Financial Services Professional

4 days ago


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

About Our Company:

We are 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.

Job Role:

The successful candidate will be responsible for developing and maintaining strong relationships with institutional clients, achieving sales targets, and participating in new product development and strategies to increase assets under management (AUM) and company income.

Responsibilities:

  • Develop and maintain strong relationships with institutional clients
  • Achieve sales targets and participate in new product development and strategies

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

Perks:

  • Health Insurance
  • Performance Bonus
  • Free Snacks, Coffee/Tea
  • Regular work hours from 9 am to 6 pm


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