Institutional Sales Executive

1 month ago


hong kong, Hong Kong SAR China Classy Wheeler Limited Full time

Company: A well-established financial services company with over 30 years of experience, providing B2B and B2B2C fund investment dealing and settlement services, as well as insurance administration and CRM solutions.
Company Website: Wealth Management Cube Limited - 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.
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