Institutional Sales Director

2 weeks ago


Hong Kong, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

Job Responsibilities: · Serve as the key point of contact for institutional investors and high-net-worth individuals (HNWIs), collaborating with frontline sales colleagues to deliver customized investment solutions across various areas, including: Corporate finance & capital markets, OTC derivatives & structured products, Asset management, Cross-border wealth management, Private equity & alternative investments etc. · Develop and execute strategies to acquire and service institutional clients and create sales opportunities for whole company. · Drive institutional client acquisition through targeted pitching and conversion of prospect pipelines. · Conduct market research, data analysis, and client needs assessments to enhance product offerings and internal training. · Represent the firm at roadshows, investor meetings, and campaigns to promote brand visibility and investment philosophy. · Achieve performance targets and contribute to the firm’s strategic objectives. Job Requirements: · Bachelor’s Degree in Finance, Economics, Marketing, or related fields. · 8+ years of institutional sales/business development experience in securities or asset management, preferably with overseas client exposure. · Established network and proven track record in servicing institutional investors. · Deep knowledge of investment products (OTC derivatives, cross-border solutions), portfolio strategies, and global markets. · Exceptional communication, presentation, and relationship management skills; ability to simplify technical concepts for diverse audiences. · Self-driven, detail-oriented, and adept at working independently or within cross-functional teams. · Fluency in English and Chinese (Mandarin required) for written/verbal communication. · Based in Hong Kong with willingness to travel as needed.



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