Senior Institutional/ Channel Sales (several positions)

Global Sage Hong Kong
Hong Kong, Hong Kong
market levels
22 Mar 2023
21 Apr 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Business Development

- Identify business opportunities and proactively build and maintain business relationship with institutional and/or channel clients
-- Analyze clients' needs and objectives on financial products, provide good service and introduce respective suitable products to meet their needs.

-Coordinate preparation of sales material, RFP document, due diligence, liaising in contract terms and signing of contract.

Clients Servicing/Relationship

- Address clients' enquiries and maintain strong relationship with existing institutional and/or channel clients.
- Deliver training and seminars to clients on a need basis.
- Coordinate client onboarding, reporting and order monitoring issues for clients
- Tackle any operational issues in the Sales Team.

Product Development
- Coordinate with product and the investment teams to develop investment product responding to clients' investment needs.


- Degree in Economics, Finance, Marketing or related discipline

- 5-7 years or sales experience in sizable asset management companies

- Good relationship with institutional and/or channel investors

- Strong knowledge in offshore HKD/USD investment products

- Proactive, mature and outgoing personalities

- Knowledgeable on Hong Kong/China financial markets, products and regulatory frameworks

- Fluent English, excellent written and communication skills

- Native Mandarin for China sales & native Cantonese for Hong Kong sales