Financial Services Development Manager
1 week ago
**Job Overview:**
We are seeking a highly skilled Financial Services Development Manager to join our team at Classy Wheeler Limited. As an Institutional Sales Executive, you will be responsible for developing and maintaining strong relationships with institutional clients, including banks, brokerage firms, family offices, and wealth management companies.
About Us:
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.
Responsibilities:
- 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 for institutional clients.
- Organize and participate in roadshows and investor meetings to promote the company's offerings and facilitate collaborations with institutional clients.
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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