Total 20 sales marketing job vacancies in Finance / Banking / Insurance category in hong kong stanley

*** Key Responsibilities ***

 - Achieve the insurance sales targets by collaboration with the assigned Customer Relationship Managers/branches

 - Drive tactical programs to develop a robust insurance culture on need based financial planning to affluent segments

 - Ensure sales staff are capable to cross-sell various types of insurance products and able to deliver innovative products to our customers

 - Implement the Group’s/Bank’s Compliance policy by managing compliance risk, ensuring adequate compliance resources are in place and training is provided, fostering a compliance culture and optimizing relation with regulators

*** Key Requirements ***

Must-have

 - Minimum 5 years' experience in insurance sales in banking (Sales experience in universal life insurance policy is preferable) 

 - Proficiency in both verbal and written English, Cantonese and Putonghua

 - Customer centric mindset and ability to manage complex interactions effectively

 - HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / ""Attained"" or above) plus relevant work experience

 

Good-to-have

 - University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP

 - Good communication, interpersonal and analytical skills

 - Strong self-motivation and drive to succeed, with ability to work under pressure

 - Shown strong situation awareness, strong desire to learn and able to work in Agile environment

 - Advocate of openness, able to create a cohesive teamwork and inspire others

 - High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

***Key Selling Points***

 - Excellent growth opportunities in career path advancement

 - Working location: to be determined after training

 - Birthday Leave

 - Staff Mortgage upon completion of 6-month probation

 - Medical Insurance

 - Maternity Leave

About Our Client As a Sales Support Associate, you will have a pivotal role in providing assistance and support throughout the sales process for our alternative investments, hedge funds, private equity, and family office divisions. This presents an exceptional opportunity to collaborate with a leading market player and contribute to the continuous growth and success of their business. Job Description Responsibilities: Provide assistance and support throughout the sales process, including the preparation of marketing presentation materials, coordination of roadshows, note-taking during meetings, and diligent follow-up on action items. Address client inquiries promptly and deliver exceptional service, ensuring their needs are met and any issues are resolved effectively. Escalate critical matters to the team head and senior management, when necessary. Serve as the primary representative and point of contact for our CRM system, maintaining a high level of accuracy and generating comprehensive dashboards and reports for senior management. Collaborate closely with various internal teams to ensure seamless coordination and prompt resolution of client needs and concerns. Assist in conducting due diligence questionnaires and facilitating the onboarding process for new clients. Prepare and deliver regular reports and updates on funds to clients, ensuring timely and accurate communication. Provide support in organizing client seminars, events, and roadshows, taking responsibility from the planning stage through to flawless execution. Contribute to ad-hoc projects as required, demonstrating flexibility and adaptability in handling diverse assignments. The Successful Applicant Requirements: Possess a Bachelor's Degree, preferably in Finance, Business, or a related field. Demonstrated experience of 3+ years in a sales support or customer service role within the financial services or asset management industry. Holders of SFC Licenses Type 1 and 4 are highly preferred. Exhibit a customer-focused mindset, self-motivation, and the ability to thrive under pressure with tight deadlines. Proficiency in Microsoft Office, including Excel, PowerPoint, and Word. Display a high level of attention to detail and accuracy. Work independently and exhibit strong problem-solving skills. Possess excellent communication and interpersonal skills. What's on Offer If you are a driven and dedicated professional looking to contribute to a dynamic and successful organization, we encourage you to apply for this exciting opportunity.

Responsibilities: Acquire, develop and maintain long-term relationships with high net worth clients; Work collaboratively with internal specialists and resources within the CTBC Group to provide clients with holistic wealth management solutions; Total ownership of client relationship and fulfil the relevant regulatory responsibilities. Requirements: University degree or above; 3 to 5 years of experience in wealth management or banking industry; Well connected to high net worth communities; Relationship management experience with Mainland China Private Banking clients is highly preferred; Strong entrepreneurship with excellent interpersonal skills; Good proficiency in spoken and written English and Chinese.

