Institutional sales executive

3 weeks ago


Central And Western District, Hong Kong SAR China Classy Wheeler Limited Full time

Company: A well-established financial services company with over 30 years of experience, providing B2 B and B2 B2 C fund investment dealing and settlement services, as well as insurance administration and CRM solutions. Company Website: Wealth Management Cube Limited - www.wmcubehk.com Location: Hong Kong Nature: Permanent Others: Health Insurance. Performance Bonus. Free Snacks, Coffee/Tea. Regular work hours from 9 am to 6 pm. Job Description: Develop and maintain strong relationships with institutional clients, including banks, brokerage firms, family offices, and wealth management companies. Achieve sales targets and actively participate in new product development and strategies to increase assets under management (AUM) and company income. Provide comprehensive coverage of both onshore and offshore asset management products to meet the diverse needs of institutional clients. Lead internal and external coordination efforts to deliver tailor-made investment solutions and products (e.g., mutual funds, private funds, bonds, and structured products) for institutional clients. Organize and participate in roadshows and investor meetings to promote the company's offerings and facilitate collaborations with institutional clients. Job Requirements: Bachelor's degree in Finance or a related field. Knowledge of onshore and offshore financial markets. Minimum 3 years of sales and marketing experience in financial services. Preferred experience in sales roles at fintech companies, fund houses, or wealth management firms. Proficiency in Cantonese, English, and Mandarin. Strong client service and relationship management skills. Willingness to travel for client meetings.#J-18808-Ljbffr



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