Every day, investment professionals around the world rely on EPFR for unique Fund Flows and Allocations data and insight, accessing global tracked mutual fund and ETF asset data from several thousand sources. EPFR helps financial professionals understand where money is moving, how fund managers are investing that money, and what impact those shifts are having on geographies, sectors, industries and securities.
We are an expanding global business, offering excellent opportunities for career-driven professionals looking to establish a successful career in a market-leading and ever-growing company. EPFR provides a portfolio of products and services helping customers in financial institutions, including investment banking, asset management, and wealth management.
Our EPFR portfolio provides unparalleled insight into market opportunity, competitive performance, customer segment behavioral patterns, and performance through our specialized research, intelligence, and insight. We proudly help financial institutions ‘cut through the noise’ to understand trends, forecast performance, develop products, enhance returns, and make informed decisions. There has never been a more exciting time to join EPFR.
Job Purpose:
EPFR is seeking a Sales Executive to join our sales team, based in Hong Kong. The successful candidate will have a positive and proactive approach, with some experience developing new and existing client relationships, preferably within the institutional financial services market. The candidate should also be comfortable in dealing with clients and prospects both over the phone and in person, enjoying collaborating with internal business stakeholders, and managing the end-to-end sales process from lead generation and qualification through to contract signature.
Work Location: Onsite at the office in Hong Kong
Principle Responsibilities:
- Manage and drive new business sales measured against predefined individual and team targets
- Adopt a consultative approach to finding, understanding, and articulating value propositions for individual prospects, working closely with internal stakeholders such as the Quant Research, Account Management, Product and Support teams, to ensure maximum value provided to sales prospects & customers
- Ensure a complete and accurately maintained CRM system (Salesforce) for all customer interactions on a daily basis
- Effectively manage and forecast pipeline activities as well as maintain all relevant client engagement materials
- Help grow and maintain relationships with both new and existing clients and in doing so assist in supporting EPFR’s overall growth strategy
- Organize and participate in conference
Qualifications:
Essential:
- Excellent communication skills with the ability to communicate complex value propositions and solutions to stakeholders at all levels, both internally and externally
- Experience in, and ability to navigate and effectively manage complex client relationships and sales processes encompassing numerous stakeholders at all levels of a financial institution
- Keen interest in, and solid understanding of, global financial markets
- Efficient and effective multi-tasker, with a proven ability to manage and prioritize multiple ongoing workstreams with different clients
- Ability to work in an entrepreneurial yet team-driven environment
- Excellent problem-solving skills
- Detail-oriented team player
- Strong interpersonal and written, aural, and oral communication skills
- Capacity to learn new complex technical market data sales value propositions and efficiently and, with the appropriate support, effectively articulate these to clients in roles such as data science, quantitative analysis, sales & trading, investment strategy, economic research amongst others
Desired:
- Significant experience in market data, business intelligence, software solution sales, or related experience selling into and maintaining relationships with major financial institutions, including tier 1 investment banks and large asset management / hedge fund firms
- Expert knowledge of the global financial services landscape and key players within
- Experience in utilising Salesforce effectively as a CRM
- High level of achievement in an academic background in finance, economics or another financial markets related discipline
- Strong ability to report effectively to management on both high-level and detailed territory and account plans, as well as pipeline and forecasting to keep the business abreast of developments within EPFR’s key client-base
- Experience in utilizing account planning tools effectively
Travel Required: Occasional travel is required
Why work for EPFR Inc?
- Competitive overall compensation package, including an excellent base salary based on individual experience
- Comprehensive suite of benefits
- Retirement/pension benefits with employer match
- Generous PTO and holiday policy
- Regional and international travel depending on role
- Work with a high quality of specialist products and services
- Regular social events and networking opportunities
- Work from home benefits
- Flexible schedule
We know that sometimes the 'perfect candidate' doesn't exist. And that people can be put off applying for a job if they don't fit all the requirements. If you are excited about working for EPFR and have most of the skills or experience we're looking for, please go ahead and apply. You could be just what we need! We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed.
EPFR, Inc. is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, citizenship, or other protected characteristics under local law.