Fund Sales/ Distribution Sales-  Team Head Job Description As Fund Sales, you will support the team to achieve the team's fund sales goals. You will also identify investment sales opportunities from existing client base as well as prospectus generated by marketing activities. Other responsibilities include: Build, manage, and grow our institutional and distribution team in Greater China region. Develop and maintain a strong relationship with investors - private banks, family offices and HNWIs. Establish local and global channels and expand our institutional customer base efficiently Identify customer’s investment/retirement savings needs and perform constant monitoring of investment portfolio in order to provide appropriate advice on investment solutions and after-sales service to customers Ensure high level sales quality and complies with all regulatory, legal and ethical requirements Requirements: University graduate 8+ years of experience in fund sales, distribution sales & business development in financial services Proven track record of developing relationships, negotiating, and problem-solving with both internal and external partners and stakeholders Knowledgeable in investment products Self-motivated, responsible and able to work under pressure Excellent written and oral communication skills in English, Chinese & Mandarin Proficient in MS Office applications including Excel, Word, and PowerPoint

Brokerage, Securities, Private Wealth Management, Account Executive, RM Sinopac sec - WM sales Your new company Our client is a leading brokerage firm who is seeking an experienced Private Wealth Management Sales to join their fast-growing team. You will play a crucial role in building and maintaining relationships with high net worth (HNW) clients, provide tailored investment solutions and wealth management services for them. Base salary and high rate of commission are negotiable. Your new role Develop and maintain a strong network of high net worth clients. Provide personalized investment advice and wealth management solutions. Conduct financial analysis and portfolio reviews. Stay up-to-date with market trends and industry regulations. What you'll need to succeed Possess SFC Type 1 and 2 licenses. Proven track record in private wealth management sales. Strong network and connections with high net worth individuals. Excellent understanding of investment products and financial markets. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to [email protected], or call Cherry Ho at +852 2230 7493 for a confidential discussion now.

Well established Wealth Management Firm Excellent Exposure Our client is a well established wealth management firm which provides services to private clients and their families, trusts and financial intermediaries, as well as institutions. With a determination to boost their client base across the Asia Pacific Region, they now invite an outstanding candidate to join them. Provide support to the Private Bankers in managing client relationship and deliver high quality services to High Net Worth clients. Responsible for account opening, KYC due diligence, client order execution. Prepare client meetings and review. To be considered, you will be a university graduate with around 2 to 4 years of relevant experience in servicing high net worth client. Knowledge of private banking products and services. Sound interpersonal and communication skills in English and Cantonese. Interested applicants should send a detailed resume to Kelly Kam by email to [email protected] quoting reference eFC3533. (Applicants not contacted within 4 weeks should consider their application unsuccessful.)

Job Duties: Lead and oversee the new client business development and relationship management of existing accounts Engage with prospective clients to organise and run presentations and close deals Work through inbound and outbound leads on prospective clients to understand who the decisions makers are, build high level relationships and clearly understand business and technical requirements Clearly articulate firm’s advantages to best position and close new business Collaborate closely with both the client services and operations team to identify any potential issues and get involved directly when the subject matters are escalated by clients Prospect and work with various internal teams to fully cover your assigned territory, build relationships and cover all sales opportunities Perform brand building and marketing activities, oversee local and regional sales, promotions and campaigns Make data-informed decisions to drive performance and resource allocation Work through objections, pricing and contract issues to close deals Develop relationships with existing customers, industry consultants and complementary vendors to leverage sales opportunities through referrals Requirements 3-6 years in a Sales / Client Management capacity, or someone who is keen to try out / move to a Sales position can also be trained Open to a candidate from either sell-side, buy-side, fintech, finance, business or any other related industry, generally open The candidate should ideally be intellectually curious about what’s happening in the markets, in the APAC Region and around the world Good in managing multi-stakeholder sales cycles and closing deals Understanding of hedge fund operations and trade lifecycle would be an advantage but not necessary Strong and articulate communicator – written and verbal Strong ability to multi-task and manage priorities Excellent problem-solving and trouble-shooting skills Incentive to join the firm Super stable team, rotation of people extremely low Diverse and international culture Short hierarchy, direct access to friendly teams Exceptional long-term career prospects in a family-cultured office

Our client, a leading global advisory firm working with private companies across private equity and assets are hiring. You will need to be a Cantonese & Mandarin speaker. It is a small office and you will be working closely with Partner. This would suit someone that can work independently, is self-driven and happy in a quiet office environment but you would also have a lot of flexibility and a global team to support you. The Junior Sales will be part of a dynamic team that works closely within the sales function to provide support to General Partners with their fundraising efforts. Some of the typical responsibilities include: To prepare pre and post-meeting notes; Assist with collating and maintaining investor updates; Attending investor meetings and writing up the minutes of the meetings; Completing specific investor information requests; Assist in collating of client target lists; Assist in roadshow management; Conducting marketing research and investor market mapping; Assist in preparation of sale reports; Assist compliance with European checks and regulations; To maintain the CRM system; and Completing project work as required.

