Client Advisor - Asset Management (Welcome PB RM)

The Company Our client is a fast-growing asset management firm in Hong Kong, and they are currently looking for a Client Advisor / Business Development Manager to join their expanding team. Business Development: - Proactively source new prospects through outreach, referrals, intermediaries, and targeted networking within the wealth and institutional space. - Run a disciplined sales process from lead generation to mandate win, including qualification, needs discovery, solution pitching, objection handling, and closing. - Achieve and exceed activity, pipeline, and asset‑gathering targets as agreed with management. - Lead sales meetings, roadshows, and presentations to clearly articulate the firm’s value proposition and differentiate offerings versus competitors. Relationship Management: - Identify upsell and cross‑sell opportunities within existing relationships to increase share of wallet and AUM. - Translate client needs into concrete proposals and term sheets and drive the negotiation process to secure commitments. - Partner with portfolio managers and product specialists to structure solutions that balance client objectives and commercial viability. - Maintain a highly active and accurate sales pipeline in Salesforce, with clear next steps, timelines, and probability of close. - Prioritize high‑value opportunities and manage time and territory to maximize revenue impact. - Prepare compelling sales materials (presentations, pitch books, proposals) tailored to each prospect segment and buying stage. - Coordinate closely with compliance, operations, and onboarding teams to remove friction and accelerate time‑to‑funding. Your Profile - Bachelor's degree holder - Minimum 5 years of experience in Relationship Management / Business Development / Sales Support within the financial services industry - Welcome Private Banking Relationship Manager - Detail-minded and works with a high degree of accuracy - Effective communication skills are key (written and verbal) - Fluent in spoken and written English, Cantonese and Mandarin Apply Today To apply online (Word attachment only), please click the 'Apply' button. Please note that only short-listed candidates will be contacted.

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