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This high-impact Senior Manager position focuses on accelerating the sales and market penetration of retail investment fund offerings. You will be the primary communication leader, translating complex investment narratives into advice for various audiences.
Job Responsibility:
Conceptualizing and executing strategic fund sales plans
Key speaker at investment seminars
Training agents and distributors on market trends and fund advantages
Contributing to the development of new web and app-based sales enablement tools to enhance user experience
Executing high-profile marketing events to boost brand awareness
Acting as the go-to person for complex fund-related queries
Leveraging customer feedback to provide valuable intelligence to senior management, identifying strategic business gaps and market opportunities
Creating top-tier sales material, training content, and authoritative investment market commentaries
Requirements:
Minimum of 10 years of experience in fund sales, investment marketing, or product consulting within leading financial institutions
Relevant Bachelor’s degree in Finance, Economics, or Business
Possession of or active progress towards a premier investment certification such as CFA or CAIA
Strong preference for candidates holding SFC license 4 and/or 9
In-depth knowledge of the MPF and mutual fund markets, complemented by a comprehensive understanding of wealth management products
Proven proficiency in major fund analytic platforms, including Morningstar, Bloomberg, and Lipper
Exceptional communication skills, with mandatory fluency in Cantonese, Mandarin, and English to cover key markets
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