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Sales Account Executive (Investment Funds, SaaS Solutions)

Hong Kong Island Permanent HK$600,000 - HK$1,000,000 per year Work from Home or Hybrid View Job Description
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
  • Leading provider of secure SaaS and digital solutions
  • A good chance to work serving global financial institutions

About Our Client

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.

Job 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

The Successful Applicant

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

What's on 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.



Contact
Anthea Cheung
Quote job ref
JN-072026-7053747
Phone number
+852 2530 6121

Job summary

Function
Sales
Specialisation
Business Development
What is your area of specialisation?
Business Services
Location
Hong Kong Island
Job Type:
Permanent
Consultant name
Anthea Cheung
Consultant phone
+852 2530 6121
Job Reference
JN-072026-7053747
Work from Home
Work from Home or Hybrid

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.