Institutional Equity Sales Specialist
Company not disclosed
Job Description
About our client: They are a tier-one state-owned investment bank with state-of-the-art technology and nice people environment. Position Overview We are seeking a high-caliber Institutional Equity Sales professional with seasoned experience to join our global markets division in Hong Kong. In this role, you will lead coverage for top-tier onshore and offshore institutional investors across Primary Markets (ECM, Private Equity) and Secondary Equity products. The ideal candidate possesses an established track record servicing Sovereign Wealth Funds (SWFs), a deep understanding of financial modeling and valuation, and strong buy-side network capabilities. Key Responsibilities - Primary & Secondary Product Sales: Drive transaction execution and equity distribution across Primary Market offerings (IPOs, Placements, PE deals) and Secondary Equities to achieve revenue targets. - Institutional Coverage: Provide high-touch research sales, market insights, and execution services to onshore and offshore institutional investors (including Sovereign Wealth Funds, public funds, hedge funds, and insurance asset management firms); systematically maintain client relationships and onboard new accounts. - Research Alignment: Partner closely with Equity Research to distill market intelligence, relay research reports, and articulate high-conviction investment ideas to portfolio managers and buy-side analysts. - Corporate Access & Events: Organize and host corporate roadshows, industry field trips, expert calls, and bespoke management meetings for institutional investors. - Cross-Business Collaboration: Coordinate with internal business units (FICC, Corporate Finance, Wealth Management, and High-Net-Worth client networks) to maximize client wallet share and capture cross-selling opportunities. - Compliance & Governance: Ensure strict adherence to internal risk management standards, company policies, and regulatory requirements set by governing bodies (e.g., SFC). Requirements & Qualifications - Professional Experience: Minimum 5-8 years of institutional equity sales or investment banking experience at a reputable sell-side financial institution. - SWF Coverage: Proven, hands-on experience covering Sovereign Wealth Funds (SWFs) is strictly required. - Education: Bachelor’s degree or above in Finance, Economics, Marketing, or related quantitative disciplines. - Professional Credentials: CFA / CPA designation is highly preferred. - Technical Skills: Solid foundation in financial modeling, company valuation techniques, and quantitative analysis. - Language Skills: Native-level fluency in Mandarin (written and spoken) paired with professional working proficiency in English. - Core Competencies: Exceptional communication and interpersonal skills, highly self-motivated, proactive, passionate about investment banking, and able to thrive under tight deadlines.
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