Senior Financial Solutions Consultant
1 month ago
Classy Wheeler Limited is 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. Our company website is Wealth Management Cube Limited - Hong Kong. We are looking for a Permanent position.
Other Perks:
- Health Insurance
- Performance Bonus
- Free Snacks, Coffee/Tea
- Regular work hours from 9 am to 6 pm
Job Summary:
- We are seeking an experienced Sales Executive to 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.
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.
Compensation and Benefits:
- Estimated annual salary: HKD $600,000 - HKD $800,000 based on experience and qualifications.
- Ongoing professional training and career development opportunities.
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