senior manager, business development & fund advisory.

Our client is a prominent, world-class financial institution and wealth protection leader with a massive, trusted presence across Asia-Pacific. Renowned for its institutional stability, expansive distribution network, and comprehensive product offerings, the firm delivers top-tier wealth accumulation, pension management, and asset protection solutions. Dedicated to financial excellence and sustainable long-term growth, they continuously empower individuals, brokers, and corporate clients across the region to secure their financial futures.

about the team.You will join a sophisticated Investment Management division that functions as the central engine for investment communication, fund advisory, and distribution enablement. This highly collaborative and culturally diverse team acts as the strategic conduit between portfolio strategies and the broader market distribution platforms. The team focuses on elevating market positioning, delivering premium market intelligence, and driving product engagement across retail, broker, and agency channels, ensuring our investment capabilities remain the preferred choice in the market.

about the job.

As a Senior Manager, your core focus will be bridging the gap between complex investment strategies and diverse distribution networks. You will act as a key technical spokesperson and business advisor to promote the firm's robust fund lineup, pensions, and wealth portfolios.

Your primary responsibilities include:

• Investment Communication & Distribution Engagement: Speak dynamically at high-level investment seminars and lead specialized training sessions for agents, distributors, and clients. You will articulate market trends and complex fund features in both professional and easily digestible layman's terms.
• Strategic Growth & Marketing Execution: Formulate innovative fund sales strategies, establish clear communication plans , and coordinate specialized marketing events to drive strong awareness of the firm's investment capabilities.
• Cross-Functional & Ecosystem Collaboration: Partner closely with internal regional business units and marketing teams to actively drive and promote pension frameworks and investment-linked portfolios.
• Platform Innovation: Support the active development of web- and app-based sales and client engagement tools to systematically optimize user experience and distribution efficiency.
• Stakeholder Relationship Governance: Serve as the central point of contact for investment- and fund-related inquiries , handle feedback from key stakeholders , and collaborate across internal departments to address complex technical queries. You will leverage these client insights to advise senior leadership on strategic business gaps and new opportunities.
• Collateral & Content Production: Direct the creation and design of premium, investor-facing fund sales literature and training modules , while drafting institutional-grade market commentaries.

skills & experiences required.

• Professional Longevity: A minimum of 10 years of intensive experience across fund sales, investment marketing, and/or product consulting within financial institutions or financial services sectors.
• Academic & Professional Credentials: A university degree in Finance, Economics, Business Administration, or a highly related analytical discipline. Possessing an advanced professional qualification such as a CFA or CAIA charter is highly preferred.
• Regulatory Readiness: Currently holding, or fully eligible to hold, Hong Kong SFC Type 4 (Advising on Securities) and Type 9 (Asset Management) representative licenses.
• Domain Expertise: Comprehensive market knowledge covering the Mandatory Provident Fund (MPF) landscape, mutual fund structures, and general wealth management products.
• Technical Savvy: An in-depth, functional understanding of standard fund analytical platforms, including Morningstar, Bloomberg, and/or Lipper. Demonstrated experience managing project-based workflows is highly desirable.
• Communication & Collaboration: Elite communication skills with professional fluency in English, Mandarin, and Cantonese. A strong team player who possesses the excellent coordination skills required to thrive within an international, multi-cultural corporate environment.