Job Advert Details
Role Purpose:
· Responsible for growing Wholesale Business
· Manage relationships with fund distributors, mainly with Head Quarters
· Generate product ideas and execute the launches.
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 Product 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
Qualifications
Experience, Skills and Qualifications:
· BA or BS required
· Fund sales and marketing experience in Japan preferred
· Knowledge of investment philosophy and process, markets, products, and regulations
· Highest standard of ethics
· Strong project management skills and well-rounded marketing skill
· Deadline and detailed-oriented
· Excellent communication skills – written and oral, presentation skill and experience
· High inter-personal skill - ability to work with teams, portfolio management, sales and business heads
· Proficient in PowerPoint, Excel and Word skills
· Native level of Japanese and business level of English is required as language skills