Sales Account Executive (Investment Funds, SaaS Solutions)

The Account Executive (Investment Funds) will focus on driving sales and fostering relationships within the investment funds sector. The role focuses on full-cycle enterprise sales, engaging senior stakeholders and C-level executives to identify opportunities, deliver strategic solutions, and achieve revenue targets

Client Details

Our client is a global financial technology provider specializing in secure digital solutions for M&A transactions, fundraising, investor communications, and alternative investment management. With a strong presence across international financial markets, the company partners with leading private equity firms, asset managers, investment banks, and corporate institutions to support complex, high-value transactions.

Description

As an Account Executive (Investment Funds), your main responsibilities will include:

• Drive new business acquisition and manage existing accounts within the Alternative Investments sector, including Private Equity, Venture Capital, Private Credit, Real Estate Funds, and Hedge Funds.
• Develop and maintain strong relationships with key decision-makers, including Investor Relations, Fundraising, Finance, Investment, Technology, and C-suite stakeholders.
• Manage the full sales cycle from prospecting and lead generation through to negotiation, closing, and account expansion.
• Deliver consultative sales presentations and product demonstrations, aligning solutions with client business objectives and operational needs.
• Identify cross-selling and upselling opportunities within existing client portfolios to maximize revenue growth.
• Work closely with internal teams including Marketing, Product, and Client Success to ensure a seamless customer experience.
• Maintain an accurate sales pipeline, forecast business performance, and achieve or exceed assigned revenue targets.
• Monitor market trends, competitor activities, and industry developments to identify new business opportunities across Greater China.
• Represent the organization at industry conferences, networking events, and client meetings to strengthen market presence and brand awareness

Profile

A successful Account Executive (Investment Funds) should have

• Familiarity with technology solutions and their applications in the investment sector.Bachelor's degree or above in Business, Finance, Economics, Technology, or a related discipline.
• Proven track record in B2B sales, business development, or account management within SaaS, FinTech, enterprise software, financial services, or capital markets solutions.
• Experience selling to Alternative Investment clients, including Private Equity, Venture Capital, Hedge Funds, Asset Managers, or Investment Banks, is highly preferred.
• Strong ability to build and maintain relationships with senior stakeholders and decision-makers, including C-suite executives.
• Demonstrated success in managing complex sales cycles and consistently achieving or exceeding revenue targets.
• Excellent communication, presentation, negotiation, and stakeholder management skills.
• Entrepreneurial, results-driven, and capable of working independently in a fast-paced and target-oriented environment.
• Fluent in English and Chinese (Cantonese and/or Mandarin) with strong business communication skills.
• Existing network within the financial services, investment management, or alternative investments community would be an advantage.
• Willingness to travel as required across Hong Kong and Greater China to support client engagement and business growth

Job Offer

• Competitive annual salary ranging from HKD 600,000 to HKD 1,000,000.
• Permanent role with stability and growth opportunities.
• Opportunity to work in a leading organization within FSI
• Exposure to an international client base and cutting-edge technology solutions.

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Anthea Cheung +85225306121.