Role Purpose:
- Responsible for managing relationships with existing fund distributors, both for Head Quarters and Branch networks
- Take full responsibility to build and grow key third party fund distribution with high client satisfaction service level
Principal Accountabilities
- Implement and contribute to the overall wholesale distribution strategy as well as key client sales and servicing model
- Drive sales, AUM and revenue growth for the wholesale business
- Implement effective sales and servicing strategy to ensure high customer satisfaction level
- Demonstrate strong investment knowledge and be the trusted advisor for clients
- Work closely with Sales and Marketing team to develop high quality wholesale marketing and sales materials
- Develop and maintain relationship with key players in the industry to closely monitor market trends
- Represent wholesale business in internal senior management reports and forums, as well as external conferences and key client events
- Summarize requests and needs of clients, co-working with other related departments
- Conduct due diligence of our clients regarding to HSBC Group Policy in cooperation with related departments
Customers / Stakeholders
- Distributors
- Sales Teams
- Functional teams (Client Propositions, Product, Compliance and Risk, etc.)
Leadership & Teamwork
- High awareness of the organization of Client Services & Sales Support and be able to effectively communicate and coordinate with colleagues across the network to ensure efficient delivery
- Be highly credible and capable of effective influencing
- Be able to manage complex projects effectively, including prioritization of initiatives in light of the resources available
- Foster professional and positive relationship with clients, team and internal counterparts
- Ensure close and effective working relationship with different teams to maintain high standard of service pledge to all key clients
- Always lead the thought leadership on new product ideas and servicing model to strengthen AMJP’s market leadership
Operational Effectiveness & Control
- Equip with knowledge on sales process and client due diligence procedures and execute them
- Understand operational details and implications
- Use and monitor the sales contact management tool
Knowledge & Experience / Qualifications
- BA or BS required
- At least 6 years fund sales and marketing experience, preferably coverage of the local retail market
- Knowledge of investment philosophy and process, markets, products, and regulations
- Highest standard of ethics
- Deadline and detailed-oriented
- Excellent communication skills – written and oral, presentation skill and experience
- English communication skill
- High inter-personal skill - ability to work with teams, portfolio management, sales and business heads
- Proficient in PowerPoint, Excel and Word skills
- Japanese language capability is must