Intermediary Distribution Sales Manager, Hong Kong
BNY Mellon Investment Management
May 11, 2019
Bank of New York Mellon Investment Management, which is theumbrella name for all the investment management subsidiaries and affiliateswithin Bank of New York Mellon, currently has a presence in 5 countries in AsiaPacific, namely Hong Kong, Singapore, Japan, Korea and Australia. The company also targets and services clientsand distribution channels in other Asia Pacific countries (e.g. China, Taiwan).
This position, the Intermediary DistributionSales, is to manage the intermediary activities with a major focus onbuilding Retails but also covering PBs for BNY Mellon Investment Managementofferings in HK and with Strategic distribution partners:
Develop and implement a sales strategy for HK with Head ofIntermediary Asia ex Japan that is consistent with the overall BNY MellonInvestment Management sales strategy;
Grow and maintaining assets;
Maintain an understanding of the full range of BNY MellonInvestment Management products for client presentations purposes;
Coordinate and ensure delivery of after sales service toclients;
Keep appropriate records of sales activities including callmeeting notes, prospective client contacts, activity against targets etc.;
Produce business plans and maintaining robust pipeline ofbusiness opportunities;
Liaise with Marketing to ensure the appropriate activitiesare undertaken to support the product range;
Working hand in hand with other BNY Mellonteams (e.g. Product, Client Services, Marketing, Operations, Legal andCompliance) on planning, resources allocation and coordinating with IM EMEAsales team and our Boutiques in order to enhance sales effectiveness andefficiency.
Minimum 7 years of work experience
4+ years of related business experience preferred
Fluent in English, Cantonese and Mandarin
Professional designations such as CFA, CFP, CIMA, MBA are a plus
Excellent presentation skills, strong closing skills, knowledgeable in business development and practice management, self-starter with excellent interpersonal skills
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.
BNY Mellon is an Equal Employment Opportunity Employer.
Primary Location: Hong Kong-Hong Kong-Hong Kong Job: Asset Management Internal Jobcode: 52017 Organization: IM APAC-HR11404 Requisition Number: 1904238
Internal Number: 5857921
About BNY Mellon Investment Management
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