Sales Manager / Director Fund Sales Manager / Director (fund)

Have channel capabilities, and have accumulated high net worth and entrepreneur customers. In sales skills and customer acquisition ability.

Job Responsibilities:

• Responsible for the design, sales and promotion of the company's private equity fund products, and achieving sales targets

• Responsible for building a company product sales/financing network, establishing a smooth communication path with Mainland China, Hong Kong, and overseas enterprises, high net worth individuals, and institutions

• As a liaison between the company and investors, provide customized investment solutions to customers, deepen product penetration, and enhance customer satisfaction

• Seek new business opportunities, establish long-term stable partnerships with high net worth clients, institutional investors and corporations

• Conduct market research, data analysis and customer needs assessment, optimize product supply and support internal team's professional training

• Establish and maintain cooperative relationships with investment banks, banks and other institutions, and promote business cooperation

• Ensure sales activities comply with the relevant compliance requirements of the Hong Kong Securities and Futures Commission (SFC)

• Achieve personal and team performance goals, and contribute to the achievement of the company's strategic objectives

Requirements:

• Education requirements: Bachelor's degree in finance, economics, marketing or related fields

• License requirements: Holders of Hong Kong Securities and Futures Commission (SFC) licenses No. 1, 4, and 9

• Work experience: At least 3 years of investment banking, fund management or private banking background; those who have served domestic and overseas customers are preferred.

• Experience in participating and organizing many roadshows and fund promotion meetings (second priority)

• Service provider investors have established a broad network and have a good performance record

• In-depth understanding of investment products (such as cross-border solutions), investment portfolio strategies, and global market dynamics

• Excellent communication, public speaking and relationship management skills, able to simplify complex technical concepts for different audiences

• Self-driven, detail-oriented, and skilled in independent work or collaborating with cross-functional teams

• Have fluent written and oral communication skills in Chinese and English, with preference for speaking Cantonese, and requiring proficiency in Mandarin

• Reside in Hong Kong/Shenzhen, able to travel according to business needs