Role Purpose:

• Responsible for managing relationships with existing fund distributors, both for Head Quarters and Branch networks
• Take full responsibility to build and grow key third party fund distribution with high client satisfaction service level

Principal Accountabilities

• Implement and contribute to the overall wholesale distribution strategy as well as key client sales and servicing model
• Drive sales, AUM and revenue growth for the wholesale business
• Implement effective sales and servicing strategy to ensure high customer satisfaction level
• Demonstrate strong investment knowledge and be the trusted advisor for clients
• Work closely with Sales and Marketing team to develop high quality wholesale marketing and sales materials
• Develop and maintain relationship with key players in the industry to closely monitor market trends
• Represent wholesale business in internal senior management reports and forums, as well as external conferences and key client events
• Summarize requests and needs of clients, co-working with other related departments
• Conduct due diligence of our clients regarding to HSBC Group Policy in cooperation with related departments

Customers / Stakeholders

• Distributors
• Sales Teams
• Functional teams (Client Propositions, Product, Compliance and Risk, etc.)

Leadership & Teamwork

• High awareness of the organization of Client Services & Sales Support and be able to effectively communicate and coordinate with colleagues across the network to ensure efficient delivery
• Be highly credible and capable of effective influencing
• Be able to manage complex projects effectively, including prioritization of initiatives in light of the resources available
• Foster professional and positive relationship with clients, team and internal counterparts
• Ensure close and effective working relationship with different teams to maintain high standard of service pledge to all key clients
• Always lead the thought leadership on new product ideas and servicing model to strengthen AMJP’s market leadership

Operational Effectiveness & Control

• Equip with knowledge on sales process and client due diligence procedures and execute them
• Understand operational details and implications
• Use and monitor the sales contact management tool

Knowledge & Experience / Qualifications

• BA or BS required
• At least 6 years fund sales and marketing experience, preferably coverage of the local retail market
• Knowledge of investment philosophy and process, markets, products, and regulations
• Highest standard of ethics
• Deadline and detailed-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 must