• Competitive
  • Hong Kong
  • Festanstellung, Vollzeit
  • Citi
  • 19 Feb 18

HK - CPB - Managed Investments Sales Support

HK - CPB - Managed Investments Sales Support

  • Primary Location: Hong Kong SAR of PRC
  • Education: Bachelor's Degree
  • Job Function: Relationship Management
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 17082281


We are seeking a committed and talented individual to join us and contribute to our activities as a Managed Investment Sales Support, with specific focus on product development, launches and the distribution of Mutual Funds, Hedge Funds, Private Equity and Real Estate whilst providing on-the-ground sales support for the North Asia business.

Key responsibilities in this role include:

  • Product Development and Distribution in North Asia CPB
    • Work closely with Hong Kong based Managed Investment Sales Specialists to drive sales and distribute Managed Investment products, such as Mutual Funds, Hedge Funds, Private Equity/Real Estate Funds, in North Asia
    • Partnering with different teams within CPB to coordinate and execute the end-to-end process of new product development
    • Ensuring effective roll-out of new products for the North Asia Managed Investment business

  • Sales and After-Sales Support
    • Providing advisory and after sales support by:  
      • Personally present to bankers/counselors at frequent sales meetings and seminars
      • Develop sales scripts and mass-marketing emails
      • Interact with bankers/counselors on one-to-one basis to provide customized recommendations/analyses and address specific inquiries
    • Developing and implementing projects to improve the operating efficiency of the product platform
      • Identifying best practices from other businesses or regions and transferring applied knowledge


Qualifications, Skills and Experience
  • At least 2 years of experience in investments or banking industry. E xperience and specialized knowledge in investment funds preferred
  • Language proficiency in English and Mandarin Chinese/and or Cantonese Chinese
  • Good listener who communicates confidently, clearly, concisely both orally and in writing
  • Self-driven with excellent ability to multi-tasks and deliver under pressure
  • Degree qualified