Business Development Associate

Date: Dec 26, 2021

Location: Hong Kong, HK

Company: Capital Group

Role summary:


We are looking for a highly motivated and dynamic business development associate to join our Asia financial intermediaries (FIT) sales team. The Asia financial intermediaries market forms a key part of Capital Group’s plan to grow our Global Financial Intermediary distribution business and overall Asia business.


The BDA position is an integral part of the sales team. You will work primarily with the Business Development Manager (BDM) responsible for developing Capital’s intermediary business in Hong Kong and Greater China and the Senior BDA on a day-to-day basis. The overall Head of Client Group for Hong Kong will also be a key stakeholder in this growing team. There will be regional collaboration with the Singapore based intermediary BDMs and BDA as well given the distribution landscape across Hong Kong and Singapore. You will focus on activity designed to maximise sales opportunities with clients and prospects; specifically, investor training as part of the “sell-through”, supporting prospecting activities, and working closely with BDMs on pre and post meeting sales generation. There is a strong element of partnering with our internal support teams, e.g. investment specialists, investment products & services, marketing, and Legal & Compliance in order to respond to queries and service distributors.


The role is based in our Hong Kong office where we have our APAC Client Group associates like Sales, Marketing, Investment Directors and Investment Professionals etc. The reporting line will be to the Head of Client Group Hong Kong, who is also based in the Hong Kong office.


There will be opportunity to advance to next level based on merits, where you will be assigned dedicated accounts.


Primary responsibilities/essential functions:


Sales and after sales servicing

  • Working closely with BDM and Senior BDA, assisting in preparation for meetings and coordinating post-meeting follow ups, including entering high quality call reports into the CRM system, Salesforce
  • Preparing regular investment markets and product updates for clients
  • Handling straight forward inbound requests and questions from clients
  • Staying up to date on Capital Group funds and financial markets
  • Monitor competitive activities, markets trend and customer and insights to develop deep understanding of clients’ need
  • Working on ad hoc projects to deepen understanding of clients and sales opportunities
  • Exposure to the business development process to develop understanding of how to prospect and service clients effectively while upweight customer-centricity



Internal projects and Departmental participation

  • Liaison with other teams at Capital Group to create high quality deliverables to clients (Sales teams in other markets, Investment Directors, Investment Professionals, Marketing, Client Service, (investment) Results team, RFP team, Investor Services, Legal & Compliance, etc.)
  • Work as part of a collegial team of sales associates that shares ideas and best practices
  • Work in collaboration with the broader Europe-Asia Client Group (EACG) sales team, in global account calls and daily work to ensure activities with global partners are coordinated and seamless


Key characteristics:

  • Strong interest in financial markets, investment products and financial planning
  • Attention to detail, thorough
  • High quality interpersonal and communication skills, especially influencing skills
  • Good team player, ability to navigate internal networks, and be a collaborative team player
  • Self-starter, entrepreneurial spirit, enthusiastic
  • Determined, resilient, and hard working
  • Problem solver and resourceful




  • Minimum 1-3 year experience in Asset Management or Wealth Management
  • Foundational knowledge of financial markets, investments and how mutual funds operate
  • Competency in MS Office applications
  • Proficiency in Mandarin and Cantonese will be helpful

Job Segment: Business Development, CRM, Pre-Sales, RFP, Sales, Technology