Institutional Account Executive

4 days ago


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

Job Description:

We are seeking a highly skilled Institutional Sales Executive to join our team. As a key member of our sales team, you will be responsible for developing and maintaining strong relationships with institutional clients, including banks, brokerage firms, family offices, and wealth management companies.

In this role, you will achieve sales targets and actively participate in new product development and strategies to increase assets under management (AUM) and company income. You will also provide comprehensive coverage of both onshore and offshore asset management products to meet the diverse needs of institutional clients.

Key Responsibilities:

  • Develop and maintain strong relationships with institutional clients
  • Achieve sales targets and participate in new product development and strategies
  • Provide comprehensive coverage of asset management products

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

What We Offer:

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


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