Fund Management/ Discretionary Account Business Development Manager [20221114A]

Company Name (公司名稱):

  • Undisclosed

Company Background(公司背景):

  • Our client is an asset management advisor and manager setup in 2017
  • The existing client base is predominantly private funds and discretionary accounts of listed companies in Hong Kong and P.R.C.

Job Duties (工作內容):

  • Market the company’s asset management services including fund management and discretionary account management services to HNWI and listed companies.
  • Assist the client in building offshore investment vehicles and structures to accommodate private fund investments and discretionary accounts, including but not limited to brokerage account opening, bank account opening, and trust establishments.
  • Compile marketing materials and organize marketing events to promote the company’s offerings.
  • Assist in Client Onboarding/Client Due Diligence(CDD) /Know Your
  • Client(KYC)
  • Work with Compliance, Business, and related departments regarding all Clients issues

Company Requirement(公司要求):

  • Degree holder or above
  • A minimum of 2-year experience in asset management or financial advisory
  • firms, preferably with a client base
  • Strong connection with High Net Worth customers, sizable SMEs, and/or listed companies.  
  • Licensed to carry out HKSFC Type 4 & 9 regulated activities.
  • Strong communication skill and interpersonal skills
  • Mature, self-motivated, hardworking
  • Fluent in English and Mandarin

Company Package (公司待遇):

  • $30-35k monthly
  • AUM Linkedin Performance Bonus  

How to apply (如何應徵):