Financial Services Relationship Manager

6 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Classy Wheeler Limited Full time
Job Title: Institutional Sales Executive

The role involves developing and maintaining strong relationships with institutional clients, including banks, brokerage firms, family offices, and wealth management companies. Key responsibilities include achieving sales targets, participating in new product development and strategies to increase assets under management (AUM) and company income.


Key Responsibilities:

  • Develop and maintain strong relationships with institutional clients.
  • Achieve sales targets and actively participate in new product development and strategies.
  • Provide comprehensive coverage of both onshore and offshore asset management products.
  • Lead internal and external coordination efforts to deliver tailor-made investment solutions and products.
  • Organize and participate in roadshows and investor meetings to promote the company's offerings.


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