Job Description
Build relationships with HNW/UHNW clients Drive asset gathering (AUM growth) Familiarity with MAS / SFC / ASIC environments We are hiring across multiple seniority levels to support the distribution of fixed income and income-enhancement fund products. Return drivers may involve systematic FX trading and notes linked to insurance policy coverage.Key Responsibilities建立並維護機構、私人銀行、家族辦公室及高淨值客戶關係,透過實地拜訪與持續跟進推動資金流入(AUM增長),管理可追蹤銷售管線清晰、合規講解產品結構、收益來源、風險、流動性及費用;協調製作推介材料、DDQ回覆、條款文件及路演安排
支援香港與新加坡的路演、投資者會議及線上活動;同步跟蹤FX/利率市場,形成面向投資者的可用話術與資訊收集客戶反饋,協助優化產品定位與目標客羣策略Build client relationships with institutional investors, private banks, family offices, and HNW/UHNW clientsDrive AUM growth through proactive outreach, meetings, and disciplined follow-upManage a trackable sales pipeline and provide regular pipeline/market updatesPresent product structure, return drivers, key risks, liquidity, and fees in a compl...