Director, Institutional Equity Sales (China outbound specialist), Institutional Equities

Key Areas of Responsibilities

• Responsible for developing new clients, especially China QDI client/ China outbound private fund client. Help the team to build up higher penetration for China outbound business.

• 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 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

• 5-10 years of Equity sales/Prime brokerage sales experience.

• Strong client development skills. Candidates with existing client resources 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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