Institutional sales (AVP-Director Level) $50K- $120K

WallStone Partners & Company Limited; Hong Kong; On-site; HKD 558,000 - 1,339,000; Full time

Job summary

WallStone Partners & Company Limited is seeking an Institutional sales professional at AVP-Director level in Hong Kong. The role focuses on developing and maintaining a network of institutional investors across Pre-IPO, IPO and placement stages, including PE, hedge funds, family offices and asset managers, to drive deal flow.

Ideal candidates have 3-10 years in institutional equity sales with a proven track record covering HK/China markets, and possess all regulatory criteria for licensed

Qualifications

• Degree holder or above in Finance, Investment or related discipline(s).
• Possess 3-10 years of institutional equity sales experience with proven client coverage in HK/China for cash equity or delta one.
• Regulatory criteria for licensed activities must be met.
• Strong communication skills to articulate market themes and distribution strategies to sophisticated investors.

Responsibilities

• Develop and maintain a network of institutional investors across Pre-IPO, IPO and placement stages (PE, long-only, hedge funds, family offices, asset managers).
• Support project execution and investor communications to improve order quality and deal completion probability.
• Source and manage shareholder-side needs such as large-scale sell-downs, liquidity monetisation and structured exits.
• Match investor demand and design execution approaches with trading desk to control market impact and risks.
• Drive cross-functional coordination with IBD, trading, research, legal & compliance and ops to ensure timely milestones and risk flags.
• Develop annual account and pipeline plans for key clients to ensure visible progress.

Skills

Institutional sales

Client coverage

Relationship building

Communication

Education

Bachelor's degree in Finance/Investment

Job description

Institutional sales (AVP-Director Level) $50K- $120K

Institutional sales (AVP-Director Level) $50K- $120K

Primary and Secondary Market

Our client, well-established SFC-licensed investment bank in Hong Kong (licensed for Type 1, 2, 4, 6 & 9 regulated activities), The firm has a strong franchise in ECM, Institutional Sales particularly in Hong Kong and China-related IPOs

Develop and maintain a network of institutional investors across Pre-IPO, IPO and placement stages (including PE, long-only, hedge funds, family offices and asset managers), and build an investor profile database and order preference map.

Support project execution and conduct investor communications to improve order quality and deal completion probability.

Source and manage shareholder-side needs such as large-scale sell-downs, liquidity monetisation and structured exits; build a sustainable pool of sell-side assets / deal flow.

Match investor demand and design the execution approach, working closely with the trading desk to control market impact and settlement / delivery risks.

Conduct post-deal reviews and documentation (pricing feedback, investor preferences, execution risk points) to continuously enhance execution efficiency and matching success rate.

Drive cross-functional coordination with IBD, trading desk, research, legal & compliance and operations/back office, clarifying timelines, responsibilities, milestones and key risk flags.

Develop annual account/project plans for key clients and implement a quarterly rolling pipeline management mechanism to ensure deal progress is visible and measurable.

Requirements

Degree holder or above in Finance, Investment or related discipline(s).

Possess 3-10 years of institutional equity sales experience, supported by a proven track record of successful client coverage in the HK and China markets for cash equity or delta one.

Attained all regulatory criteria for carrying out licensed activities.

Demonstrate exceptional communication skills with a refined ability to articulate complex market themes and distribution strategies to sophisticated investors.

Tactful in handling clients' needs and thinking out of the box for solutions from multiple perspectives.

Exhibit a highly organized, self-motivated, and resilient professional demeanor, particularly when securing long-term mandates.

Leverage an established network within the brokerage and institutional community to facilitate immediate business development.

Good command of written and spoken English and Chinese (including Mandarin).