Institutional Client Solutions Specialist

4 days ago


Hong Kong Island, Hong Kong SAR China Classy Wheeler Limited Full time

Job Summary:

We are seeking a highly skilled Senior Sales and Marketing Professional to join our team at Wealth Management Cube Limited. The successful candidate will be responsible for developing and maintaining strong relationships with institutional clients, achieving sales targets, and increasing assets under management (AUM) and company income.

Key Responsibilities:

  • Develop and execute strategies to increase sales and revenue growth.
  • Provide exceptional client service and support to ensure client satisfaction and loyalty.
  • Collaborate with cross-functional teams to deliver tailored investment solutions and products to institutional clients.
  • Participate in roadshows and investor meetings to promote the company's offerings and build relationships with institutional clients.

Requirements:

  • Bachelor's degree in Finance or a related field.
  • 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 communication and interpersonal skills.


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