Business Development Representative - Insurance & Asset Management

Location: On-site in the Hong Kong office, Monday to Thursday. The role focuses primarily on the Hong Kong market within the APAC territory. An annual three-week work-from-anywhere arrangement is also offered.

Company

Provides a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting.

What you will do

• Research prospects and identify compelling events to understand customer needs and personalize sales communications.
• Source, prepare for, and participate in business meetings with prospective clients.
• Promote investment reporting products and services while addressing or anticipating client objectives.
• Build qualified pipeline across the APAC Asset Management and Insurance verticals, primarily in Hong Kong.
• Create and maintain accurate client information in the CRM database.
• Collaborate with and learn from closers while supporting deals through the sales funnel.

Requirements

• At least 1 year of successful experience in a Business Development or Inside Sales role.
• Mandarin or Cantonese is required for the aligned territory.
• Strong relationship-building, curiosity, competitiveness, motivation, passion, drive, and work ethic.
• Ability to work as part of a team while making independent decisions.
• Strong computer skills, including proficiency in Microsoft Office.
• Excellent attention to detail, documentation, verbal and written communication, organization, and interpersonal skills.
• Exceptional problem-solving abilities.

Nice to have

• Bachelor's degree in business administration, finance, accounting, or another related area.
• A demonstrated track record of success.

Culture & Benefits

• Flexible working environment with a business-casual atmosphere and a team-focused culture promoting innovation and ownership.
• Access to investment reporting technology, expertise, learning tools, continual learning, and professional development.
• Private medical and dental insurance, a Healthcare Plan, discounted gym membership, and other discounts.
• Industry-competitive pension contributions.
• Holiday allowance increasing with tenure plus two days of annual Volunteer Time Off.
• Defined and undefined career pathways supporting individual growth, plus three weeks of work from anywhere in the world annually.