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Senior Retail & Institutional Sales(Securities side)

Morgan McKinley Shanghai, China
Posted 18 days ago Permanent Competitive
Senior Retail & Institutional Sales(Securities side)
Senior Retail Sales(Securities side) for a top-tier foreign mutual fund company

Purpose of your role

This role will be primarily responsible for supporting AMC business development and client engagement activities in mainland China. The person will be closely working with different functions across business to facilitate the China growth strategy.

Key Responsibilities

Business Development and Relationship Management
To facilitate the development of Company's China strategy, in particular, to assist of the PFM conversion, AMC preparation, as well as launching new funds and achieving sales targets, as well as maintaining client relationship
To participate in roadshows and contribute to client meetings as needed
To assist with the acquisition of potential clients, acting as point of contact for clients/prospects for enquiries
To work on existing client retention, and anticipate possible issues and solutions ahead of specific dates, such as dealing days
To engage with domestic market participants including mutual funds, security firms, private funds etc. to obtain relevant industry insight

Internal co-ordination of distribution activities:
To ensure COMPANY global protocols, processes and procedures are followed and implemented by China onshore distribution business; proactively liaise with various internal teams to drive for solutions to adopt "Best Practice" for onshore business
Responsible for the delivery of a comprehensive project plan for client implementations; manage internal co-ordination of activities related to new client take-on and liaise regularly with relevant internal contacts and the relationship owner.
To prepare and tailor product/strategy materials to specific client needs, in collaboration with the investment team, legal and compliance team, marketing team and other regional teams
To research market and client sentiment to provide advice on timing and design of new fund issues
To provide assistance with ad-hoc business efforts including conference arrangement etc.

Experience and Qualifications Required
Fluency in English and Mandarin is essential, both spoken and written
Good understanding of the China domestic market including client segments, competitor landscapes, regulation environment and market trends, related to both mutual funds and WFOEs
Candidate with Fund Qualification or are currently working towards Fund Qualification exam is preferred
Previous experience in a distribution role (sales or client service) in the asset management or fund distribution industry preferred (5 years minimum)
Demonstrate strong mind of team-work, willingness to take ownership and drive for results
Excellent presentation and communication skills
Self-driven and able to work independently under pressure
Travelling may be required

Job ID  1022164
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