Senior Institutional Sales (Co-Head)

Osmium Consulting Group; Hong Kong; On-site; HKD 1,500,000 - 2,100,000; Full time

Job summary

Osmium Consulting Group in Hong Kong seeks a senior institutional sales leader to guide and mentor a team, set ambitious sales targets, and expand the client network across Greater China. You will drive distribution ofmulti-asset solutions including equities, fixed income, funds, derivatives, and custody services.

You will collaborate with ECM/DCM, Trading, Product, and Equity Research to tailor investment solutions and syndicate deals while ensuring onboarding aligns with HK SFC regulations and

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field.
• 10+ years of institutional sales experience in a HK licensed securities firm, investment bank, or broker.
• Comprehensive knowledge of major global markets, with focus on US and Greater China; ASEAN knowledge is a plus.
• Proven, transferable network of institutional clients across Greater China (Sovereign Funds, Asset Managers, Family Offices, EAMs, Tech/FinTech).
• Native/Fluent Mandarin and English; Cantonese fluency highly preferred.

Responsibilities

• Lead, mentor, and grow a team of institutional sales professionals. Set sales targets, manage coverage pipelines, and optimize business workflows.
• Expand the institutional client network across Greater China. Build and maintain relationships with C-level executives, portfolio managers, and chief investment officers.
• Drive the sales and distribution of multi-asset solutions across Equities, Fixed Income, Funds, Derivatives, Structured Products, and custody/clearing services.
• Collaborate with ECM/DCM, Trading Desks, Product Teams, and Equity Research to deliver tailored investment solutions and syndicate deals.
• Partner with Compliance and Operations to onboard complex institutional structures in line with Hong Kong SFC regulations and cross-border standards.

Skills

Leadership

Client relationships

China market knowledge

Regulatory compliance

Mandarin & English

Education

Bachelor's degree in Finance, Economics or Business

Job description

• Lead, mentor, and grow a team of institutional sales professionals. Set sales targets, manage coverage pipelines, and optimize business workflows.
• Expand the institutional client network across Greater China. Build and maintain strong relationships with C-level executives, portfolio managers, and chief investment officers.
• Drive the sales and distribution of multi-asset solutions, including Equities, Fixed Income, Funds, Derivatives, Structured Products, and custody/clearing services.
• Collaborate closely with ECM/DCM, Trading Desks, Product Teams, and Equity Research to deliver tailored investment solutions and syndicate deals.
• Partner with Compliance and Operations teams to oversee the onboarding of complex institutional structures, ensuring compliance with Hong Kong SFC regulations and cross-border standards.

Qualifications & Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field.
• 10+ years of institutional sales experience in a Hong Kong licensed securities firm, investment bank, or broker, with at least 2–3 years in a team lead or management capacity.
• Comprehensive knowledge of major global markets, with particular expertise in the United States and Greater China. Average knowledge of ASEAN markets is a plus
• Proven, transferable network of institutional clients across Greater China (Sovereign Funds, Asset Managers, Family Offices, EAMs, and Tech/FinTech corporates).
• Native/Fluent Mandarin and English are essential; fluency in Cantonese is highly preferred.