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