Develop new business with institutional investors, including but not limited to family offices, endowments, foundations, corporations and financial institutions etc.
Pitch new clients, identify clients’ need, and provide professional service and build tailored client solutions with full range of products or solutions.
Maintain excellent clients relationship, with tackling enquiries and sales activities.
Work closely with team to serve clients and provide solution to a broad range of investment-related need.
Collaborate with external counterparties and internal functions to completion of sales target.
Bachelor Degree or above; majoring in Economics or Finance related subjects.
5+ years of experience in institutional sales with proven sales record.
Strong knowledge in funds, investment products and asset management.
Highly self-motivated, responsible and good team player.
Exceptional attention to detail, multiple-task capability.
Good interpersonal, presentation and communication skills.
Fluent in both written and verbal English and Mandarin. Cantonese is desirable.
Our workplace reflects our values: Integrity, Passion, Teamwork, Client First and Gratitude. We value different views and encourage our people to develop to their full potential.
We offer competitive benefit and good career development opportunities with a professional & friendly working environment.
All information provided by applicants will be kept confidential and will be used in accordance with the Company’s Personal Data Collection Statement, which is available upon request.