Field Sales

3 days ago


hong kong, Hong Kong SAR China Solomon Private Wealth Limited Full time

Field Sales & Fund Sales - Investment Banking Team SOLOWIN HOLDINGS is a holding company incorporated under the laws of the Cayman Islands on July 23, 2021. We conduct our business through our wholly owned subsidiary, Solomon JFZ (Asia) Holdings Limited (“Solomon JFZ” - CE No.: BIF175), is a licensed financial and securities firm regulated by the Securities and Futures Commission of Hong Kong (SFC). It currently holds a Type 1 License for dealing in securities, Type 4 License for advising on securities, Type 6 License for advising on corporate finance and Type 9 License for asset management. Our Group are US- NASDAQ listed, NASDAQ CODE: AXG, APAC head quarter based in Hong Kong, core business is in a versatile securities brokerage and investment banking. We are a publicly listed investment bank operating at the intersection of traditional finance and digital innovation. With a diversified portfolio across capital markets, asset management, and blockchain-native products, we are actively expanding our strategic footprint in Real World Assets (RWA) , Fund of Funds (FOF) , Exchange-Traded Funds (ETF) , and Crypto-native investment structures , also REITs . Company Website: Central, Jardine House We are looking for an ambitious Field Sales/ Fund Sales (Investment Banking Team) working in our West Kowloon ICC office Investment Banking team to cope with our business growth, this position will direct report to senior management, which allocated with clear & fair career development path. What Skills Do You Need? University degreed, Finance/ Economic/ Accounting/ or related, & Prefered to overseas background 2-4 years field sales experience/ or in other related duties Outgoing, hunter, & “Doer” mentality with a desire to win and grow business Capability to issue quotation/ placing slip independently. Excellent communication skills with experience of delivering presentations Proficient in MicrosoftOffice (Excel, Word and PowerPoint) Proficiency in spoken and written English and Chinese (Putonghua inclusive). What Do We Expect Of You? Target new corporate business account CIB Cash management, E.G PE, RWA, ETF, FoF, Crypto Funds basic knowledge Building partnerships with various sales resources to improve network for providing sales leads. Attends strategy sessions to find opportunities in SPW target accounts. Calls on prospects (i.e., conference calls, phone warm cold calls, and in-person visits) to qualify prospects for fit with SPW products, and to schedule appointments. Researches potential customer information (e.g., financial status, business nature, markets, etc.) to ensure viable prospect and to support credit application. Help on conducts sales visits to prospective customers to present SPW value proposition according to their company and their needs. Conducts due diligence (e.g., transaction audit, financial analysis & modelling etc.) to verify the legitimate and financial status of the company compliances with SPW business requirements (e.g., risk, profitability, etc.) Monitor and maintains account relationships to ensure integration of new business/ cross-selling with internal team and continued customer satisfaction #J-18808-Ljbffr



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