Associate, Sales and Client Coverage (FinTech)

Location Hong Kong
Job-type Full Time
Salary Negotiable
Contact Ricolas Chan
Email email Ricolas
Reference A021700 (AWDK-200614_1655958265

A rare and unique opportunity to build and develop a robust client portfolio, comprising Ultra-High-Net-Worth individuals, institutional investors, and family offices with interest to invest, has arisen. Our client is seeking an Associate to join their rapidly growing team. The successful candidate will be involved in creating sales opportunities with clients and prospects. Identifies and grows new relationships within the target market. The ideal individual will be highly driven, resourceful, and have a minimum of 2 years of experience within the Financial Services sector.


  • Appropriate investor targeting from established relationships and managing the evaluation of potential client relationships
  • Develop and manage prospective client relationships and attract new assets through a consultative approach
  • Maintain a high level of activity and be actively involved in presentations to prospective investors and the follow-up necessary to give investors comfort regarding the firm's experience and capabilities across the firm
  • Attend conferences, events, and seminars for marketing opportunities


  • Bachelor's degree holder in Business Administration, Finance or related disciplines
  • A minimum of 2 years of experience managing relationships with UHNW clients/family offices/institutional investors/intermediary institutions would be essential
  • Strong business development and project management skills
  • Impeccable interpersonal, communication, and presentation skills
  • Interactive skills in order to understand client needs and take action with the appropriate solutions
  • Proficiency in written and spoken Cantonese, English, and Mandarin