About the role: You will be responsible for identifying potential sell-side clients in Cash Equities and Futures Global markets who could benefit from the wide range of Itarle product offerings.  Warm introduction calls to potential clients  Effectively managing follow-up calls and emails  Monitoring competition by gathering current marketplace information, comparing pricing, and analyzing new products. Market research of potential clients Ensuring the computerized database is updated accurately at all times Ensuring sales presentations and documentation are up to date Reporting clients' leads and trends to management  Building and improving clients' reports What we are looking for: University qualification or equivalent (Preferably Finance related) Highly personable and confident in talking to a range of sophisticated clients  Excellent interpersonal skills and the ability to work on your own initiative Basic coding skills are highly desirable Talkative and good at communications  Self-motivated and take responsibility seriously Fluent in both written and spoken English. Proficiency in Mandarin will be a plus! What We offer: Financial backing for postgraduate education and professional qualifications such a CIPD Sponsorship opportunities for semi-pro / professional athletes. Opportunity to travel and work abroad at global Itarle offices.  Annual team holiday, team nights out and company-paid lunches. We look forward to meeting you!

Responsibilities: Support team in business development and client relationship management with Institutional Sales Clients, Corporate Clients, Pension Fund, Sovereign Fund, Fund of Fund, etc.; Maintain good relationship with existing distributors and expand the distribution network; Conduct market research and other supports to assist the team in distribution channel development; Prepare regular fund report and newsletter to distributors, including retail banks, IFAs, insurance agencies, etc.; Responsible for organizing marketing related campaigns with clients; Handle KYC onboarding, due diligence or other compliance related work, RFP and structuring of fund related activities; Other AD hoc duties to meet sales targets as assigned. Requirements: Bachelor's Degree holder or above in Economics, Finance, Accounting or related field with overseas educational background will be plus; With 5-8 years' relevant experience in fund sales and distribution, financial advisory gained from financial institution / company. i.e. asset management, mutual fund, investment bank, corporate bank, etc; Type 4 and 9 license holder is a must; Familiar with SFC and other relevant regulations; Presentable, result-driven with strong initiative and drive to succeed; Positive and proactive attitude, team player, ability to work in a complex rapidly evolving workplace and team required; Good proficiency in MS Office (Excel, Word and Powerpoint); Good command in written and oral English and Chinese including Putonghua. Please click "Apply Now" to submit your application with CV attached stating both the existing and expected salary. Personal data collected will be used for recruitment purposes only.

Job description A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages. Hang Seng Investment Management Limited Established in 1993, Hang Seng Investment Management Limited ("Hang Seng Investment") is a wholly owned subsidiary of Hang Seng Bank Limited, and is Hong Kong No. 1 exchange-traded fund ("ETF") manager in terms of assets under management. As a Hong Kong based asset management company specializing in managing funds related to mainland China and Hong Kong markets, Hang Seng Investment is committed to providing investors with comprehensive investment management services through investment managers with extensive experience in managing funds (including a series of ETFs and retail funds) and investment portfolios for institutional and private clients. As a leading home-grown asset manager in Hong Kong, Hang Seng Investment has 30 years of asset management experience. We are seeking a high caliber to join us as Assistant Marketing Manager. Principal Responsibilities Develop and implement different marketing strategies for branding marketing, product launch as well as investment education through multi channels to engage wholesales and institutional investors Responsible for communications, social media and public relations for Hang Seng Investment Implement various market commentaries and education materials to let investors have better knowledge of investment funds and ETFs Create and manage marketing materials, including product brochure, presentation deck and website content Organize different events which supports sales teams to maintain strong relationships with our clients Conduct competitor analysis to keep abreast of market opportunities Participate in ad-hoc duties as assigned by line manager from time to time Requirements University graduate in Accounting, Finance, Economics, Marketing, Business Administration or related discipline Minimum of three years' relevant experience, preferably in asset management, banking or investment industry Experience in managing marketing activities through multi-channels Advocate of openness, able to create a cohesive teamwork and inspire others Ability to bring divergent ideas to create new and valuable solutions Proficiency in both spoken and written English and Chinese; knowledge of Putonghua is an advantage Strong analytical, project management, communication and interpersonal skills Detailed-minded, ability to organize, prioritize multiple tasks and assist the team to successfully deliver tasks and meet deadlines Great sense of ownership and servicing mindset to ensure efficient and effective delivery of outputs Visit Hang Seng Career Page and sign up with our Talent Community to receive the latest information about our career opportunities in Hang Seng Hong Kong. The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we're leveraging our digital capabilities to ensure we can continue to recruit top talent at the HSBC Group. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

