Asset Management Client Advisor & Growth Strategist

Leadingnation; Hong Kong; Sur place; HKD 600 000 - 1 000 000; Plein temps

Résumé du poste

Leadingnation in Hong Kong is seeking a Client Advisor / Business Development Manager to drive growth in the wealth and institutional space. You will proactively source prospects, manage the sales cycle from qualification to close, and partner with portfolio managers to tailor solutions.

The role requires at least 5 years in financial services sales, fluency in English, Cantonese and Mandarin, and a high degree of accuracy.

Qualifications

• Bachelor's degree holder in a financial services role.
• Minimum 5 years of experience in Relationship Management / Business Development / Sales within financial services.
• Fluency in English, Cantonese and Mandarin is highly preferred.

Responsabilités

• Proactively source new prospects through outreach, referrals, intermediaries, and targeted networking within wealth/institutional space.
• Run a disciplined sales process from lead generation to mandate win, including qualification, needs discovery, solution pitching, objection handling and closing.
• Identify upsell and cross-sell opportunities within existing relationships to increase AUM and share of wallet.
• Translate client needs into concrete proposals and term sheets and drive negotiation to secure commitments.
• Maintain a highly active Salesforce pipeline with clear next steps, timelines and probability of close.
• Coordinate with compliance, operations and onboarding teams to accelerate funding and reduce friction.

Connaissances

Communication skills

Languages: English Cantonese Mandarin

Prospecting & pipeline management

Formation

Bachelor's degree

Outils

Salesforce

Description du poste

Leadingnation in Hong Kong is seeking a Client Advisor / Business Development Manager to drive growth in the wealth and institutional space. You will proactively source prospects, manage the sales cycle from qualification to close, and partner with portfolio managers to tailor solutions.

The role requires at least 5 years in financial services sales, fluency in English, Cantonese and Mandarin, and a high degree of accuracy.