Build and maintain relationships with institutional clients, private banks, family offices, and high‑net‑worth individuals; drive asset inflows (AUM growth) through on‑site visits and ongoing follow‑ups; manage a trackable sales pipeline.
Clearly and compliantly explain product structures, income sources, risks, liquidity, and fees; coordinate the production of marketing materials, DDQ responses, term documents, and roadshow arrangements.
Support roadshows, investor meetings, and virtual events in Hong Kong and Singapore; simultaneously track FX and interest rate markets to develop actionable talking points and information for investor communications.
Collect client feedback to assist in optimising product positioning and target client segment strategies.
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