The Role Responsibilities Strategy Advance the development and implementation of the client strategy for the designated portfolio as identified through the Account Planning process Accountability for delivering financial performance objective (revenues and costs) Accountability for all other objectives for the management and development of client relationships, specifically compliance and credit risk Lead the origination and client relationship management for GS clients and prospects, including setting overall client strategy and account plan Develop and maintain a deep understanding of the clients' needs and the markets in which they operate, across footprint market in Asia Active engagement with senior executives within clients. Builds and nurtures relationships over time; recognises and addresses needs Maintain a strong working relationship with Front office, Risk, Legal and Compliance, FCC, COBAM, Operations and other key stakeholders Business Actively identify client needs across full set of SCB product capabilities, originate new business and grow the franchise by capitalising on bank competitive attributes (e.g. international network, product expertise, etc.) Engage senior management and decision makers of key clients to improve the quality of dialogue with clients, promoting a move away from 'transactional' reactive client coverage to consistent value-added partner advisor status. Anticipate clients' needs and provide strategic advice, bringing in the relevant product and industry partners as appropriate Maximise the profitable revenue to the Bank whilst maintaining focus on client outcomes, strengthening and deepening existing relationships, both at the most senior level as well as at the operating level in the clients in the designated portfolio Bring strategic thought and vision as to how the insurance and asset management industry landscape regionally / globally is changing and where areas of international growth lie relevant to the client portfolio Ensure that industry and product knowledge is continually developed Stay abreast and anticipate the developments of the markets in which our clients operate and footprint Processes Drive continuous improvement of the operational efficiency and effectiveness of processes to increase the consistency of relevant TB systems and processes Work with direct reports and other stakeholders to support the delivery of TB strategy in a safe and well-controlled manner and on an end-to-end basis - incorporating infrastructure requirements and building a business that is fit-for-growth Work with direct reports and other stakeholders to ensure a consistent product delivery across TB business People & Talent Ensure engagement of frontline staff and mange people issues in partnership with Transaction Banking Risk Management Provide an awareness and understanding of the main risks facing sales in the country and the role each individual plays in managing them Responsible for all aspects of risk (credit, operational) to specific clients in the country Governance Understand the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role Commitment to Group Code of Conduct and act as a role model for Conduct Timely completion of all mandatory e-learning, attestations, compliance requirements and requests for information Fulfil supervisory responsibilities in line with supervisory framework Regulatory & Business Conduct Display exemplary conduct and live by the Group's Values and Code of Conduct . Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Key stakeholders Team members in Transaction Banking, Client Coverage, Financial Markets and Retail/Private Banking under the context of banking the ecosystem of our clients in he country SCB Operational Risk, HR, Legal, Compliance etc. Our Ideal Candidate Bachelor's Degree in business / Finance Preferred Language: English Role Specific Technical Competencies Sales Proposals and Presentation Sales Closing and Agreements Cross-Selling About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 160 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents. And we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum Flexible working options based around home and office locations, with flexible working patterns Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process. Visit our careers website www.sc.com/careers

