Institutional Client Growth Specialist

1 week ago


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

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.

We're looking for an Institutional Sales Executive to join our team and help us grow our business.

  • This role involves developing and maintaining strong relationships with institutional clients, including banks, brokerage firms, family offices, and wealth management companies.
  • You'll need to achieve sales targets and actively participate in new product development and strategies to increase assets under management (AUM) and company income.
  • We offer a range of asset management products that cater to the diverse needs of our institutional clients.
  • This role requires strong communication and relationship-building skills, as well as the ability to work independently and as part of a team.

Requirements for this role include a Bachelor's degree in Finance or a related field, knowledge of onshore and offshore financial markets, and minimum 3 years of sales and marketing experience in financial services.



  • Hong Kong, Central and Western District, Hong Kong SAR China Borderless Capital Full time

    Hex Trust Overview Established in 2018, Hex Trust offers institutional digital asset custody, staking, and markets services. Our proprietary bank-grade platform provides secure and integrated solutions, backed by veteran banking technologists and award-winning financial services leaders.Job Description This role involves managing a portfolio of institutional...


  • Hong Kong, Central and Western District, Hong Kong SAR China Borderless Capital Full time

    About UsAt Hex Trust, we are committed to providing innovative digital asset solutions to our clients. Our mission is to establish trust and security in the digital asset ecosystem.Job DescriptionWe are seeking an experienced professional with a strong background in cryptocurrency or financial services to join our Client Management team. As the main point of...


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

    Are you passionate about helping institutions achieve their investment goals? Join us at Classy Wheeler Limited as we strive to become the leading provider of tailored investment solutions.About the Role:This is an exceptional opportunity for a Portfolio Growth Specialist to work closely with our institutional clients, developing strategic partnerships that...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hyphen Connect Full time

    Key Responsibilities:• Strategy Planning and Execution: Formulate and optimize institutional client operation strategies to ensure consistency with the overall platform strategy; monitor market trends and competitor dynamics, and adjust operation strategies in a timely manner to maintain competitive advantages; promote the implementation of institutional...


  • Hong Kong, Central and Western District, Hong Kong SAR China Cobo Full time

    Crypto market trends are constantly evolving, and at Cobo, we remain committed to staying ahead of the curve.We are searching for a talented Digital Asset Growth Specialist to join our team. As a Digital Asset Growth Specialist, you will actively identify, target, and acquire new institutional clients and leads.You will be responsible for developing...


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

    We are seeking an exceptional Institutional Sales Executive to join our team at Classy Wheeler Limited. As a key member of our sales team, you will be responsible for developing and maintaining strong relationships with institutional clients, achieving sales targets, and increasing assets under management (AUM) and company income.Job SummaryThe successful...


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

    Classy Wheeler Limited is a leading financial services company that provides innovative solutions to institutional clients. We are seeking an experienced Institutional Sales Executive to join our team and contribute to our continued growth and success.About the Role:This is an exciting opportunity to join a dynamic and forward-thinking company that is...


  • Hong Kong, Central and Western District, Hong Kong SAR China KuCoin Exchange Full time

    KuCoin Exchange is committed to providing our customers with the best possible experience. We are seeking a dedicated Institutional Client Advocate to join our team and help us achieve this goal.In this role, you will be responsible for building and maintaining strong relationships with our institutional clients, understanding their needs and preferences,...


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

    At Classy Wheeler Limited, we are seeking a highly motivated Institutional Sales Executive to join our team. The successful candidate will be responsible for developing and maintaining strong relationships with institutional clients, including banks, brokerage firms, family offices, and wealth management companies.Key Responsibilities:Develop and maintain...


  • Hong Kong, Central and Western District, Hong Kong SAR China BluFin Advisory Limited Full time

    We are a niche APAC-centric placement platform with a heavy presence in GC markets, specializing in the advisory space.BluFin Advisory Limited is actively seeking an experienced Institutional Sales Executive to join our growing sales team. This is a unique opportunity for a seasoned professional to lead large institutions and develop strong relationships...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    **Job Summary:**We are seeking a seasoned Assistant Marketing Manager to join our team at Bank of China (Hong Kong) Limited.About the Role:Maintain and expand relationships with institutional clients, providing expert advice on sales strategies and driving performance growth.Cultivate high-quality interactions with clients, effectively pitch and close deals,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Aon Hewitt Full time

    About Aon's CultureAon is committed to creating a diverse and inclusive workplace culture that values and respects all employees. Our culture is built on the principles of trust, inclusivity, and collaboration.The OpportunityWe are seeking an Enterprise Client Growth Specialist to join our team in AGRC Asia. In this role, you will be responsible for...


  • Hong Kong, Central and Western District, Hong Kong SAR China NEAR Full time

    We're looking for a seasoned Senior Manager to spearhead our Institutional Sales Enablement efforts. As a key member of our team, you'll be responsible for devising and executing a comprehensive lead generation strategy that drives engagement and conversion. Your expertise in B2B marketing and sales enablement will help us build strong relationships with...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    About the RoleWe are seeking a highly skilled Senior Marketing Strategist to join our team and drive business growth through effective marketing strategies. As a key member of our team, you will be responsible for proactively driving performance, maintaining high-quality relationships with clients, and maximizing business revenue.Key Responsibilities:Sales...


  • Hong Kong, Central and Western District, Hong Kong SAR China NEAR Full time

    OKX will be prioritising applicants who have a current right to work in Hong Kong, and do not require OKX's sponsorship of a visa.Who We Are At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom. OKX is a leading crypto exchange, and the developer of OKX Wallet, giving millions access to...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank of America Full time

    Key ResponsibilitiesAs a Senior Business Development Manager on our Americas SRM team, you will be responsible for:Developing Strategic Insights:Analyzing internal and external data sets to identify key areas of focus for senior management and drive business decisions.Developing and implementing client-centric initiatives that drive business growth and...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Job OverviewWe are seeking a highly skilled and experienced professional to join our team as a Premier Relationship Manager. This role involves developing and maintaining strong relationships with our Premier clients, providing them with tailored financial solutions and exceptional service.Main ResponsibilitiesIdentify and capitalize on opportunities to grow...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    **Job Summary:**We are seeking an experienced Business Development Manager to promote our investor services to institutional clients in Hong Kong.**Key Responsibilities:**Client Onboarding: Handle the Know Your Client (KYC) review of new clients and other issues related to client onboarding.Business Development: Promote our investor services to institutional...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hazeltree Full time

    Treasury Solutions ExpertiseWe are seeking a Treasury Solutions Specialist to join our team in Hong Kong. The ideal candidate will have extensive experience in project management, client relationship building, and financial services. You will be responsible for leading client onboarding, driving business growth, and delivering exceptional client...


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

    We are looking for a highly motivated and experienced Institutional Sales Executive to join our team at Classy Wheeler Limited. In this role, you will be responsible for developing and maintaining strong relationships with institutional clients, achieving sales targets, and increasing assets under management (AUM) and company income.About the RoleThe...