Associate to VP, Institutional Sales, Integrated Financial Services

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.
• 3+ 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.

We offer attractive remuneration and benefits including 5-day working week to the right candidates. Interested parties, please send your full resume including your CURRENTand EXPECTEDsalary to us by email [via APPLY NOW].

Personal data provided will be used by us for recruitment and related purposes, which is strictly in accordance with the Personal Data (Privacy) Ordinance (Cap. 486 of the Laws of Hong Kong) for Applicants for Employment. Applicants who are not contacted within 6 weeks may consider your applications unsuccessful and the personal data collected will be destroyed after 2 years or such other period as prescribed by the applicable laws.