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 firms strategic objectives.
Job Requirements:
· Bachelors 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.