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AD/D - Institutional sales/ CPM/ Investment Specialist

Hong Kong Permanent HK$1,000,000 - HK$1,600,000 per year View Job Description
Our client is seeking a high-caliber professional to join its Asset Management business in a senior capacity. Depending on the successful candidate's experience and strengths, the role may be positioned within Institutional Sales, Client Portfolio Management (CPM), or Investment Specialist functions.
  • A top tier Chinese Asset Manager in Hong Kong
  • Unique Combination of Banking and Investment Banking Capabilities

About Our Client

A leading Asia-focused asset management platform with a strong institutional heritage and an established presence across key financial markets. The firm manages a diverse range of investment strategies spanning equities, fixed income, multi-asset solutions and alternative investments, serving institutional investors, sovereign entities, financial institutions, intermediaries and high-net-worth clients globally.Backed by a robust research platform and deep market expertise, the firm is experiencing continued growth in its international asset management business and is investing in its distribution and investment specialist capabilities to further expand its presence across Hong Kong, Greater China, Southeast Asia, and selected global markets.

This is an opportunity to join a highly respected investment organization that combines the agility of an entrepreneurial platform with the resources and market access of a leading financial institution.

Job Description



Institutional Sales Focus

  • Develop and execute strategic business development plans to acquire, expand and retain institutional client relationships.
  • Drive fundraising initiatives across institutional investors including pension funds, insurance companies, banks, corporates, family offices, sovereign wealth funds and consultants.
  • Identify new market opportunities and establish sustainable distribution channels across Hong Kong and selected international markets.
  • Build and maintain a robust sales pipeline while delivering against business growth objectives.
  • Lead client meetings, due diligence presentations, and investment discussions alongside portfolio management teams.



Client Portfolio Manager (CPM) / Investment Specialist Focus

  • Serve as the key liaison between investment teams and clients, translating investment strategies into compelling client solutions.
  • Partner closely with portfolio managers to communicate investment views, portfolio positioning and performance attribution.
  • Conduct in-depth portfolio analysis and provide customized investment recommendations aligned with client objectives and risk profiles.
  • Support product development, strategic messaging, and market positioning initiatives.
  • Deliver thought leadership, market insights and investment commentary to clients and prospects.



Cross-Functional Responsibilities

  • Monitor market developments, macroeconomic trends, competitive dynamics and regulatory changes impacting investor behaviour.
  • Prepare high-quality presentations, RFPs, pitchbooks, fund reviews and client-facing materials.
  • Collaborate with investment, product, risk, legal, compliance and operations teams to ensure seamless execution and client servicing.
  • Maintain strong CRM discipline and provide management reporting on pipeline activity, client engagement and business development progress.
  • Represent the firm at industry conferences, investor events and networking forums.

The Successful Applicant

  • Bachelor's degree in Finance, Economics, Business Administration or a related discipline; Master's degree and/or professional qualifications (e.g., CFA) preferred.
  • Approximately 10+ years of relevant experience in Institutional Sales, Client Portfolio Management, Investment Specialist, Asset Management Distribution, or related investment advisory functions.
  • Proven track record within asset management, private banking, investment management or institutional investment solutions.
  • Strong understanding of institutional investor requirements, portfolio construction and investment products across equities, fixed income and multi-asset strategies.
  • Established network among institutional investors, financial institutions, insurance companies, corporate treasury teams, consultants and/or sovereign investors would be highly advantageous.
  • Commercially driven with a demonstrated ability to translate market opportunities into tangible business results.
  • Excellent stakeholder management, presentation and relationship-building skills.
  • Entrepreneurial mindset with the ability to thrive in a fast-growing and dynamic environment.
  • Fluent in English, Cantonese and Mandarin, both written and spoken.
  • Proficiency in Bloomberg, Microsoft PowerPoint, Excel and CRM platforms.



What's on Offer

  • Join a growing and well-capitalized asset management platform with strong regional and international ambitions.
  • Work closely with experienced investment professionals and senior leadership.
  • Gain exposure to a broad range of institutional clients and investment strategies.
  • Significant opportunity to contribute to business expansion and shape future growth initiatives.
  • Competitive compensation structure and long-term career development prospects.



Contact
Aiko Zhang
Quote job ref
JN-082026-7083722
Phone number
+852 2848 4712

Job summary

Function
Banking & Financial Services
Specialisation
Portfolio / Fund / Asset Manager
What is your area of specialisation?
Financial Services
Location
Hong Kong
Job Type:
Permanent
Consultant name
Aiko Zhang
Consultant phone
+852 2848 4712
Job Reference
JN-082026-7083722

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.