Our client one of the largest Chinese security firms in Hong Kong is to seek a highly experienced and dynamic individual for the role of Senior Prime Brokerage Sales. This is an exciting opportunity for a seasoned professional with a proven track record of building and maintaining strong client relationships within hedge funds and alternative investment firms. As a Senior Prime Brokerage Sales, you will be responsible for driving new business growth, expanding the firm's client base, and delivering exceptional service to clients in the prime brokerage space. Responsibilities: Develop and execute a strategic sales plan to drive new business acquisition and revenue growth within the hedge fund and alternative investment client segment. Build and maintain strong relationships with existing clients, acting as a trusted advisor and providing exceptional service to meet their needs. Identify and pursue new business opportunities by prospecting and networking within the industry, attending conferences, and leveraging personal and professional networks. Understand clients' investment strategies, objectives, and operational requirements to tailor prime brokerage solutions and services to meet their specific needs. Collaborate with internal stakeholders, including product specialists, risk management, and operations teams, to develop customized solutions for clients. Stay informed about industry trends, market developments, and regulatory changes that may impact clients' trading and prime brokerage needs. Conduct presentations, prepare proposals, and negotiate agreements with prospective clients, ensuring alignment with the firm's business objectives and risk appetite. Monitor competitor activities, market trends, and client feedback to identify areas for service enhancement and product development. Provide regular updates to senior management on sales pipeline, revenue forecasts, and progress against targets. Mentor and provide guidance to junior members of the sales team, fostering a collaborative and high-performance culture. Qualifications: Bachelor's degree in finance, economics, business, or a related field. Advanced degrees or relevant certifications are highly desirable. Extensive experience in prime brokerage sales, with a strong focus on hedge funds and alternative investment clients. Proven track record of success in building and managing client relationships, generating new business, and achieving revenue targets. Deep understanding of prime brokerage products and services, including margin financing, securities lending, trade execution, and clearing. Comprehensive knowledge of hedge fund strategies, investment vehicles, and operational requirements. Strong network of contacts within the hedge fund industry, with the ability to leverage relationships to drive business growth. Excellent communication and presentation skills, with the ability to effectively articulate complex concepts and tailor sales messages to different stakeholders. Strategic mindset with the ability to identify market opportunities, develop sales strategies, and execute plans to achieve business objectives. Strong negotiation and influencing skills, with the ability to build consensus and navigate complex client organizations. Demonstrated leadership abilities, with experience in mentoring and developing junior team members. Strong work ethic, self-motivated, and results-oriented. Ability to travel as required to meet with clients and attend industry events.

Responsibilities: Develop and execute a strategic sales plan to achieve revenue targets and drive market penetration in Hong Kong and China. Proactively identify and engage with potential clients, including institutional investors, corporations, and high-net-worth individuals. Build and maintain strong relationships with existing clients, understanding their investment needs and providing tailored equity derivatives solutions. Conduct thorough market research and analysis to identify new business opportunities and stay abreast of industry trends. Collaborate with internal stakeholders, such as traders, product specialists, and research teams, to develop customized solutions for clients. Deliver presentations, product demonstrations, and training sessions to educate clients on equity derivatives products and strategies. Negotiate and close deals, ensuring favorable terms and conditions for both the client and the company. Provide ongoing support and exceptional service to clients, addressing any inquiries or concerns in a timely manner. Requirements: Bachelor's degree in Finance, Business, or a related field. A Master's degree is a plus. Proven track record of success in solution sales, specifically within the equity derivatives market. Strong knowledge of equity derivatives products, including options, futures, swaps, and structured products. Demonstrated experience in selling to Hong Kong and Chinese clients, with a deep understanding of the local financial markets and regulatory environment. Excellent communication and presentation skills, with the ability to effectively articulate complex financial concepts to a diverse audience. Strong analytical and problem-solving skills, with a keen attention to detail. Ability to work independently and collaboratively in a fast-paced and dynamic environment. Proficiency in Mandarin and English is essential.

