About this role
Key Areas of Responsibilities
• Responsible for deepening existing client relationship, as well as developing new clients and bring incremental revenue to the platform • Follow up new account opening process, address client requests and inquiries, manage daily operational tasks, and ensure timely execution of all activities. • Attend morning meetings and conduct daily advisory coverage for institutional clients including roadshows, tours and webinars • Have a comprehensive understanding of various cross assets products offered by the company and be able to provide tailored solutions based on the specific needs of clients. • Engage in internal and external business development activities, identify innovative and trending financial products, and raise requests to the product team. • Demonstrate strong integrity, a sense of compliance, and a willingness to learn and grow • Contribute to increasing the company’s brand and product awareness among various clients, as well as expanding market share and penetration • Manage ad-hoc projects as needed.
Requirements
• Bachelor's degree above in Finance or related discipline • 5-10 years of Institutional Equity sales/Prime brokerage sales experience • Strong client development skills. Candidates with existing client resources, especially international LO & HF, are preferred. • Idea & content driven sales are preferred. • Experienced in global account management are preferred • Excellent attention to detail and exceptional communication skills. • Ability to multitask and adapt to various requests and deadlines. • Proficient in both spoken and written English and Mandarin. • University degree holder preferably in Business Administration, Banking, Finance, Accounting, Engineering or a related field. • SFC licensed with Type 1, knowledgeable about local regulatory and compliance requirements.
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