Head of Institutional Sales

Fosun Wealth Holdings; Hong Kong; On-site; HKD 900,000 - 1,700,000; Full time

Job summary

Fosun Wealth Holdings, based in Hong Kong, seeks an experienced sales leader to align the team with the firm's strategy, form annual sales plans, and drive revenue targets through effective supervision.

You will build and manage a high-performing sales team, deepen relationships with major institutional clients, and guide cross-functional efforts to deliver integrated wealth solutions and grow assets under management.

Qualifications

• Bachelor's degree or above; 5+ years in the Hong Kong financial market, incl. 3+ years in team management.
• Extensive network of Hong Kong institutional clients (overseas corporates, securities firms, asset managers, family offices).
• Strong leadership, strategic thinking, and resilience; proven results in driving team performance.

Responsibilities

• Align the team with overall business strategy by formulating annual sales plans and budgets.
• Build and manage the sales team, elevating capabilities through coaching and client visits.
• Lead strategy to acquire high-net-worth and large institutional clients and guide tiered client management.
• Drive innovation and design financial solutions by integrating investment research to grow AUM and client stickiness.

Skills

Team leadership

Strategic thinking

Business development

Client relationship management

Negotiation

Education

Bachelor's degree or higher

Job description

• Align with the company's business strategy to formulate the team's annual sales plan and budget; decompose revenue targets and supervise team members to deliver them, taking full ownership of the team's overall performance.
• Build, train, and manage the sales team; enhance team capabilities through joint client visits, performance reviews, and other initiatives to build a high-performing sales team.
• Lead the strategy for developing core institutional clients, personally driving the acquisition of high-net-worth and large institutional clients (e.g., corporates, securities firms, top-tier family offices); guide team members in tiered client management.
• Drive business innovation and solution design: lead the team in identifying client pain points and integrating investment research resources to deliver integrated financial solutions, growing AUM and strengthening client stickiness.

Qualifications

• Full-time bachelor's degree or above; 5+ years of experience in the Hong Kong financial market, including at least 3 years in team management.
• A deep network of Hong Kong institutional clients (overseas corporates, securities firms, asset managers, family offices, etc.); exceptional business development capabilities and the ability to engage at senior management level; in-depth knowledge of wealth management products.
• Excellent management capabilities, strategic thinking, and resilience under pressure; strong results orientation and the ability to drive the team to achieve challenging goals.