Asset Management – Global Client Group – Client Relationship Manager, Private Banking Sales, Greater China

August 28, 2023

Asset Management – Global Client Group – Client Relationship Manager, Private Banking Sales, Greater China

ReferenceCG 000111

  • Standard / Permanent
  • HK-Hong Kong (HK)-Hong Kong
  • SALES DEVELOPMENT
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ROLE DESCRIPTION AND PURPOSE

Develop the business and generate revenues with top-tier global and regional Private Banks in Asia, which translates into :

·         Develop sales and generate new revenues with top-tier Private Banks in the region

·         Servicing and growing assets with existing clients

·         Achieving the assigned sales target

·         Cultivating and growing client relationships (depth and breadth) within client organisations

·         Working closely with the entire Fund Sales (across segments) team to ensure the exchange of best practices and continuity in client coverage.

KEY RESPONSIBILITIES

·         Implementation of the sales plan/strategy to achieve the assigned sales targets.

·         Initiate product and marketing ideas and actively organize and participate in business development meetings.

·         Coordinate with sales colleagues in key client locations globally and ensure a coherent and consistent sales approach

·         Manage client relationships in the region, service and grow assets with existing clients.

·         Help to identify new distributors, develop relationships and work closely with them. Open new business relationships and generate revenues from the latter.

·         Conduct seminars and presentations to clients.

·         Promote BNPP AM funds and thought leadership and raise the company’s profile and reputation in APAC.

·         Ensure for sufficient interaction and knowledge of wholesale distribution clients in order to cross-fertilize ideas with colleagues.

·         Keep abreast of competitor activity, market development and respond proactively to any market changes.

KEY INTERNAL / EXTERNAL RELATIONSHIPS

·         Internal: Investment, Marketing, Brand & Comm, Complaince, Legal, Client Service and Operation teams

·         External: Clients in Hong Kong & China and Transfer agent (BP2S)

ROLE REQUIREMENTS

ESSENTIAL QUALIFICATIONS & EXPERIENCE

·         University educated with a degree in Business, Finance, Engineering or related subject ;

·         CFA or related qualification preferred

·         Solid experience and understanding of the development of financial solutions and fund structuring

·         At least 7-10 years’ sales experience in the asset management industry in Asia with proven client contacts and a solid industry network