Financial Services Relationship Manager
5 days ago
At Classy Wheeler Limited, we're seeking a talented Institutional Sales Executive to join our team and drive growth in our institutional client base. This is an exciting opportunity to develop and maintain strong relationships with banks, brokerage firms, family offices, and wealth management companies.
We're looking for someone who can achieve sales targets and actively participate in new product development and strategies to increase assets under management (AUM) and company income.
- We offer a comprehensive coverage of both onshore and offshore asset management products to meet the diverse needs of our institutional clients.
- This role involves leading internal and external coordination efforts to deliver tailor-made investment solutions and products for institutional clients.
- You'll organize and participate in roadshows and investor meetings to promote our offerings and facilitate collaborations with institutional clients.
To succeed in this role, you'll need a Bachelor's degree in Finance or a related field, knowledge of onshore and offshore financial markets, and minimum 3 years of sales and marketing experience in financial services.
Proficiency in Cantonese, English, and Mandarin is a must, as well as strong client service and relationship management skills. You should also be willing to travel for client meetings.
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