Hong Kong Island, Hong Kong, China · On-site
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Skills: Retail Sales, Asset Management, Client Relationship Management, Financial Product Distribution, Marketing Materials Preparation
Hong Kong Island, Hong Kong, China · On-site
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Skills: Data Mining, Predictive Modeling, ETL, Data Mapping, SQL
Hong Kong Island, Hong Kong, China · On-site
The Hong Kong Trade Development Council (HKTDC) is a statutory body established in 1966 to promote, assist and develop Hong Kong's trade. With 51 offices globally, including 13 in the Chinese Mainland, the HKTDC promotes…
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Hong Kong Island, Hong Kong, China · On-site
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Turner & TownsendHong Kong Island, Hong Kong, China · On-site
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Turner & TownsendHong Kong Island, Hong Kong, China · On-site
Company Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources…
Skills: Cost Management, Stakeholder Management, Team Leadership, NEC Contract Advisory, Value Engineering
Hong Kong Island, Hong Kong, China · On-site
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a f…
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Hong Kong Island, Hong Kong, China · On-site
Business Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade fi…
Skills: Know Your Customer, Customer Due Diligence, Anti-Money Laundering, Corporate Banking, Risk Management
Hong Kong Island, Hong Kong, China · On-site
Job Purpose The Analyst/Associate will support the department in managing and monitoring Key Performance Indicators (KPIs), enhancing sales team productivity, and assisting with expense management. This role involves dat…
Skills: Data Analysis, Reporting, Collaboration, Sales Productivity, Expense Management
Hong Kong Island, Hong Kong, China · On-site
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a f…
Skills: Financial Planning, Wealth Management, Relationship Management, Cross Selling, Portfolio Management
Hong Kong Island, Hong Kong, China · On-site
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a f…
Skills: Wealth Management, Financial Planning, Relationship Management, Portfolio Management, Cross-selling
Hong Kong Island, Hong Kong, China · On-site
Position Description We are looking for an IT Security Analyst who is proactive, self-motivate, willing- to-do attitude to be part of an international IT Security team to engineer and support security solutions. As a tea…
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Hong Kong Island, Hong Kong, China · On-site
Business Unit: Corporate Finance Industry: General Overview Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financ…
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Hong Kong Island, Hong Kong, China · On-site
Allianz Trade is a leader in the trade credit insurance market and embraces innovative technologies. We utilize Artificial Intelligence powered tools and encourage candidates with a basic understanding of commonly used p…
Skills: BI Tools, DataHub, MicroStrategy, Data Governance, Change Management
Hong Kong Island, Hong Kong, China · On-site
You’ll achieve more at Hang Seng Bank Limited. Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for custome…
Skills: Business Planning, Data Analytics, Budget Management, Financial Performance Tracking, Customer Behavior Analysis
Hong Kong Island, Hong Kong, China · On-site
About FWD Group FWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 40 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer-led and tech-enabled…
Skills: Digital Product Management, Agile Methodology, Scrum, Design Thinking, UX/UI Design
Hong Kong Island, Hong Kong, China · On-site
Job Title: Vice President, Relationship Manager Corporate Title: Vice President Division: International Wealth Management Location: Hong Kong SFID: 14236 Licensed: Yes Nomura Overview Nomura is a global financial service…
Skills: Relationship Management, Wealth Management, Investment Strategy, Asset Allocation, Risk Management
Hong Kong Island, Hong Kong, China · On-site
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a f…
Skills: Wealth Management, Financial Planning, Relationship Management, Portfolio Management, Cross-selling
Hong Kong Island, Hong Kong, China · On-site
工作職責： -為即時到訪及預約客戶提供前線櫃台服務 -有效處理及跟進強積金／積金易相關查詢與投訴 -協助客戶使用自助服務機或流動裝置，開立及管理積金易平台帳戶 -按公司指引及監管要求提供合規、優質的客戶服務 -維持及協調服務中心人流，確保運作順暢 職位要求： -中五或以上學歷，具前線客戶服務或櫃台經驗優先 -具客戶服務或相關前線工作經驗優先 -良好溝通技巧，具耐性、細心及團隊合作精神 -熟悉使用手機應用程式及電腦系統查閱資料 -能操流利…
Skills: Customer Service, Complaint Handling, Communication Skills, Teamwork, Mobile Application Proficiency
Hong Kong Island, Hong Kong, China · Hybrid
About Waystone Waystone is a leading asset-servicing solutions provider of institutional governance, administration, risk and compliance services to financial institutions. With over 25 years’ experience and a comprehens…
Skills: Fund Governance, Client Relationship Management, Document Review, Quality Control, Risk Management
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Support the promotion and distribution of investment funds to retail and high-net-worth clients and financial intermediaries. Maintain partner relationships and handle administrative tasks including CRM updates and client onboarding.
Requires a Master's degree in Finance, Business, or Economics with 3-5 years of experience in financial services sales or marketing. Fluency in both Mandarin and English is required.
Position Description
We are seeking a motivated and customer-focused Junior Retail/Distribution Sales Associate to join our expanding sales team. In this role, you will support the distribution of our investment products to retail clients, high-net-worth customers, financial advisors and distribution channels. This is an excellent opportunity for individuals looking to develop a career in asset management and wealth business sales within a dynamic and growing organization. This position is located in Hong Kong.
Assist in the promotion and distribution of the firm's investment funds and products to retail investors, high-net-worth customers, and financial intermediaries.
Build and maintain relationships with financial advisors, partner channels, and other distribution partners.
Support the preparation of marketing materials, sales pitches, and product presentations.
Conduct inbound and outbound communication with clients and partners to introduce products and answer queries.
Coordinate and schedule meetings, seminars, webinars, and promotional events.
Track and update client and partner information in CRM systems, ensuring data accuracy and proper follow-up.
Monitor market trends, product performance, and industry developments to support sales strategies.
Assist in managing client onboarding, documentation, and compliance requirements.
Support the sales team with administrative tasks, reporting, and maintaining sales records.
Masters’s degree in Finance, Business, Economics or related fields.
At least 3-5 year of sales, client servicing or marketing experience within financial services or asset management preferred.
Hungry for an opportunity to impress in an entry-level position in a leading and rapidly growing China-focused asset management firm.
Strong interest in investment products, financial markets and wealth business sales.
Excellent communication and interpersonal skills, with a professional attitude.
Good organizational skills with attention to detail.
Ability to work independently and collaboratively within a team.
Proficiency in Microsoft Excel, PowerPoint and CRM tools is preferred.
Fluent Mandarin and English language skills.
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CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform. Established in Hong Kong in 1986, CITIC CLSA is Asia’s leading capital markets and investment group, committed to driving the growth strategies of global institutional investors, corporations, governments and high-net-worth individuals. CITIC CLSA’s award-winning research, extensive Asia network, direct links to China and highly experienced financial professionals set CITIC CLSA apart from global investment banks and regional players. Over three decades, CITIC CLSA has built an extensive Asia network with deep local knowledge and connections. Globally, we operate from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit clsa.com. To read our social media disclaimer, visit clsa.com/clsa-social-media-guidelines/
Offices: 18/F, One Pacific Place, 88 Queensway, Hong Kong, HK · 1155 Avenue of the Americas, 17th Floor, New York, NY 10036, US · 345 California St, Suite 600, San Francisco, CA 94104, US · 26F CITIC Securities Tower, No.48 Liangmaqiao Road, Chaoyang District, Beijing, CN · Room 910, 9/F, 100 Century Avenue, Pudong New Area, Shanghai 200120, CN
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