Your team responsibilities MSCI ESG Research, part of MSCI Llc, is seeking to expand its Client Coverage Team in Hong Kong with a commercially driven and result oriented individual. MSCI ESG Research is a fast growing business and our clients span some of the world's largest banks, hedge funds, pension funds and asset managers. In this exciting and dynamic environment, you are responsible as an MSCI ESG Sales Specialist for maintaining existing client relationships as well as new business development. This Sales position is aimed at expanding and increasing the usage of the industry-leading suite of products and services that support the integration of environmental, social and governance (ESG) factors into investment decisions. In addition to the management of management level relationships, the role also demands a consummate relationship builder, both internally and externally, in order to drive sales and hit revenue targets. Key to this role is the creation and timely execution of pipeline, which the sales specialist takes full ownership of. In this role, individuals will work very closely with global Client Service, Marketing, Legal, Product Management, and Finance / billing departments. What we offer you • At MSCI we are passionate about what we do, and we are inspired by our purpose - to power better investment decisions. You'll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry. • Wherever you are located you will find transparent compensation schemes and employee benefits that can help ensure your financial security and health. While they vary by different locations, we offer a broad range of benefits that are part of the value you receive as an MSCI employee. • Our flexible ways of working will allow you to maximize your potential, and we will empower you with the trust, accountability, and advanced technology to perform at your very best. • You'll find a purposeful approach to wellbeing to provide you with all the resources you need to be your best at work and in your personal life. Our 'Here For You' Employee Assistance Program is available for our employees globally, providing confidential emotional support, financial and legal advice free of charge. Your key responsibilities • Achieve forecasted revenue, renewal and profitability goals • Grow commercial relationships and execute up-sales with existing clients • Identify opportunities and close sales to new prospects • Ability to advice and consult clients and prospects on different ESG strategies, particularly ESG integration • Undertake detailed revenue reporting and forecasting • Grow networks and attend relevant industry events • Work with the wider sales group to achieve cross-segment opportunities and synergies from information sharing and collaboration • Communication of market developments to marketing and product team • Support development of sales and support literature • Monitor and manage customer satisfaction and retention for a demanding investor client group Your skills and experience that will help you excel • Recent experience in managing sales effort against a quantitative objective • Excellent track record in developing new business and growing established revenue streams • Experience in a commercial/sales position in financial services • Good understanding of the ESG market and how ESG factors impact the investment process would be advantageous • Experience of this within the SRI/ESG industries is a plus • Excellent presentation and communication skills • Excellent networking and inter-personal skills • Advanced negotiation skills • Absolute personal and business integrity • Innovative, entrepreneurial, customer orientated thinker with strong consultative sales drive • A team builder and player with emotional and professional maturity • A commercially minded individual with drive and capacity to manage a dynamic, fast paced environment How we'll support you • Our culture of high performance and innovation relies on our people sharing their knowledge and lifting each other up. You'll be surrounded by a collaborative, global network of talented colleagues who will support and inspire you to do the best work of your career. • We believe new and challenging experiences drive personal growth and innovation. With the right challenges, encouragement, and development support you can shape your own career experience. Career paths are multi-directional, and we encourage and support internal mobility to help you identify new opportunities to progress and take control of your future. • As a new joiner you'll be enrolled on our Global Orientation interactive learning experience to set you up for success. • Our tailored learning opportunities will enable you to acquire the skills you need at your own pace, choosing between the courses and certifications best suited to you. Our Learning@MSCI platform coupled with access to LinkedIn Learning Pro will provide you with all the resources you need for to accelerate your professional growth. • At MSCI we act in ways that encourage respect for all voices, ensuring that everyone can be themselves and feel like they are a part of the company. We are intentional about ensuring that everyone is treated fairly and supported with equal opportunities to succeed. • We have eight MSCI Employee Resource Groups: All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women's Leadership Forum. About MSCI MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. To learn about life at MSCI visit careers.msci.com , follow us on LinkedIn and Glassdoor or join our Talent Community . To all recruitment agencies MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes. MSCI Inc. is an equal opportunity employer committed to diversifying its workforce. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email [email protected] and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries. Note on recruitment scams We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try and elicit personal information from job seekers. Read our full note on our careers site . Quotes from Emilia Marton, Anja Ludzuweit, Dorottya Bruszt

My client is looking for an experienced equity sales professional to join their team and sell A and H shares research products to Hong Kong and China clients. Responsibilities: Develop and maintain strong relationships with existing and potential clients in Hong Kong and China, including institutional investors, hedge funds, asset managers, and private banks. Promote and sell our A and H shares research products, which cover a wide range of sectors and companies listed in Hong Kong and mainland China markets. Provide timely and relevant market updates, investment ideas, and research insights to clients, based on our in-house analysts' reports and recommendations.Continue Coordinate and arrange roadshows, conferences, and meetings between clients and our research analysts, as well as senior management of covered companies. Work closely with other sales teams, research teams, and trading desks to ensure a high level of client service and satisfaction. Requirements: Bachelor's degree or above in finance, economics, business, or related fields. At leastt 5 years of relevant working experience in equity sales, preferably with a focus on A and H shares research. Strong knowledge of Hong Kong and mainland China markets, regulations, and trends, as well as A and H shares products and services. Excellent communication, presentation, and interpersonal skills, with the ability to build rapport and trust with clients and internal stakeholders. Fluent in English and Mandarin, both written and spoken. Cantonese is a plus. Self-motivated, proactive, and result-oriented, with a strong sense of responsibility and integrity.

