Director, Financial Intermediaries, Hong Kong

2 weeks ago

Singapur, Singapore Capital Group International Inc. Full time
Director, Financial Intermediaries, Hong Kong & Greater China

Role Summary

Capital Group is a privately owned, independent investment manager that is one of the world's largest active managers with $2.5tn in AUM (at end Dec 2023). Our company's mission is to improve people's lives through successful investing and our business is set up to deliver on this consistently and over the long-term. The four core beliefs that are central to our investing success are our distinctive way of managing money, deep fundamental research, taking a true long-term view, and the power of partnerships.

We are looking for a highly motivated and dynamic business development and management specialist to join our Hong Kong-based Client Group focusing on strategic initiatives and key account management. The HK & Greater China client group plays a significant role in Capital Group's plan to grow our global business. This role will report into the Hong Kong Head of Financial Intermediary and work directly with the Greater China Client Group Head on strategic initiatives to commercialize Capital Group's different offerings (investment platforms, partnership solutions such as retirement, etc.) to existing and prospective clients.

This role primarily focuses on strategic business development initiatives to commercialize Capital Group's different offerings, such as partnership solutions and new investment/client propositions (e.g., sustainable strategies, active ETFs, retirement, etc.), with new and prospective clients. You will also have assigned client ownership and partner with the Financial Intermediary team in a collaborative manner to plan and deliver sales and client goals primarily focused on global financial institutions.

Primary Responsibilities

  • Formulate and execute strategic business development programs through market research, strategy formulation, and drive activity/program implementation in partnership with internal and external stakeholders.
  • Identify client-centric and channel-agnostic partnership opportunities to commercialize Capital Group's different offerings, and to explore and/or deepen relationships and grow assets with scale clients beyond product selling.
  • Plan, execute, and drive synergy and efficiency in programs and activities across the business development organization.

They will also work closely and collaboratively with the Financial Intermediary (FIT) sales team to execute client coverage:

  • The individual may have shared and individual FIT account ownership.
  • Introduce Capital Group, generate new prospecting meetings, and build meaningful new client relationships across the Greater China region.
  • Accurately and effectively articulate Capital Group's investment services and investment philosophy with clients.
  • Create and execute effective business development strategy, account plans, and client activities to achieve sales outcomes.

Ideal Experience

  • 10 - 15 years of experience in an investment management or wealth management organization in roles that involve strategy, business management, and/or business development.
  • Knowledge of Hong Kong & Greater China markets and experience working with global financial institutions, such as banks and insurance companies.
  • Strong technical skills and the ability to discuss financial topics with clients.
  • Self-motivated, setting ambitious goals for themselves, and a drive to make progress.
  • BA/BS required; MBA and/or CFA designation a plus.

Critical Competencies for Success

  • Demonstrate learning agility and a challenger mindset.
  • Successful track record of developing and nurturing significant client relationships.
  • Strong business writing, communication, and presentation skills.
  • Ability to interact and collaborate effectively with other sales and client service professionals.

In addition to a highly competitive base salary, you will also be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

We are an equal opportunity employer, which means we comply with all federal, state, and local laws that prohibit discrimination when making all decisions about employment.

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