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Institutional Business Development Specialist

1 week ago

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

Overview:

We are seeking an experienced Institutional Sales Executive to join our team at Wealth Management Cube Limited. As a key member of our sales team, you 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 strong relationships with institutional clients to achieve sales targets.
  • 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.
  • Participate in roadshows and investor meetings to promote the company's offerings and facilitate collaborations with institutional clients.

Qualifications:

  • Bachelor's degree in Finance or a related field.
  • Minimum 3 years of sales and marketing experience in financial services.
  • Knowledge of onshore and offshore financial markets.
  • Proficiency in Cantonese, English, and Mandarin.