Head of Institutional Sales

Finloop Finance Technology Services Limited; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

Finloop Finance Technology Services Limited is seeking a senior sales leader to direct and manage a sales team in Hong Kong's financial market. You will align with business strategy to formulate annual sales plans, decompose targets, and drive revenue KPIs while mentoring a high-performance team.

You will spearhead acquisition of high-net-worth clients and large institutions, collaborate on development strategy for key institutional clients, and tailor comprehensive financial solutions including

Qualifications

• Bachelor's degree or above.
• Over 5 years of experience in the Hong Kong financial market.
• Minimum 3 years in team management.
• Extensive Hong Kong institutional client network (overseas corporates, securities houses, asset managers, family offices).
• Strong business development capability and C-level communication skills.

Responsibilities

• Formulate the team's annual sales plan and budget, decompose targets, and supervise team members to meet revenue KPIs.
• Build, train and manage the sales team on a daily basis.
• Improve the team's professional competency through joint client visits and business reviews.
• Lead the development strategy for key institutional clients.
• Personally spearhead acquisition of high-net-worth clients and large institutions.
• Guide the team in tiered client management.
• Lead the team to identify client pain points and integrate investment research resources.
• Tailor comprehensive financial solutions including funds, bonds and cross-border structured products.

Skills

Business development

Leadership

C-level communication

Fixed income knowledge

Education

Bachelor's degree or above

Job description

Finloop Finance Technology Services Limited View all jobs

Lead and manage a sales team in the Hong Kong financial market, aligning with company business strategy to formulate annual sales plans, decompose targets, and drive revenue KPIs. Build and develop a high-performance sales team through training, professional development, and joint client engagement. Lead the development strategy for key institutional clients, personally spearhead acquisition of high-net-worth clients and large institutions including corporates, securities firms, and top family offices, and guide the team in tiered client management. Drive business innovation by identifying client pain points, integrating investment research resources, and tailoring comprehensive financial solutions including funds, bonds and cross-border structured products to increase deal size and client stickiness.

Key responsibilities

Formulate the team's annual sales plan and budget, decompose targets, and supervise team members to meet revenue KPIs

Build, train and manage the sales team on a daily basis

Improve the team's professional competency through joint client visits and business reviews

Lead the development strategy for key institutional clients

Personally spearhead acquisition of high-net-worth clients and large institutions

Guide the team in tiered client management

Lead the team to identify client pain points and integrate investment research resources

Tailor comprehensive financial solutions including funds, bonds and cross-border structured products

About you

Bachelor's degree or above

Over 5 years of working experience in Hong Kong financial market

Minimum of 3 years in team management

Extensive Hong Kong institutional client network (overseas corporates, securities houses, asset managers, family offices)

Strong business development capability and C-level communication skills

Proficient in fixed income, funds and structured products

Excellent management skills and strategic thinking

Strong stress tolerance and result orientation

Fluent in Mandarin and English

Cantonese speaking and listening ability is preferred