Client Services and Sales Support, Asset Management

Role Purpose:

Responsible for managing relationships with existing fund distributors, both for Head Quarters and Branch networks
Take full responsibility to build and grow key third party fund distribution with high client satisfaction service level

Principal Accountabilities

Implement and contribute to the overall wholesale distribution strategy as well as key client sales and servicing model
Drive sales, AUM and revenue growth for the wholesale business
Implement effective sales and servicing strategy to ensure high customer satisfaction level
Demonstrate strong investment knowledge and be the trusted advisor for clients
Work closely with Sales and Marketing team to develop high quality wholesale marketing and sales materials
Develop and maintain relationship with key players in the industry to closely monitor market trends
Represent wholesale business in internal senior management reports and forums, as well as external conferences and key client events
Summarize requests and needs of clients, co-working with other related departments
Conduct due diligence of our clients regarding to HSBC Group Policy in cooperation with related departments

Customers / Stakeholders

Leadership & Teamwork

High awareness of the organization of Client Services & Sales Support and be able to effectively communicate and coordinate with colleagues across the network to ensure efficient delivery
Be highly credible and capable of effective influencing
Be able to manage complex projects effectively, including prioritization of initiatives in light of the resources available
Foster professional and positive relationship with clients, team and internal counterparts
Ensure close and effective working relationship with different teams to maintain high standard of service pledge to all key clients
Always lead the thought leadership on new product ideas and servicing model to strengthen AMJP’s market leadership

Operational Effectiveness & Control

Equip with knowledge on sales process and client due diligence procedures and execute them
Understand operational details and implications
Use and monitor the sales contact management tool

Knowledge & Experience / Qualifications

BA or BS required
At least 6 years fund sales and marketing experience, preferably coverage of the local retail market
Knowledge of investment philosophy and process, markets, products, and regulations
Highest standard of ethics
Deadline and detailed-oriented
Excellent communication skills – written and oral, presentation skill and experience
English communication skill
High inter-personal skill - ability to work with teams, portfolio management, sales and business heads
Proficient in PowerPoint, Excel and Word skills
Japanese language capability is must

See also