Job Description

1. Drive ETF sales efforts with distributors and key accounts (E.g. banks, brokerage firms, private banks, family offices, insurance partners and institutional clients).
2. Support onboarding of new distribution partners and strategic accounts, manage sales pipeline and client activities tracking through CRM tools
3. Develop and implement effective sales strategies aligned with overall ETF business objectives and growth targets.
4. Identify new business opportunities and contribute to expanding the ETF client base and market share.
5. Contribute to broader ETF strategy, including liquidity development, AUM growth, and channel expansion aligned with firm-level objectives.
6. Address client enquiries, support the onboarding of new distributors, ETF vendors, participating dealers and market makers.
7. Conduct research, product pitches, market updates, commentaries and presentation materials for roadshows, client engagement and investor education.
8. Work closely with internal teams including Marketing, Product Development, Investment, Compliance and Operations to ensure effective execution of ETF initiatives.
9. Support ETF capital markets by facilitating participating dealers and market makers onboarding processes, client schedule management for senior members.
10. Maintain regulatory and compliance for client materials and disclosures, coordinate agreements review with legal and compliance.

Requirement

1. Bachelor’s degree in Finance, Economics, Business, or a related discipline
2. Minimum 1–4 years of relevant experience in banks, brokerage firms, experience in ETF or asset management distribution is a definite advantage.
3. Solid understanding of ETFs, including index products, liquidity, trading mechanics, and market structure
4. Proven track record in sales and client relationship management within financial services
5. Strong communication, presentation, and stakeholder management skills
6. Client-oriented mindset with strong commercial acumen and execution capability
7. Self-motivated, proactive, and able to work independently in a fast-paced environment
8. Proficiency in Excel and PowerPoint; Bloomberg knowledge preferred
9. Relevant regulatory licenses (e.g., Hong Kong SFC Type 1/4/9) preferred
10. Proficient in both written and spoken English, Mandarin and Cantonese.