Institutional Sales Manager, Global Futures

Shanxi Securities International Financial Holdings Limited; Hong Kong; On-site; HKD 600,000 - 1,200,000; Full time

Job summary

Shanxi Securities International Financial Holdings Limited in Hong Kong is seeking a result-oriented Institutional Sales professional to lead overseas market expansion in futures, broaden institutional client base, and deliver integrated derivatives solutions.

You will cultivate HNW and family-office relationships, keep clients informed on global markets, and drive sales against KPIs while ensuring strict AML/KYC compliance and robust onboarding processes.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration or related field.
• Minimum 2 years of experience in financial markets or wealth management.
• Familiarity with futures, derivatives and global exchanges.
• Strong English business communication; Putonghua and Cantonese preferred.
• Knowledge of AML/KYC guidelines.
• Proven negotiation and client service capabilities.

Responsibilities

• Take responsibility for client acquisition and market promotion in overseas futures markets.
• Develop institutional channels and sustain long-term partnerships.
• Manage relationships with HNW individuals and family offices; deliver customized derivatives solutions.
• Maintain client retention and provide market insights and technical support.
• Drive sales targets and align with KPIs; promote trading platforms and core services.
• Assist onboarding and ensure AML/KYC compliance; oversee daily margin and client reporting.

Skills

English proficiency

Negotiation skills

Market awareness

Relationship building

AML/KYC knowledge

Education

Bachelor’s degree in Finance/Economics/Business Administration

Tools

Microsoft Office

CRM systems

Job description

Overseas & Cross-Border Market Expansion:Take full responsibility for client acquisition and market promotion in overseas futures markets; leverage Hong Kong’s strategic geographic location to aggressively expand institutional businesses across the Greater China region and international markets.

Institutional Channel Cultivation:Deeply explore and connect with domestic and overseas financial institution channels, including securities asset management, trusts, private equity funds, mutual funds, and QDII (Qualified Domestic Institutional Investors) to establish and sustain long-term, stable business partnerships.

HNW Client Management:Develop and maintain relationships with high-net-worth (HNW) individuals and family offices; precisely assess their asset allocation needs to deliver customized, integrated global financial derivatives solutions.

Client Retention & Market Insights:Maintain robust relationships with existing clients, delivering real-time updates on mainstream international exchanges and global futures markets, along with dedicated technical support and professional investment advice.

Sales Targets & KPI Alignment:Proactively explore diversified marketing avenues to drive the adoption of the company's futures trading platforms, clearing products, and core services, ensuring the fulfillment of personal and team sales targets and business KPIs.

Compliance Onboarding & Operations:Assist institutional and HNW clients throughout the onboarding process in strict accordance with Hong Kong's Anti-Money Laundering (AML) and Know-Your-Customer (KYC) regulatory requirements; manage daily operational reporting regarding margin monitoring and client accounts.

Requirement:

Education:Bachelor’s degree or above from a reputable local (Hong Kong) or overseas university, preferably in Finance, Economics, Business Administration, or related disciplines.

Licensing Requirements:Must hold or be eligible to obtain SFC License Type 2 (Dealing in Futures Contracts).Possessing the Mainland China Futures Practice Qualification is a definite advantage.

Work Experience:Minimum 2 years of relevant experience in the financial industry. Prior experience in securities, futures, private equity, or wealth management sectors within Hong Kong or Mainland China is highly preferred. High-potential fresh graduates with a profound understanding of the futures market will also be considered.

Industry Knowledge:Deeply well-versed in global futures and derivatives markets; thoroughly familiar with the products, rules, and trading systems of mainstream international exchanges (e.g., HKEX, CME, CBOT, SGX, etc.) as well as Mainland Chinese futures exchanges.

Language Proficiency:Fluent in written and spoken English, with excellent professional business communication skills for client interactions and commercial negotiation.Absolute proficiency in Putonghua and Cantonese is highly essential.

Core Competencies:Exceptionally self-motivated with strong learning agility and excellent commercial negotiation skills; demonstrates a high degree of professionalism and strong commitment to teamwork under high-pressure environments.

Technical Skills:Advanced proficiency in Microsoft Office suites (Excel, Word, PowerPoint).