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Institutional Sales

hong kong

Company: Our client is a prominent financial services provider specializing in B2B and B2B2C fund investment dealing and settlement services, as well as insurance administration and CRM solutions.

Location: Kwun Tong

Nature: Permanent

Job Description

• Develop and maintain relationships with institutional clients, providing investment dealing and settlement services.

• Execute sales strategies to meet or exceed sales targets and expand the client base.

• Prepare and deliver sales presentations and proposals to institutional investors.

• Provide clients with transaction advice and monthly statements.

• Collaborate with internal teams to ensure the highest level of service delivery.

Job Requirements

• Proven experience in a sales role within the financial services industry.

• Strong skills in cold-calling and relationship building with potential institutional clients.

• Demonstrable ability in preparing and delivering sales presentations to institutional investors.

• Proficient in financial and fund accounting.

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Institutional Sales jobs in hong kong

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