Senior Institutional Sales (Co-Head)

Osmium Consulting Group Limited; Hong Kong Island; On-site; HKD 1,200,000 - 2,400,000; Full time

Job summary

Osmium Consulting Group Limited in Hong Kong seeks a seasoned institutional sales leader to lead a team of sales professionals, set targets, and optimize workflows.

You will expand the Greater China network, build relationships with CIOs, PMs, and sovereign funds, and drive multi-asset distribution across equities, fixed income, funds, derivatives, and custody services. Collaboration with ECM/DCM, trading desks, and product teams is essential.

Qualifications

• 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.
• Asset Management, VP to Director (RO 1,4,9)
• SFC Type 1/4/9 Responsible Officer
• Central, Central and Western District, HK

Responsibilities

• Lead, mentor, and grow a team of institutional sales professionals.
• Expand the institutional client network across Greater China; build relationships with C-level executives, portfolio managers, and CIOs.
• 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 oversee onboarding of complex institutional structures and ensure regulatory compliance in HK SFC standards.

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.

Asset Management, VP to Director (RO 1,4,9)

SFC Type 1/4/9 Responsible Officer

Central, Central and Western District, HK