Institutional Sales

YoujiVest; Hong Kong; Sur place; HKD 900 000 - 1 300 000; Plein temps

Résumé du poste

YoujiVest in Hong Kong seeks an energetic institutional sales professional to drive growth across asset management, banking and insurance segments. You will gain deep insights into client workflows, tailor ESG data product strategies, and lead end-to-end sales from prospecting to closure.

The role demands 3–5 years of institutional sales experience in HK, bilingual English and Cantonese/Mandarin, and strong CRM and presentation skills to support client engagements and revenue targets.

Qualifications

• Bachelor’s degree or above; 3–5 years in institutional sales in HK/Greater Bay Area finance sector.
• Native or fluent bilingual English and Cantonese/Mandarin; strong presentation and negotiation skills.
• Deep understanding of Hong Kong asset management, investment, banking and insurance operations; experience with data/tools.

Responsabilités

• Gain thorough insights into institutional clients’ daily workflows and identify demands for ESG data products and investment research.
• Develop and execute tailored HK market sales strategies to meet quotas and KPIs.
• Maintain proactive sales outreach including local meetings, cross-border virtual engagements, industry networking, and targeted prospecting.

Connaissances

Institutional sales

Client hunting

CRM management

Institutional client servicing

Business development

Financial consulting

Bilingual English/Cantonese

Microsoft Office

Formation

Bachelor’s degree

Outils

Wind Terminal

CRM software

Microsoft Office

Description du poste

Key Responsibilities

• 1.Gainthoroughinsightsintoinstitutionalclients’dailyworkflowsandfullygraspthepracticalapplicationsofourESGandclimatedataproducts,topreciselyidentifyclientdemandsforinvestmentresearch,dataanalyticsandsustainableinvestmentpractices.
• 2.DevelopandexecutetailoredsalesstrategiesandactionplansfortheHongKongmarket,consistentlystrivingtomeetandexceedassignedsalesquotas,revenuetargetsandannualbusinessKPIs.
• 3.Maintainproactiveandhigh-frequencysalesoutreach,includinglocalclientmeetingsinHongKong,cross-bordervirtualengagements,industrynetworkingandtargetedprospecting,toexpandinstitutionalclientcoverageandmarketpenetration.
• 4.Owntheentireend-to-endsalescycle,fromleadgeneration,clientneedsassessment,productdemonstrationandproposalpitchingtocommercialnegotiationandcontractclosure.Effectivelymanagethesalespipeline,deliveraccuratesalesforecasts,andprovideregularsalesupdatesandreportstoseniormanagement.
• 5.Partnercloselywithinternalproduct,technicalandcustomersuccessteamsthroughoutthesalesprocess.Leverageprofessionalproductandindustryexpertisetosupportclientengagement,andensureseamlessclientonboarding,productimplementationandhigh-qualitypost-salesdeliveryfornewinstitutionalclients.
• 6.Drivenewbusinessacquisitionthroughtargetedmulti-channelmarketingandindustryinitiativescustomizedforHongKong’sfinancialecosystem.Articulatedifferentiatedproductvaluepropositionsforassetmanagement,banking,insuranceandotherclientsegments,andfullycapitalizeonthecompany’scompetitiveedgeinESGandclimatedataservices.

Job Requirements

• 1.Bachelor’sdegreeorabovefromarecognizeduniversity.3–5yearsofinstitutionalsalesexperiencewithintheHongKongorGreaterBayAreafinancialservicessector.Provenbackgroundinfinancialdata,analyticalplatformsorESGproductsalesishighlypreferred.Hands-onexperienceinclienthunting,CRMmanagement,institutionalclientservicing,businessdevelopmentorfinancialconsultingismandatory.
• 2.NativeorfluentbilingualproficiencyinEnglishandCantonese/Mandarin(written&verbal).Exceptionalpresentation,negotiationandinterpersonalskillstocommunicateeffectivelywithHongKonginstitutionalclientsandcross-functionalglobalteams.
• 3.SolidunderstandingoftheoperationalworkflowsofHongKong’sassetmanagement,investment,bankingandinsuranceindustries,withstrongawarenessofhowfinancialinstitutionsleveragedataandanalyticaltoolsforinvestmentresearch,riskmanagementanddailybusinessoperations.
• 4.StrongpassionforESGinvestment,climatefinanceandsustainablefinanceproducts,withacutemarketsensitivitytoindustrytrends.
• 5.Self-motivated,resilientandgrowth-oriented.Eagertocontinuouslyupskillindustryandproductknowledgeandgrowalongsidethecompany’sHongKongbusinessexpansion.
• 6.ProficientinMicrosoftOfficeSuite(Excel,PowerPoint,Word).PracticalworkingexperiencewithWindTerminalorothermainstreamHongKongfinancialdataterminalsisasignificantadvantage.

Preferred Qualifications

• 1.EstablishedclientnetworkandexistingbusinessresourcesacrossHongKong’sassetmanagement,bankingandinsurancesectors.
• 2.PossessionofprofessionalcredentialsincludingCFAorotherindustry-recognizedESGcertifications.
• 3.FamiliaritywithHongKongregulatoryrequirements,internationalESGdisclosurestandardsandmainstreamclimateinvestmentframeworks.