Job Description Template

Job Title: AVP/ Institutional Sales

Reports to: VP/ MD, Head of Institutional Sales, China

Location: Shanghai

Who You’ll Work With:

You will be in the Sales team, together with colleagues from Marketing, Business Development, Investment Research, Product, and other departments. You will jointly drive business development and client acquisition for the mutual fund business institutional segment in China.

What You’ll Do:

• Business Development & Client Acquisition
  • Develop and execute a strategic sales plan to grow institutional AUM (Assets Under Management) in China.
  • Identify and target key institutional clients
  • Build and maintain strong relationships with institutional investors, understanding their investment needs and positioning the firm’s products effectively.
• Sales & Relationship Management
  • Lead end-to-end sales processes, from prospecting to closing mandates.
  • Represent the firm in client meetings, roadshows, and industry events.
  • Provide market insights and investment ideas to clients, acting as a trusted advisor.
• Market Intelligence & Strategy
  • Monitor regulatory and market trends in China’s asset management industry.
  • Collaborate with product and investment teams to tailor solutions for institutional clients.
  • Provide feedback on client demand to influence product development.
• Cross-functional Collaboration
  • Work closely with investment, product, and compliance teams to ensure alignment with client needs and regulatory requirements.
  • Coordinate with marketing to develop sales materials and presentations.
• Performance Tracking & Reporting
  • Track sales pipeline, client interactions, and revenue growth.
  • Provide regular updates to senior management on business development progress.

What We’re Looking For:

• Bachelor’s degree in Finance, Economics, Business, or related field
• Minimum 8-10 years of institutional sales experience in asset management, mutual funds, or wealth management, with a strong focus on China’s institutional market.
• Proven track record of successfully acquiring and managing institutional clients
• Existing network and relationships with key institutional investors in China.
• Strong sales and negotiation skills with the ability to close deals.
• Deep understanding of mutual funds and other investment products.
• Knowledge of China’s regulatory environment for asset management.
• Self-motivated, entrepreneurial, and able to work independently

Who We Are:

About AB

We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.

Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

AB China FMC (联博基金) is a wholly owned subsidiary of AB and offers a suite of investment services to Chinese investors. AB China FMC offers products that cover the full range of the firm’s investment capabilities, including Equity, Fixed Income, Multi-Asset, Index/Enhanced, as well as Alternative Investments.

All are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law.  AB’s policies and practices seek to ensure that employment opportunities are available to all employees and applicants based solely on job-related criteria.