Institutional Equity Sales

GTS Consulting; Hong Kong; On-site; HKD 360,000 - 720,000; Full time

Job summary

GTS Consulting in Hong Kong seeks an experienced equity sales professional to develop and maintain overseas institutional clients, private funds, hedge funds, family offices, and high-net-worth individuals. You will focus on expanding high-quality client resources and delivering institutional equity sales services.

You will monitor trends in China, Hong Kong, and US equity markets, provide clients with market analysis and investment guidance, and coordinate roadshows and trades, working with

Qualifications

• Minimum 1 year in equity sales or institutional brokerage.
• Preference for candidates with overseas client resources.
• Strong understanding of China/Hong Kong/US stock markets and cross-border equity investment logic.

Responsibilities

• Develop and maintain long-term partnerships with overseas institutional clients, private funds, hedge funds, family offices, and high-net-worth individuals.
• Monitor trends in China, Hong Kong, and US equity markets; provide clients with market analysis and investment advice.
• Deliver institutional equity sales services: share research, arrange roadshows, coordinate trades, and follow-up on cross-border needs.
• Work with internal research and trading teams to provide customized capital market solutions.
• Engage in daily client communications and market updates; organize business data and pursue personal and team KPIs.

Skills

Equity sales

Client development

Cross-border trading

Market analysis

Bilingual EN/Mandarin

Education

Finance degree

Job description

Key Responsibilities

• Develop and maintain long-term partnerships with overseas institutional clients, private funds, hedge funds, family offices, and high-net-worth individuals. Focus on expanding high-quality client resources and ensuring stable business contributions.
• Monitor trends in the China, Hong Kong, and US equity markets, including capital flows and sector shifts. Provide clients with professional market analysis and investment advice.
• Deliver comprehensive institutional equity sales services, including sharing research, arranging roadshows, coordinating trades, and conducting post-deal follow-ups to address cross-border investment needs.
• Work closely with internal research and trading teams to provide clients with customized, one-stop capital market solutions.
• Engage in daily client communications and market updates, organize business data, identify potential opportunities, and strive to achieve both personal and team sales KPIs.

Job Requirements

• Work Experience: Minimum of 1 year in equity sales or institutional brokerage. Preference given to candidates with established overseas client resources.
• Market Proficiency: Strong understanding of China, Hong Kong, and US stock market mechanisms, rules, and industry trends. Must be well-versed in cross-border equity investment logic and trading strategies.
• Client Resources: Ability to expand overseas client resources, particularly in the APAC region, with a proven track record in business development and sales.
• Language Skills: Fluent in Mandarin and proficient in English for business communication, negotiation, and document preparation.
• Comprehensive Quality: Demonstrates sharp market insight, excellent communication and business development skills, a target-driven mindset, resilience under pressure, teamwork, and solid financial professionalism.
• Education Background: Bachelor's degree or higher in Finance, Economics, or related fields. Relevant financial certifications are advantageous.