Senior Business Development Associate (Greater China)

Sales Process

• Generating, preparing for and participating in prospecting meetings with RMs, recording call notes into the system and handling follow-ups.
• 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.
• Overseeing RFIs/RFPs process and ensuring quality and timely submissions.
• Coordinating due diligence meetings with various internal departments.
• Proactively managing and resolving internal issues relating to winning business.
• Liaison with Investment Professionals, internal departments (Marketing, Results Analysis, Investment Product Management, Fee Consulting, RFP team, Legal etc.), other RMs and BDAs as part of the sales cycle.
• 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.
• making cold calls/emails to introduce Capital and secure meetings with prospects.
• Gradually taking the lead on 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.

Strategic Market Planning

• Market research on our target institutions.
• Development and exploration of new areas for business development.
• Involvement in business planning alongside RM and working with Business Management.
• Preparation of management reports to reflect the new business effort.
• Liaison with various industry organisations.
• Working with Country Marketing Manager to support events and other marketing activities.
• Working with assistants to maintain the distribution lists for newsletters.

Internal Projects and Departmental Participation

• Work as part of a collegial team of BDAs that shares ideas and best practices across Asia and Europe.
• Work as part of a broader Asia Distribution group committed to building Capital Group’s business in Asia.

Qualifications

• 3 to 5 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, hence CFA will be a big plus.
• Due to the client coverage for this role, Chinese language skills (both written and spoken) are needful.