About the role
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.