Institutional Sales Analyst

Job Duties:

• žDevelop 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:

• žBachelor’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.