• 建立並維護機構、私人銀行、家族辦公室及高淨值客戶關係，透過實地拜訪與持續跟進推動資金流入（AUM增長），管理可追蹤銷售管線清晰、合規講解產品結構、收益來源、風險、流動性及費用；
• 協調製作推介材料、DDQ回覆、條款文件及路演安排
  支援香港與新加坡的路演、投資者會議及線上活動；
• 同步跟蹤FX/利率市場，形成面向投資者的可用話術與資訊
• 收集客戶反饋，協助優化產品定位與目標客羣策略
• Build client relationships with institutional investors, private banks, family offices, and HNW/UHNW clients
• Drive AUM growth through proactive outreach, meetings, and disciplined follow-up
• Manage a trackable sales pipeline and provide regular pipeline/market updates
• Present product structure, return drivers, key risks, liquidity, and fees in a compliant manner
• Coordinate investor materials (pitch decks, DDQs, terms/structures) and support roadshows/events (HK & Singapore)
• Monitor FX/rates markets and translate insights into investor-ready messaging
• Collect client feedback and contribute to product positioning and go-to-market strategy
• (Senior/Head) Develop regional distribution strategy, lead/coaching, and partner engagement
• Number and quality of qualified meetings and pipeline trackability
• AUM growth / fundraising progress against targets
• Investor communication quality and closed-loop follow-up
• Strong compliance discipline and professional conduct

• 本科或以上學歷，金融／經濟／商科優先；
• 具3–5年資產管理分銷、固收、外匯、結構性產品或私行銷售經驗
• 熟悉固定收益、外匯工具及收益增強策略；能獨立拓展客戶並推動資金配置落地
• 粵語、英語、普通話流利；須具備香港居民身份，或持有頂才通、優才、IANG、受養人簽證或其他有效工作簽證
• 具備CFA／CAIA或SFC 149 牌相關牌照者優先；擁有新加坡／香港／澳洲機構或高淨值客戶現成網絡者優先
• Experience in asset management distribution / fixed income / FX / structured products / private banking sales (or related)
• Strong understanding of fixed income, FX instruments, and yield enhancement strategies
• Proven relationship origination and ability to convert opportunities into allocations
• Strong presentation and communication skills; clear, compliant explanation of complex strategies
• Integrity, discretion, confidentiality mindset
• Bachelor’s degree or above (Finance/Economics/Business preferred)
• Network across institutional and/or HNW channels in SG/HK/Australia
• Familiarity with MAS / SFC / ASIC sales documentation and regulatory expectations
• CFA / CAIA or relevant licenses (where applicable)

Interested candidates please send your resume with expected salary and notice period to Victoria.cheung@manpowergrc.hk