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VP / ED – Intermediary Sales, International Fund House

VP / ED – Intermediary Sales, International Fund House

Interfill GroupHong Kong
10 天前
职位描述

Posted byDirector - Asset Management I Private Equity & VC I Private Banking I Banking & Financial Services

Role Overview

A globally recognised international fund house is seeking a dynamic Vice President or Executive Director to lead their Intermediary Sales efforts, with a primary focus on private banks in Hong Kong . This role is designed for a results-driven professional with a deep network and a passion for cultivating strategic partnerships. You will play a critical role in expanding their presence in the private banking sector, driving asset growth, and delivering innovative investment solutions in a fast-paced, global environment.

Core Duties

Business Strategy

  • Craft a focused growth plan, pinpointing high-potential private bank clients and market segments in Hong Kong and Greater China.
  • Analyze industry shifts andpetitor moves to guide strategic priorities.
  • Offer actionable insights to refine investment products tailored for private banking needs.

Client Development

  • Foster enduring partnerships with private banks, ensuring consistent, high-value engagement.
  • Master the firm’s investment offerings, market outlooks, and portfolio strategies to represent the brand confidently.
  • Coordinate with support teams to manage client inquiries and proposal processes efficiently.
  • Partner with global and regional teams to align on cohesive sales and investment strategies.

    • Marketing and Visibility

  • Organize client-focused events, regional showcases, and industry conferences to elevate the firm’s profile.
  • Refine promotional materials, such as pitch decks and brochures, to resonate with private bank audiences.
  • Enhance the firm’s standing as a trusted name in Hong Kong’s private banking landscape.

    • Qualifications

  • Bachelor’s degree in Finance, Economics, Business, or a related discipline; master’s degree is a plus.
  • 7–10 years in asset management or financial services, with deep experience engaging Hong Kong’s private banks.
  • Robust network within private banking, wealth management, or intermediary channels.
  • Demonstrated success in expanding assets under management through strategic client acquisition.
  • Outstanding interpersonal and presentation skills, fluent in English and Chinese (Mandarin and Cantonese).
  • Proactive, independent, and team-oriented with a passion for client-focused solutions.
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    Sales • Hong Kong