Recruitment H

Institutional Sales ( PE Firm ) (BB-CCBC4)

Found in: Neuvoo Premium HK

  • Build Coverage Approach
  • Identify and know our clients and prospects. Listen to our clients’ feedback. Deeply understand their challenges. Prioritize client segments and specific clients.
  • Lead client coverage. Manage our relationships with priority institutional clients and prospects, delegating, where appropriate to junior team. Ensure differentiated service.
  • Be a brand ambassador. Represent Purpose’s mission. Communicate our story with stakeholders with passion and authenticity. Consider and help refine branding for Institutional audience. 
  • Revenue Growth
  • Own the sales plan. Create regional sales forecasts and related targets. Create an anticipatory, proactive, and responsive data driven sales plan. 
  • Deliver on ambitious sales targets. Ensure capabilities and resources to deliver. Remove roadblocks. Leverage PI senior management and relationships.
  • Develop prospects. Identify “white-space” for our sales team. Prioritize the opportunities given resources available. Execute strategies geared to new clients. 
  • Talent Development and Mentorship
  • Hire well. Lead ongoing recruiting of strong institutional sales professionals. Onboard team members for success. Focus on strength of cultural fit.
  • Build Capabilities. Coach members of the team. Develop both investments knowledge and sales capabilities. Deliver both day-to-day and structured feedback.
  • Lead by example. Foster a positive, hard-working and results-oriented culture.
  • Product Innovation
  • Support products development. Work with clients and our Product team to create the products our clients wants. Help amend, where appropriate, existing retail products for institutional market.
  • Suport marketing. Contribute to overall marketing strategy. Constantly deliver client and market feedback internally to the team.
  • Build Coverage Approach
  • Help guide Purpose. Be part of the PI leadership team. Actively participate in business decisions to enhance the overall performance of the firm.
  • Drive efficiency. Improvement of processes to enhance productivity. Ensure tight integration across teams within Purpose.
  • Safeguard the firm. Ensure compliance with all company policies and procedures.​​​​​​​



  • 10+ years of institutional sales experience; consultative selling experience preferred.
  • Strong familiarity with both firms and people across the HK and Greater China investments landscape.
  • Fluency in Mandarin, English and Cantonese ( Written and spoken)
  • Deep experience and fluency with investment solutions.
  • Experience managing a small team of sales professionals ideally
  • Analytics-first approach to sales; preference for data informing actions.
  • Comfort working in a fast growing and entrepreneurial environment.
  • Excellent communication and negotiation skills.
  • ‘Winning’ mindset; strong goal orientation.
  • Ability to travel when required.



For more information on this and other vacancies please contact Banking and Finance Manager, Carmen KM Lee on +852 25856770.


All information received will be kept in strict confidential and only for recruitment purpose.

calendar_today4 days ago

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location_onHong Kong

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