Sales Executive for Institutional Clients

2 weeks ago


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 Summary

The successful candidate will have a strong background in finance and sales, as well as excellent communication and interpersonal skills. You will also have the ability to work effectively in a fast-paced environment and think strategically to drive business growth.

Responsibilities and Requirements
  • Develop and maintain relationships with institutional clients to achieve sales targets and increase 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 for institutional clients.
  • Organize and participate in roadshows and investor meetings to promote the company's offerings and facilitate collaborations with institutional clients.
  • 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.


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