Job description A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages. Investments and Wealth Solutions - Wealth Commercialization and Proposition Department Hang Seng's Investments and Wealth Solutions offers a full spectrum of investment products and services to our Wealth and Personal Banking customers, from high-net-worth to mass segments across channels. We distribute investment funds managed by top tier fund managers covering different types of funds, across regions and asset classes. A wide range of structured products with underlying linked to equities, FX rates, interest rates, investment funds, etc. are offered for investors to pursue different investment objectives. We also offer fixed income instruments and certificates of deposit to customers who look for regular coupon payment. Besides, we have securities services covering exchange traded equities in local and overseas markets offered through a wide variety of trading channels. Margin trading services covering FX and securities, and investment financing service provides extra liquidity and purchasing power to cater for investment needs from sophisticated investors. We are seeking a high caliber to join us as Sales Development Manager Principal responsibilities: Plan, develop and implement sales, product, marketing and distribution strategies for the Bank's investment products distribution business. Lead the structured products' sales development projects and liaise with various internal / external parties to ensure the smooth delivery of products / services. Work closely with distribution channels and provide adequate support and ensure an efficient sales platform is maintained. Provide sales and training related support services. Assist in the formulation of sales strategies for the structured products business. Co-ordinate, develop and motivate staff to work towards strategic goal and business target of the department. Ensure the structured products sales model, sales procedures and sales support infrastructure can comply with the requirements of the Group and relevant regulatory authorities. Requirements University degree in Business Management, Banking, Finance or a related discipline or other relevant qualifications. 5 years' experience in investment management, structured products sales development related business preferred. Candidates with less experience will be considered for a junior role. Proficient in project management, handling of new/existing structured products distributions. Strong sales orientation, with self-motivation and ability to work under pressure. Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes. Good communication and interpersonal skills. Good in both written English and Chinese, proficiency in Excel application an advantage. Visit Hang Seng Career Page and sign up with our Talent Community to receive the latest information about our career opportunities in Hang Seng Hong Kong. #LI-HASE 0000JPL3

KEY RESPONSIBILITIES  To sell mutual funds and related investment products Establish and maintain strong relationships with existing clients and prospects to broaden customer base and carry out ongoing client maintenance Develop sales strategies and marking cycle, including plans for new funds and continous plans for current funds Prepare sales materials and take part in marketing pitching Develop fund sales channels Collaborate with various internal teams including investment, product, compliance and operations to carry through asset management business development and related sales activities in both Bank of Communications Group and the subsidiaries Experience in connecting varieties of institutions in PRC is preferred Provide market intelligence and investor feedback to fund managers REQUIREMENTS   • Bachelor or above • Minimum 4 years experiences of selling financial products • Familiar with financial markets and knowledge, understanding of asset management products including mutual fund, OFC, ETF, etc. • Familiar with financial institutions and their operations • Good team player with excellent communication, interpersonal and culture-fit skills • Good command of Cantonese, Mandarin and English

Taikang Asset Management (Hong Kong) Co. Ltd., (hereafter as “Taikang Asset (HK) or “the Company”), is a wholly-owned subsidiary of Taikang Asset Management Co., Ltd. (hereafter as “Taikang AMC”) was incorporated in Hong Kong in 2007, now holding SFC licenses Type 1 (Dealing in Securities), Type 4 (Advising on Securities), and Type 9 (Asset Management) regulated activities, and with QFII and RQFII qualifications. Founded in 2006 Taikang AMC is owned by the Taikang Insurance Group which was founded in 1996.  Taikang Insurance Group is listed in Fortune 500 and is currently one of the China’s largest insurance and financial services institutions based in Beijing, operating in three main business sectors: insurance, asset management, and health and elderly care. Being the bridgehead in global strategic implementation and overseas investment centre for Taikang AMC, Taikang Asset (HK) inherits its parent company’s investment philosophy “Research Drives Forward Investment, Professionalism Creates Values”.  We are committed to creating a “progressive and rule-based” talent culture that pursues excellence and respects professionalism.  Not only we are an Equal Opportunity Employer, upholding openness, fairness and equality in talent selection and utilization, we have also created a learning culture that values openness and expertise to improving employees’ professional skills.  Our corporate culture also emphasizes compliance, risk awareness, integrity, execution and performance. Our care for employees’ growth is reflected in all activities.  The Company has also created career progression channels and developed a mature promotion policy that enables employees to fulfill themselves and continuously advance their career with our business growth. To continue business and performance expansion, we are inviting high caliber to “Grow with Us & Build Your Career with Us”.  Our employee’s retirement benefits have been recognized in the “Good MPF Employer Award 5 Years+” and “MPF Support Award” categories by the MPFA in five consecutive years since 2019.  Welcoming diversity gives us competitive advantages in the marketplace and drives us to continued success.  We offer competitive benefits and development opportunities in one’s career journey with us.  If this is your ideal marketplace delay no more and submit your job application to begin your choice of employer and career at Taikang Asset (HK).  Job Responsibilities  Report to the Head of Products, Sales and Marketing Develop institutional business opportunities (insurance/government pension/sovereign wealth funds) in Asia and Middle East Development of strong relationships leads to new mandates or injections into existing funds Promote Taikang brand through intensified communication with major institutional clients in the region Complete RFPs, consultant reports and client reports in a timely and efficient manner Customize investment solutions to suit investment needs of prospects and clients Contribute ideas for new products which will be suitable to the markets assigned Lead or participate in other ad-hoc projects as assigned Job Requirements Bachelor or above Degree Holder with at least 5 years of relevant institutional sales experience in covering Asia and Middle East regional clientele in asset management industry Experience in handling sophisticated institutional clients, especially SWFs and global pension clients at a senior level Strong leadership and analytical skills with innovative thinking Accurate, articulate, presentable and showing initiative Excellent command of written and spoken Chinese and English Candidate with higher qualifications will be considered for Director level Interested parties please send your application letter and full resume with available date, current and expected salary to [email protected] (All collected personal information will only be used for recruitment purposes.)

