FI Sales

FI Sales – Financial Institutions

Location: Hong Kong
Industry: Financial Services

Role Overview

Our client, an established financial services firm, is seeking an FI Sales professional to develop and manage relationships with financial institution clients in Hong Kong and the wider region. The role will focus on identifying new business opportunities, supporting clients’ trading and investment requirements, and working closely with internal teams to deliver responsive, high-quality service.

The ideal candidate will have experience covering institutional clients and a strong understanding of financial markets and relevant products, such as futures, options, or other exchange-traded derivatives.

Key Responsibilities

• Develop new business and grow relationships with banks, asset managers, hedge funds, brokers, proprietary trading firms, and other institutional clients.
• Understand clients’ trading, execution, clearing, and operational requirements, and connect them with appropriate services.
• Build and manage a sales pipeline, prepare account plans, and work towards agreed revenue and growth targets.
• Present products and services to clients and respond to enquiries, proposals, and requests for information.
• Coordinate with trading, operations, compliance, and other internal teams to support client onboarding and ongoing service delivery.
• Monitor client activity, market developments, and competitor offerings to identify opportunities and provide relevant insights.
• Maintain accurate client records, sales activity, forecasts, and reporting in line with internal processes.
• Ensure client engagement and business development activities comply with relevant regulatory and internal requirements.

Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related discipline.
• Experience in institutional sales, client coverage, or business development within financial services.
• Familiarity with financial markets and products such as futures, options, or other derivatives is an advantage.
• Existing relationships with financial institution clients in Hong Kong or the Asia-Pacific region would be beneficial.
• Strong communication, presentation, negotiation, and relationship-building skills.
• Commercially minded, proactive, and comfortable working towards business development targets.
• Fluency in English is required; Cantonese and/or Mandarin proficiency is an advantage.
• Relevant regulatory qualifications or licensing in Hong Kong, where applicable, will be expected.

The Opportunity

This role offers the opportunity to develop institutional client relationships and contribute to business growth within a dynamic financial services environment. Candidates with a strong client focus, market awareness, and a proven ability to build business are encouraged to apply.