Sales Associate

Key Responsibilities: - Identify, engage, and onboard prospective corporate, institutional, and professional clients. - Understand client objectives, trading strategies, and operational needs to provide tailored fintech and financial market solutions. - Act as a trusted advisor by recommending appropriate products, platforms, and services (e.g., derivatives, FX, trading infrastructure). - Execute targeted sales strategies to drive revenue growth across fintech and capital markets offerings. - Develop and deliver compelling sales pitches, product demonstrations, and proposals. - Collaborate with senior sales and partners to penetrate new markets and client segments. - Conduct preliminary KYC (Know-Your-Client) checks and manage onboarding documentation in compliance with regulatory standards. - Maintain strong client relationships through proactive communication and ongoing support. - Address client enquiries and coordinate with internal teams (operations, compliance, technology) to ensure timely resolution. - Stay up to date with financial markets, fintech developments, and competitor offerings. - Identify cross-selling and upselling opportunities across products and services. - Provide client feedback and market insights to enhance service offerings and sales strategies. - Work closely with marketing to co-develop sales materials, campaigns, and thought leadership content. - Use CRM systems to track pipeline activity, client interactions, and sales performance. - Contribute to internal discussions aimed at improving sales processes, client experience, and operational efficiency. - Prepare regular reports on pipeline, revenue, and client engagement metrics. Qualifications & Requirements: - Bachelor’s degree in Finance, Business, Economics, or a related field. - 0–3 years of experience in sales, business development, or front-office roles within financial services, fintech, or capital markets. - Fresh graduates are welcomed to apply. - Strong understanding of financial instruments and markets such as Derivatives (Futures & Options), Foreign exchange (FX), Electronic trading platforms and Fintech solutions. - Familiarity with tools such as Bloomberg or similar market data platforms is advantageous. Skills & Competencies: - Strong consultative selling and client engagement skills. - Excellent communication and interpersonal abilities. - Proficiency in English and Chinese is highly preferred. - Analytical mindset with the ability to interpret market trends and client data. - Proficiency in Microsoft Office (Excel, PowerPoint, Word) and CRM systems. - Ability to manage multiple stakeholders and work both independently and collaboratively. - Highly driven, adaptable, and comfortable working in a fast-paced, performance-oriented environment. - Interest in fintech innovation and how technology is reshaping financial markets. - Strong commercial awareness and entrepreneurial mindset. - Ability to translate complex financial products into clear client value propositions. - Proactive, solutions-oriented approach to client service.