Institutional Business Development Specialist

1. New Client Acquisition
   

• Develop and execute plans to identify approach advise and onboard new institutional clients including investment funds asset management companies banks insurers and other institutional investors.
  
• Achieve annual targets for institutional brokerage market share growth and trading revenue/volume.
  
• Coordinate with Investment Banking and Proprietary Trading teams to introduce and distribute products.
  

1. Client Relationship Management
   

• Build develop and maintain long-term trusted relationships with institutional clients.
  
• Provide professional client service to ensure stable trading activity and increase client loyalty/retention.
  

1. Investment Advisory & Market Information
   

• Work closely with Research and relevant teams to provide market updates research reports and investment recommendations.
  
• Introduce potential opportunities and new products tailored to each clients needs.
  

1. Client Events & Networking
   

• Participate in client engagement events conferences and seminars; meet investors and corporates to build relationships present products and strengthen Pinetrees brand image.
  
• Ensure clients receive timely and sufficient updates on the company and its offerings.
  

1. Multi-Product Revenue Growth
   

• Cross-sell and advise on other Pinetree products/services (e.g. derivatives wealth/asset management corporate advisory) to maximize client value and grow overall company revenue.
  

EXPECTED OUTCOMES

• Deliver growth in new account openings market share and trading revenue/volume in line with assigned targets.
  
• Provide professional client service to sustain expand and grow the institutional client segment.
  

Requirements

1. Education
   

• Bachelors degree in Economics Finance Securities Accounting Auditing Banking or related fields.
  
• Possession of a securities practicing license/certification.
  

1. Knowledge / Expertise
   

• Strong understanding of financial and securities markets.
  
• Solid knowledge of institutional investor behavior.
  

1. Experience
   

• 510 years of experience in Institutional Client Development/Sales Asset Management Fund Management or Investment Banking at banks securities firms or fund management companies.
  

1. Skills
   

• Ability to perform under pressure and meet sales/revenue targets.
  
• Excellent communication negotiation and relationship management skills with a client-first mindset.
  
• Strong English proficiency in communication presentations and report writing.
  
• Professional attitude and work style.
  
• Strict compliance with internal policies and applicable laws/regulations.
  
• Strong commitment to confidentiality and client data protection.
  
• Ability to collaborate effectively across functions/departments to achieve shared goals.
  

Benefits

• 13th-month salary and performance bonus (subject to actual business results).
  
• Competitive salary package.
  
• Training opportunities at the parent company.
  
• Health insurance for employees.