what you need to be successful at Capital Group and have a fulfilling, rewarding career over the long-term.

This role will support the FIT business with a focus on maximizing sales opportunities with clients and prospects especially in building client relationships with investment consultants and relationship managers particularly in the retail segment (e.g. banks, insurers, etc.). We will work with you to set your dedicated coverage across retail, private banks and insurance channels. This role provides the opportunity to engage clients at different stages of their client journey, from prospecting to acquiring and retaining assets. Activities include branch visits, client trainings, engaging clients in positioning products, networking and building contacts and support the FIT team head and BDM in managing accounts over time.

Collaboration is a key part of Capital Group’s success and its culture. There is a strong element of partnering with our internal support teams, e.g. investment specialists, investment products & services, marketing, and Legal & Compliance in order to respond to queries and service clients and prospects. There will be close working relationships with the HK-based and key European FIT sales teams. Highly collaborative and non-territorial sales teams across the US, Europe, and Asia work together to support global FIT clients.

The role is based in our Hong Kong office, which was established in 1983, with over 100 staff members including Sales, Marketing, Investment Professionals and many supporting functions.

Primary responsibilities :

Client-centric and consultative sales skills

• Build and maintain high quality business relationships with investment consultants, relationship managers, insurance agents, take an interest in your clients
• Support the FIT team head and BDM in managing accounts to achieve business growth and brand awarenessProvide end-to-end sales supports including preparation for meetings and coordinating post-meeting follow upsPreparing regular investment markets and product updates for clients and engage clients via relevant and effective channels, conduct cold-calling, events / webinars, client education, etc.Handling inbound requests and questions from clientsDrive sales by planning and conducting branch visits, trainings, keeping RMs / ICs / Agents updated as markets evolve and differentiating against competing funds
• Maintain a high level of activity in engaging with clients to drive bottom-up demand and through the network, keep abreast to industry and organisation news.
• Working on ad hoc projects to deepen understanding of clients and sales opportunities

Identifying opportunities

Internal Capital Group navigation and collaboration

Sales collaboration

Core competencies :

Requirements :