Institutional Sales Analyst
Company not disclosed
Job Description
Job Duties: - Develop and expand local and cross-border institutional client base (securities firms, funds, asset management companies, etc.) by promoting prime brokerage services, including US/HK stock trading access, securities lending, margin financing, and custody solutions. - Drive inter-brokerage collaboration initiatives, finalize partnership agreements, and maximize departmental revenue. - Maintain existing client relationships, deliver customized solutions, and coordinate with internal trading, risk management, and settlement teams to ensure efficient service execution. - Proactively address daily client inquiries, collaborate with technical and operations teams to resolve issues promptly, and enhance client satisfaction. Requirement: - Bachelor’s degree or higher in Finance, Economics, Business, or related fields. - Minimum 3 years of institutional sales experience, with in-depth knowledge of prime brokerage operations, securities trading workflows, and US/HK equity markets. - Possession of SFC Type 1 (Securities Trading) or Type 4 (Securities Advisory) license is preferred. - Fluent in Cantonese and English (written and spoken), capable of conducting bilingual roadshows and contract negotiations. - Exceptional communication skills and resilience under pressure, with proven ability to identify client needs and convert them into business opportunities. - Existing client network with hedge funds, securities firms, or institutional clients is preferred.
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