Financial Relationship Builder

4 days ago


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

We are seeking a Financial Relationship Builder to join our team at Classy Wheeler Limited. In this role, you will be responsible for building and maintaining strong relationships with institutional clients, including banks, brokerage firms, family offices, and wealth management companies.

You will achieve sales targets by actively participating in new product development and strategies to increase 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.

This is a great opportunity to work with a well-established financial services company that provides a range of services, including B2B and B2B2C fund investment dealing and settlement services, insurance administration, and CRM solutions.

  • About Our Culture:
  • We are a collaborative and dynamic team that values innovation and creativity.
  • We pride ourselves on our commitment to delivering exceptional service to our clients.
  • We have a reputation for being reliable, trustworthy, and customer-focused.
  • Key Responsibilities:
  • Build and maintain strong relationships with institutional clients.
  • Achieve sales targets by actively participating in new product development and strategies.
  • Provide comprehensive coverage of both onshore and offshore asset management products.
  • Lead internal and external coordination efforts to deliver tailor-made investment solutions and products.
  • Organize and participate in roadshows and investor meetings to promote our offerings.


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