ETF sales (intermediaries)

The ETF Sales will be responsible for driving ETF business development and client acquisition efforts across institutional and intermediary channels. The successful candidate will leverage established industry relationships to grow assets under management, promote the firm's ETF capabilities, and work closely with internal stakeholders to deliver tailored investment solutions to clients.

Client Details

A well-established Hong Kong-based asset management platform with a strong presence across ETFs, mutual funds, and institutional investment solutions. The firm serves a diversified client base including institutional investors, wealth management platforms, private banks, and distribution partners across Asia. Due to continued business growth, the company is seeking an experienced ETF Sales professional to strengthen its distribution capabilities and expand market coverage.

Description

1. ETF Sales & Business Development

• Lead ETF distribution and business development initiatives across key client segments, including private banks, brokerages, insurance companies, family offices, and institutional investors.
• Develop and execute sales strategies to drive ETF asset growth, increase market penetration, and achieve business objectives.
• Identify and cultivate new business opportunities to expand the ETF client base and strengthen market presence.
• Partner closely with Product Development, Investment, and Marketing teams to support ETF launches and enhance product commercialization efforts.

1. Client Relationship Management

• Establish and maintain strong relationships with distribution partners, institutional investors, and other strategic stakeholders.
• Serve as a trusted advisor on ETF products, providing clients with market insights and guidance on product structure, liquidity, pricing, and investment positioning.
• Effectively manage sales pipelines, client engagement activities, and business development opportunities through CRM systems.
• Support the onboarding and ongoing development of new distribution channels and strategic client relationships.

3.Product Positioning & Investor Education

• Deliver compelling product presentations, market updates, and investor education initiatives to clients and distribution partners.
• Educate investors on ETF investment strategies, index methodologies, portfolio applications, and trading mechanics.
• Contribute to product positioning, value proposition development, and competitive differentiation to enhance investor awareness and adoption

Marketing & Client Engagement

• Represent the firm at industry conferences, roadshows, client events, webinars, and other promotional activities to increase ETF visibility and investor engagement.
• Work closely with Marketing to develop campaigns, thought leadership content, and investor education programs.
• Ensure all client communications and marketing materials adhere to applicable regulatory and compliance standards.

Cross-Functional Collaboration

• Collaborate with internal stakeholders across Product Development, Investments, Compliance, Risk Management, Operations, and Marketing to ensure the successful execution of ETF initiatives.
• Contribute to the firm's broader ETF growth strategy, including AUM expansion, liquidity enhancement, distribution channel development, and overall business growth objectives.
• Support strategic projects and initiatives aimed at strengthening the firm's ETF platform and competitive positioning in the market.

Profile

• Bachelor's degree in Finance, Economics, Business Administration, or a related discipline.
• Minimum 6-10 years of relevant experience in ETF sales, business development, institutional sales, or asset management distribution.
• Strong knowledge of ETFs and passive investment products, including index methodologies, trading mechanics, liquidity management, market structure, and portfolio construction.
• Demonstrated success in building distribution networks and driving asset gathering across institutional, intermediary, and wealth management channels.
• Proven track record in client relationship management, business development, and achieving sales targets within the financial services industry.
• Excellent communication, presentation, and interpersonal skills, with the ability to engage effectively with senior stakeholders and investment professionals.
• Strong commercial mindset with the ability to identify market opportunities and develop strategic initiatives to drive business growth.
• Self-driven, entrepreneurial, and capable of working independently while managing multiple priorities in a fast-paced environment.
• Proficient in Microsoft Office applications, particularly Excel and PowerPoint; familiarity with Bloomberg and other market data platforms is an advantage.
• Relevant regulatory qualifications and licenses (such as Hong Kong SFC Type 1, 4 and/or 9) are preferred.
• Fluent in English and Chinese, including Cantonese and Mandarin, with strong written and verbal communication skills.

Job Offer

• Competitive compensation and performance-based incentives.
• Strategic role within a growing ETF business and expanding asset management platform.
• Opportunity to work closely with senior leadership and influence business development initiatives.
• Strong career advancement prospects and regional market exposure.
• Dynamic, collaborative, and entrepreneurial working environment.
• Comprehensive employee benefits and professional development support.

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Aiko Zhang on +85228484712.