Financial Services Business Development Analytics Platform Workstation Management Global Equity Asset Management

Department: HOT HK
Salary: 80K-90K HKD per month

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RECRUITER SUMMARY

HOT HK Sales, Financial Services Business Development Analytics Platform Workstation Management Global Equity Asset Management, 90K HKD per month

13/08/2026

Candidate Background

Nationality:
Hong Konger
Residence:
Hong Kong
Education:
Bachelor of Business and Management (Economics and Finance) XXXX
Languages:
English – Fluent Cantonese – Native Mandarin – Native
Experience:
6+ years of experience in the industry Current & Previous Employers and jobs include: Senior Manager – Business Development at XXXX Senior Manager – Business Development at XXXX Analyst – Asset Management at XXXX Intern – China Equities at XXXX Intern – Financial Technology at XXXX
Motives:
Is actively looking for a job right now because the competitive dynamic in his current field is very high. Open for Sales or Business Development roles, mainly Manager or Director level; could be from any industry.
Current Salary:
65K+ HKD per month x13 months
Expected Salary:
80K-90K HKD per month
Notice Period:
1 Month
Interview Availability:
Requires a day notice

Interview Assessment Notes

1. Could you introduce yourself and tell us about you? Your current / recent jobs and employers? Previous companies and jobs?
He is a Hong Kong permanent resident and can perform a lot of business development opportunity in Hong Kong and Mainland China since he speaks English, Cantonese, and Mandarin. Over the past seven years, his main role has been focused on APAC business development within the financial services industry. He is currently with XXXX as a Senior Business Development Manager where he leads the APAC strategy for their analytics and workstation platform; he is targeting asset managers, hedge funds, investment banks across Hong Kong, Singapore, Mainland China, and Taiwan. His core responsibility includes owning end-to-end enterprise sales cycle from initial discovery with C-level executives to contract negotiation to solutions management that integrate data analytics and workflow technology. On a day-to-day basis, he is involved with contact a lot of clients in his morning sessions, he performs it through emails, calling, while sharing their latest product developments, and so on; afternoon session is more on arranging physical meetings, doing demo sessions, and coffee checks with their clients.
Before this company, he spent about four years in XXXX, doing business development and asset management. He spearheaded the regional strategy for their global equity products, focusing on institutional clients and financial intermediaries across the Greater China. He also contributed to expanding XXXX distribution footprint by more than 50% and boosting repeat business from existing clients for more than 40%; his role back then involves co-creating tailored product roadmaps, allowing each client’s risk, return goals, and leverage his existing networks.

2. What skill(s) / experience would you self-describe as strongest or specialist in?
Strongest asset would be his personal network especially within the financial industry; he knows a lot of C-levels that can help him be introduced to a lot of other networks as well, including some conglomerates, listed companies, and so on. The network he has gathered over seven years from US large corporates has allowed him to know different people from different backgrounds. On top of that, he has built strong personal and sales skills that allows him to understand the clients’ demands, needs, and propose solutions to their clients. One of the biggest deal he has closed in current company was a single sales with about 1.5M HKD in terms of revenue.

3. Do you have the lists of key criteria’s according to the clients’ requirements?
He has about 7 years of experience in doing sales and business development, mostly within the financial services industry; he would be willing to go into the audio technology side and can use different tools available in the market to learn the product and the industry. In his past two roles, he has touched the management side of things as well including providing guidance to junior teammates on how to approach clients, how do to pitching, product demonstration, and so on; has managed about 5 people in total. He has used different CRM platforms including Microsoft Dynamics 365, HubSpot, and also Salesforce.

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