Taikang Asset Management (Hong Kong) Co. Ltd., (hereafter as “Taikang Asset (HK) or “the Company”), is a wholly-owned subsidiary of Taikang Asset Management Co., Ltd. (hereafter as “Taikang AMC”) was incorporated in Hong Kong in 2007, now holding SFC licenses Type 1 (Dealing in Securities), Type 4 (Advising on Securities), and Type 9 (Asset Management) regulated activities, and with QFII and RQFII qualifications. Founded in 2006 Taikang AMC is owned by the Taikang Insurance Group which was founded in 1996.  Taikang Insurance Group is listed in Fortune 500 and is currently one of the China’s largest insurance and financial services institutions based in Beijing, operating in three main business sectors: insurance, asset management, and health and elderly care. Being the bridgehead in global strategic implementation and overseas investment centre for Taikang AMC, Taikang Asset (HK) inherits its parent company’s investment philosophy “Research Drives Forward Investment, Professionalism Creates Values”.  We are committed to creating a “progressive and rule-based” talent culture that pursues excellence and respects professionalism.  Not only we are an Equal Opportunity Employer, upholding openness, fairness and equality in talent selection and utilization, we have also created a learning culture that values openness and expertise to improving employees’ professional skills.  Our corporate culture also emphasizes compliance, risk awareness, integrity, execution and performance. Our care for employees’ growth is reflected in all activities.  The Company has also created career progression channels and developed a mature promotion policy that enables employees to fulfill themselves and continuously advance their career with our business growth. To continue business and performance expansion, we are inviting high caliber to “Grow with Us & Build Your Career with Us”.  Our employee’s retirement benefits have been recognized in the “Good MPF Employer Award 5 Years+” and “MPF Support Award” categories by the MPFA in five consecutive years since 2019.  Welcoming diversity gives us competitive advantages in the marketplace and drives us to continued success.  We offer competitive benefits and development opportunities in one’s career journey with us.  If this is your ideal marketplace delay no more and submit your job application to begin your choice of employer and career at Taikang Asset (HK).  Job Responsibilities  Report to the Head of Products, Sales and Marketing Responsible for sales and revenue generation and client relationship management for intermediary accounts Monitor and lead generation plans for the development of new intermediary business with focusing on Hong Kong and Asian markets Develop a strategic intermediary sales and services plan to meet business requirements Other ad hoc projects Job Requirements Bachelor or above Degree Holder with at least 5 years of relevant experience in intermediary sales in asset management industry Proven track record in intermediary business development across multiple asset classes Strong interpersonal and presentation skills Sound knowledge of the regulatory frameworks for intermediary business Excellent command of written and spoken Cantonese and English, fluency in Mandarin is highly recommended Interested parties please send your application letter and full resume with available date, current and expected salary to [email protected] (All collected personal information will only be used for recruitment purposes.)