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Associate, Sales (Financial clients)

Hong Kong, Shanghai, Hong Kong

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Job Title

Associate, Sales (Financial clients)

Location

Hong Kong

Company Description

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world’s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across 11 offices .

Job Description

Position Overview

The role  is responsible for prospecting, lead qualification, building relationships with prospective clients and delivering on the sales process. The position will have new business quota responsibilities with a smaller territory/accounts.

Responsibilities: 
This role will include, but is not limited to: 

  • Demonstrate Third Bridge’s value proposition across the entire suite of primary research services 
  • Execute end to end sales cycle for smaller potential clients; from lead generation, managing trial accounts to the closing of new business deals 
  • Prospect potential clients who fit on-boarding criteria, develop relationships to better understand their broader research needs and explore cross-selling opportunities 
  • Successfully transition new accounts to account management team including onboarding handoff, introduction to key client stakeholders, etc. 
  • Assist the Regional Head of Sales with user acquisition and prospecting strategies

To be successful in this role you will need to have: 

  • Some experience or knowledge in selling directly or indirectly in a B2B company.
  • Experience with selling to investment firms across private equity, hedge funds, mutual funds and family offices preferred 
  • Customer-centric attitude, and excellent communication and interpersonal skills. 
  • Proven experience in communicating effectively and building relationships quickly over the phone 
  • Demonstrable ability to create leads effectively with excellent networking skills 
  • A self-starter, who can establish and organize daily sales activities with minimal supervision
  • Being a team player is important as you will be working with the broader teams at Third Bridge to manage trials successfully and also ramp up new onboarded clients in the first year

Qualifications

  • Bachelor’s Degree
  • Cold calling skills and the ability to prospect is necessary
  • 1-2 years proven new business sales experience 
  • Excellent interpersonal skills, negotiation skills with strong communication
  • Aptitude for problem solving and the ability to determine solutions for customers using a consultative sales approach
  • Self-motivated to reach sales goals
  • Fluency in both written and spoken English and Mandarin.

Additional Information

How will you be rewarded? 

  • Vacation15 days (which increases to 20 days after 2 years of service)
  • Learning: personal development allowance of HKD 8,250 per year, which can be used for any learning programs you feel would be beneficial for you
  • Health and wellbeing: private medical insurance, Modern Health to focus on mental health. Supplementary housing allowance
  • Future and family: pension scheme and vitality private medical insurance
  • Flexibility: work from anywhere for one month per year, 2 annual volunteer days2 personal days when life throws you a curveball and 'Summer Fridays'
  • Rewards: get points through our colleague-to-colleague recognition program to spend on hotels, gift cards, donations to charity and more
  • Social: weekly optional social gatherings, daily breakfast and snacks, social events

 

The successful candidate must, by the start of the employment, have permission to work in the country they are applying.

We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway and we will be happy to consider your application.