Wealth Management Cube is the largest Hong Kong based B2B focused fund and OTC products distribution platform. We are looking for an institutional fund sales who can build strong relationships with our existing B2B customers and other financial services providers including brokerage firms, family offices, EAMs, insurance companies, trust, private banks and wealth management companies to ensure they receive the highest service while seeking to identify new opportunities for business growth.

Responsibilities

• Accomplish sales targets and actively participate in strategies planning to increase assets under administration (AUA).
• Provide comprehensive coverage of both onshore and offshore asset management products to meet the diverse needs of institutional clients.
• Drive and lead internal and external coordination efforts to deliver tailor-made investment solutions and products ( e.g. mutual funds, private funds, bonds, structured products and exotic deals) for institutional clients.
• Organize and participate in roadshows and investor meetings to promote the company's offerings and facilitate collaborations with institutional clients.
• No need to bring in retail clients and no cold call needed.

Requirements:

1. Qualifications: Bachelor's degree in Finance or related field, knowledge of onshore and offshore financial markets.
2. Experience: Minimum 3 years of sales and marketing experience in fund sales in asset management companies or platforms, fintech companies, fund houses, or wealth management firms.
3. Language Proficiency: Proficiency in Cantonese, English, and Mandarin preferred.
4. Skills and Characteristics: Strong client service and relationship management skills, willingness to travel for client meetings.

 Our offer: 

• Career development prospect with learning subsidy;
• Attractive remuneration and commission package;
• 5-day working week;
• 15+ days Annual Leave;
• Medical, Life Insurance;
• Staff discount on securities transaction
• Flexible work location