Institutional Sales and Marketing Specialist
4 days ago
**Investment Solutions for Institutional Clients:** At Classy Wheeler Limited, we understand the importance of providing tailored investment solutions for our institutional clients. That's why we're looking for an Investment Solutions Executive to lead internal and external coordination efforts to deliver comprehensive coverage of both onshore and offshore asset management products.
**Key Responsibilities:** The successful candidate will develop and maintain strong relationships with institutional clients, achieve sales targets, and participate in new product development and strategies to increase assets under management (AUM) and company income. They will also organize and participate in roadshows and investor meetings to promote our company's offerings and facilitate collaborations with institutional clients.
**Requirements:** 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 are required. Proficiency in Cantonese, English, and Mandarin, as well as strong client service and relationship management skills, are also essential.
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Senior Institutional Sales Specialist
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