Role Overview
Our client, a leading investment platform and service provider, is seeking a motivated and dynamic Sales Executive to join their growing team. The ideal candidate will play a crucial role in driving business forward, building strong relationships with financial institutions, and promoting comprehensive range of services.
Key Responsibilities
- Develop and maintain strong relationships with institutional clients, including banks, brokerage firms and family offices
- Provide comprehensive coverage of both onshore and offshore asset management products to meet the diverse needs of institutional clients
- Present and demonstrate platform and services effectively to prospective clients.
- Collaborate with the marketing team to create tailored sales materials and campaigns.
- Achieve sales targets and contribute to the overall growth of the company.
Qualifications
- Proven experience in sales, preferably in financial services or fintech sectors.
- Strong understanding of wealth management and investment products.
- Knowledge of onshore and offshore financial markets
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Proficient in both English and Mandarin; Cantonese is a plus.