Associate, Retail/Distribution Sales, Asset Management

Requirements

• Master's degree in finance, Business, Economics or related fields.
• At least 3 years of sales, client servicing or marketing experience within financial services or asset management preferred.
• Hungry for an opportunity to impress in an entry-level position in a leading and rapidly growing China-focused asset management firm.
• Strong interest in investment products, financial markets and retail distribution channels.
• Excellent communication and interpersonal skills, with a professional attitude.
• Good organizational skills with attention to detail.
• Ability to work independently and collaboratively within a team.
• Proficiency in Microsoft Excel, PowerPoint and CRM tools is preferred.
• Fluent Mandarin and English language skills.
• Stay informed on CITIC CLSA Job Opportunities
• Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.

Additional Information

Position Description We are seeking a motivated and customer-focused Junior Retail/Distribution Sales Associate to join our expanding sales team. In this role, you will support the distribution of our investment products to retail clients, financial advisors and distribution channels. This is an excellent opportunity for individuals looking to develop a career in asset management and retail sales within a dynamic and growing organization. This position is located in Hong Kong. Key Areas of Responsibilities Assist in the promotion and distribution of the firm's investment funds and products to retail investors and financial intermediaries. Build and maintain relationships with financial advisors, partner channels, and other distribution partners. Support the preparation of marketing materials, sales pitches, and product presentations. Conduct inbound and outbound communication with clients and partners to introduce products and answer queries. Coordinate and schedule meetings, seminars, webinars, and promotional events. Track and update client and partner information in CRM systems, ensuring data accuracy and proper follow-up. Monitor market trends, product performance, and industry developments to support sales strategies. Assist in managing client onboarding, documentation, and compliance requirements. Support the sales team with administrative tasks, reporting, and maintaining sales records.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at citicclsa? Share your experience