Senior Business Development Associate (Greater China)

Date: Aug 5, 2022

Location: Hong Kong, HK

Company: Capital Group

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.



  • 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.

Job Segment: Pre-Sales, RFP, Business Development, Market Research, Sales, Marketing