Role summary:

　　Capital Group is a privately owned, independent investment manager that is one of the world's largest active managers with $2.2tn in AUM (at end Dec 2022). Our company's mission is to improve people's lives through successful investing and our business is set up to deliver on this consistently and over the long-term. The four core beliefs that are central to our investing success are our distinctive way of managing money, deep fundamental research, taking a true long-term view, and the power of partnerships.

　　We are looking for a highly motivated and dynamic salesperson to join our Hong Kong-based institutional sales (IB) team. The IB client segment and the Hong Kong & Greater China region both play a significant role in Capital Group's plan to grow our business. This role will report into the Hong Kong & Greater China IB team head responsible for leading and developing Capital's institutional business in the region. The head of the Hong Kong & Greater China Client Group will also play an important role in ensuring that the organization provides what you need to be successful at Capital Group and have a fulfilling, rewarding career over the long-term.

　　This role will support the IB business with a focus on building client relationships with key institutional clients across central banks, sovereign wealth funds, pension funds, government related, insurance, endowments, other institutional related client segments as well as consultants. We will work with you to set your dedicated coverage while supporting the larger key clients in the region. This role provides the opportunity to engage clients at different stages of the sales process, from prospecting to onboarding. Collaboration is a key part of Capital Group's success and its culture. There will be close working relationships with the Singapore-based and key European IB sales teams, as well as global consultant relations teams.

　　The role is based in our Hong Kong office, which was established in 1983, and includes many supporting functions, including Marketing, Investment Specialists, Investment Professionals, etc).

　　Primary responsibilities:

　　The role will work closely and collaboratively with the IB lead to build out the Hong Kong & Greater China institutional business focusing on the key areas outlined below:

　　Sales Process:

　　Working closely with the IB lead to build out strategic plans, identifying opportunities. This involves fully understanding landscape of the market and brainstorming ideas to formulate business plans as well as detailed client plans.Building Client Relationships - Involved in prospecting meetings with clients. Focused on client needs, generating, preparing for and participating in prospecting meetings with RMs, recording call notes into the system and handling follow-ups.Maintaining information on prospects and updating critical management information about prospects and clients into the required systems. Creating and maintaining individual client plans for important prospects.Handling prospect requests for information including sourcing information and data, liaising with other internal departments if needed by articulating the prospects' need, drafting proper response etc.Opportunity to take the lead on certain assigned prospects to develop the relationship and close opportunities.Representing Capital at industry conferences / seminars, ensuring we maximise prospecting opportunities by preparing thoroughly prior to the event, proactively networking during the event and diligently following up afterwards.

　　Internal Capital Group Navigation and Collaboration

　　Work with RFP team to oversee RFIs/RFPs process, ensuring quality and timely submissions.Work with Marketing team on events, newsletters, emails and all other marketing related initiatives.Coordinating due diligence meetings with various internal departments.Work with internal teams to respond to queries from prospects and clients.Liaison with Investment Professionals, internal departments (Marketing, Results Analysis, Investment Product Management, Fee Consulting, RFP team, Legal & Compliance, etc.), other RMs and BDAs as part of the sales cycle.Work with administrative assistants to maintain client database and distribution lists.Strong partnership with the financial intermediary teams to effective enterprise coverage.In addition, to work as part of a collegial team of business development associates that shares ideas and best practices across Asia and Europe.

　　Core competencies:

　　Investment knowledge: Good level of investment knowledge of markets, macroeconomics and asset classes. Will be supported by a team of APAC Investment Specialists as well as investment products and services associates.Client focus (consultative approach): Gains deep insight into institutional client needs, identifying areas to add value in order to build deeper client relationships.Builds networks: Builds strong formal and informal networks internally and externally. Maintains relationships across a variety of functions and locations. Maturity in leading and deepening partnerships. High EQ.Organised: Ability to prioritise various tasks, meeting deadlines and execute long-term business plans accurately.Detail Oriented: Ability to focus on the bigger goal, whilst being observant of the small details when handling a project or task.Resourcefulness: Marshals resources to get things done. Orchestrates multiple activities simultaneously to accomplish a goal. Gets the most out of limited resources. Applies knowledge of internal structures, processes, and culture to resourcing efforts.Collaborates: Works cooperatively with others across the organization to achieve shared objectives. Represents own interests while being fair to others and their areas. Partners with others to get work done. Credits others for their contributions and accomplishments. Gains trust and support of others.Communicates effectively: Is effective in a variety of communication settings: one-on-one, small and large groups, or among diverse styles and position levels. Attentively listens to others. Adjusts to fit the audience and the message. Provides timely and helpful information to others across the organization. Encourages the open expression of diverse ideas and opinions

　　Qualifications

　　At least 7-8 years of experience working with institutional investors in a similar capacity.Technical skills and knowledge on financial products and investment are critical for this role.Clear, structured, and persuasive written and verbal communications skillsStrong written and verbal communication skills in both English and Chinese (Cantonese and Mandarin) for external and internal purposes.

　　In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

　　You can learn more about our compensation and benefits here.

　　We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.