Senior Institutional Sales Representative
5 days ago
Classy Wheeler Limited is a well-established financial services company with over 30 years of experience. We provide B2B and B2B2C fund investment dealing and settlement services, as well as insurance administration and CRM solutions.
Job Overview:
- We are seeking a skilled Business Development Manager to develop and maintain strong relationships with institutional clients, including banks, brokerage firms, family offices, and wealth management companies.
- The successful candidate will achieve sales targets and actively participate in new product development and strategies to increase assets under management (AUM) and company income.
- Key responsibilities include providing comprehensive coverage of both onshore and offshore asset management products to meet the diverse needs of institutional clients.
Required Skills and Qualifications:
- 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.
What We Offer:
- Health Insurance.
- Performance Bonus.
- Free Snacks, Coffee/Tea.
- Regular work hours from 9 am to 6 pm.
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