Description

Key Responsibilities:

• Serve as the primary product expert and key point of contact for relationship managers and investment consultants on all fund and alternative investment products.
• Equip frontline teams with the knowledge, tools, and messaging needed to effectively position and promote fund products to clients.
• Develop and maintain high-quality sales collateral, product fact sheets, comparison guides, and client presentation materials.
• Deliver engaging training programs, workshops, and regular enablement sessions to enhance frontline teams' product knowledge and selling confidence.
• Conduct competitive analysis and market research to identify differentiation opportunities and support effective product positioning in the market.
• Monitor product sales performance, analyze trends and feedback from the field, and provide actionable insights and recommendations to both frontline teams and senior management.
• Regularly engage with internal stakeholders and frontline teams to gather feedback, address product-related queries, and resolve sales obstacles.
• Collaborate on sales campaigns, client communications, and initiatives aimed at accelerating fund product sales.
• Provide proactive day-to-day support to frontline teams on product questions, client objections, competitive situations, and tailored solutions.

Qualifications:

• Bachelor's degree in Finance, Economics, Business Administration, or a related field. Master's degree or professional certifications (CFA, CAIA) would be a plus.
• Minimum of 10 years of experience in fund products with a strong track record in a sales support or product specialist role within banking or asset management.
• Deep knowledge of mutual funds and proven ability to translate complex concepts into clear, client-friendly messaging. Knowledge in alternative investment funds would be a plus.
• Experience successfully partnering with frontline sales teams to drive product sales and distribution.
• Strong analytical skills with the ability to turn data and market insights into practical investment and sales strategies.
• Excellent communication, presentation, and interpersonal skills, capable of influencing and engaging stakeholders at all levels.
• Fluency in Cantonese, Mandarin and English is required
• Detail-oriented with strong organizational skills.
• Sales-oriented mindset and the ability to thrive in a fast-paced, dynamic environment.

If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA), you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course. For details, please click here .