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About the Role

Responsible for managing relationships with existing fund distributors and building key third-party fund distribution channels with high client satisfaction.

Responsibilities

• Implement and contribute to the overall wholesale distribution strategy.
• Drive sales, AUM, and revenue growth for the wholesale business.
• Implement effective sales and servicing strategies to ensure high customer satisfaction.
• Act as a trusted advisor for clients, demonstrating strong investment knowledge.
• Collaborate with Sales and Marketing teams to develop wholesale marketing and sales materials.
• Develop and maintain relationships with industry key players to monitor market trends.
• Represent the wholesale business in internal reports and external forums.
• Summarize client requests and needs, coordinating with other departments.
• Conduct client due diligence in cooperation with related departments.
• Coordinate with colleagues across the network for efficient delivery.
• Manage complex projects, prioritizing initiatives based on available resources.
• Foster professional and positive relationships with clients, teams, and internal counterparts.
• Maintain effective working relationships with different teams to uphold service standards.
• Lead thought leadership on new product ideas and servicing models.
• Execute sales processes and client due diligence procedures.
• Understand operational details and implications.
• Use and monitor the sales contact management tool.

Requirements

• At least 6 years of fund sales and marketing experience, preferably covering the local retail market.
• Knowledge of investment philosophy and process, markets, products, and regulations.
• Highest standard of ethics.
• Deadline and detail-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 a must.

Skills

• Investment knowledge
• Sales strategy
• Client relationship management
• Market trend analysis
• Project management
• Communication skills
• Presentation skills
• Inter-personal skills
• Microsoft PowerPoint
• Microsoft Excel
• Microsoft Word

Experience Level

• At least 6 years

Education Level

• BA or BS required