Job Description

• Assist senior sales colleagues in growing and managing a book of business in keeping with agreed AUM / Revenue / Meeting targets; working alongside senior sales colleagues on a dedicate base of clients & prospects
• Support senior sales colleagues in facilitating connectivity across client / prospect relationships, helping to build relationship in collaboration with senior colleagues and independently
• Work with senior sales colleagues to build strategic plans for client & prospect organizations; mapping these organizations to ensure we have clear product / services / relationship goals. Review and update these plans as needed and track progress to ensure we are achieving our objectives
• Integrate and use third party data (where available) into account planning and client / prospect meetings to enhance, focus and improve the overall quality of all engagements. Be on the look out for new sources of data, working creatively to integrate this into the process
• Assist senior sales colleagues with the management of the sales process, participating in client & prospect meetings and facilitating the use of asset class specialists. In some instances, this may mean working independently, but to a plan carefully agreed with senior sales colleagues.
• Act as a source of leverage to senior sales colleagues, enabling a greater level of sales activity. Ensure a high level of quality client engagements (travelling as necessary) making use of roadshows & campaigns to increase sales activity across a broad range of priority products
• Assisting with prospecting which would involve arranging meetings, preparing prep memos, conducting research to understand potential opportunities/areas of focus
• Ensure that information on meetings and all engagements is up to date and accurate, clearly articulating opportunities and helping to monitor progress through a sales process
• Help to ensure close collaboration with the Consultant Relations team and partner closely with our Business Development & Cap Form teams across Multi-Asset Solutions, Fixed Income, Equities and Alternatives to help create and execute the strategy with clients and prospects. 
• Build a deep understanding of AB’s product range, helping to ensuring that existing clients and prospects are familiar with the spectrum of our capabilities
• Work in partnership with our RFP teams in prioritizing and shaping responses to proposals.

Qualifications & Key Competencies

• A relationship management / sales professional with a developing knowledge across asset classes (including knowledge of private alternatives) who has some experience of client management and is refining / developing their skill set
• Track record of outstanding performance and achievement
• At least 5 - 8 years of experience in the financial services industry in client service / sales experience
• Ability to ‘cold call’ prospects and a willingness to travel
• Willingness to work as a member of a team, either in support of senior sales & asset class specialists or more independently on occasion
• A results-orientated self-starter who can quickly understand client needs and focus on commercial delivery
• Good organizational skills with an emphasis on being able to manage multiple initiatives with diligence and care
• Ability to develop long-term relationships with clients and internal partners
• A belief that client is first and the ability to influence and lead others to prioritize in this way
• Ability to collaborate across all levels of the organization
• Exceptional verbal, written communication, and presentation skills
• Experience using data and various information sources in the management of client relationships
• CFA (or similar) designation is beneficial
• English language skills

Hong Kong