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Vice President, Client Services and Sales Support, Asset Management

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

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Vice President, Client Services and Sales Support, Asset Management

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