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Sales & Marketing


This sector contains all our sales and marketing jobs in financial services firms. Salespeople advise clients on investment opportunities; such clients include high net worth individuals, pension funds, hedge funds or other institutional investors. These investment opportunities can entail when to buy and when to sell securities. Financial salespeople usually focus on particular products such as government bonds, equities or derivatives. Key characteristics for a financial salesperson include being charming, persuasive and good at selling. Larger investment firms employ research-sales professionals who sell their employer's research expertise. There's also a hybrid sales-trader who recommends products to clients and then executes the trades resulting from their recommendations.

A financial marketer's role is to develop new opportunities to sell these products, as well as preparing marketing materials and business pitches to position the firm as it would like to be seen. Marketing and public relations are related however are distinct functions. Marketers concern themselves with managing a firm's reputation by deciding how its brand name, products and services are portrayed in advertising and promotional campaigns. On the other hand, public relations people focus on how a bank is represented in the media and, in the case of public companies, to investors.

For several hours before and after the financial markets open as well as throughout the day salespeople are communicating with their clients. They start their day reviewing financial publications along with reports from their research staff. During morning conference calls conducted by their research departments, salespeople learn of upgrades or downgrades to securities already covered, or of new issues being added to the coverage list. All this material becomes fodder for the day's sales calls.

People looking for a financial sales job should possess some key characteristics including be outgoing and self-confident, have the ability to grow and maintain client relationships, have excellent communication skills and the ability to understand complex financial products. Alongside this they should also be passionate about financial markets, function well under pressure, be comfortable with numbers; and be able to think on their feet and react quickly to changing market conditions

Marketing staff work alongside product-specific marketing people to not only promote the firms as a whole but to also promote their specific products. A financial marketing career can include sponsoring events, producing brochures and other collateral, developing corporate logos, determining the pricing and positioning of products and services, and researching markets for potential new products.

To be a successful financial marketer professional you should have strong written and oral communication skills, networking and relationship management capabilities, understanding of and ability to communicate complex financial issues with authority and understanding, and have specific knowledge of markets and market segments.

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Showing 1-20 of 20 jobs
VP, Remote Banking Standard Chartered Bank NA China-Shanghai 24 May 12

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Technical Account Manager SunGard not disclosed China-Shanghai 23 May 12

See job description below

Global Banking Trade Sales Manager Michael Page International Attractive Package China-Shanghai 23 May 12

A new position has been created for an experienced Trade Sales, who wishes to play a key role in a great team.

Head of Sales and Distribution Consumer Banking Group China Global Associates Competitive China-Shanghai 23 May 12

One of our major clients, a locally incorporated foreign bank, is looking for high calibre candidate to take u...

MNC RM VP Michael Page International Attractive Package China-Shanghai 22 May 12

This is a great opportunity which can contribute to a good career development and excellent platform for learn...

Senior Relationship Manager Michael Page International Attractive Package China-Shanghai 22 May 12

stable working enviroment and attactive package

Director - RM, Beijing Michael Page International Attractive Package China-Beijing 22 May 12

Compensation will be attractive and commensurate with experience.

Board Secretary Michael Page International Attractive Salary China-Beijing 22 May 12

Competitive salary package with a great platform.

Treasury Sales Position – EFNC/CN75929/CT Hudson - China Competitive China-Shanghai 21 May 12

The location of this position: Shanghai, Beijing, Shenzhen, Chongqing.

QFII Sales For European FI Matthew Hoyle Financial Markets Very competitive China-Shanghai 21 May 12

My client is a leading securities house in China. They are currently looking two Senior QFII Sales 1) who ...

QFII Sales ( VP / SVP ), Beijing – EFNC/MSON Hudson - China Competitive China-Beijing 21 May 12

A top tier China Securities house is looking for QFII sales based in Beijing; The firm is looking to add someo...

Business Development Austen Morris Associates Salary plus performance related bonus China-Shanghai 20 May 12

Austen Morris Associates is recruiting Business Development Coordinators to work in financial planning and wea...

Marketing Manager - China Not Disclosed Attractive Remuneration Package China-Shanghai 18 May 12

Reports to Head of Marketing, APAC, a creative and independant Marketing Manager who oversee the whole marketi...

Client Services Manager, China eFinancialCareers Excellent compensation package China-Shanghai 18 May 12

Work with the Head of Client Services, APAC to develop best practices and processes for the Client Services te...

Senior Analyst - Branding and Marketing Specialist (PRC based) BBVA Very competitive China-Beijing 17 May 12

Responsible for working with our strategic partner in China to create and rollout a branding and marketing cam...

Equity Derivatives Structurer( 1-3 Years)- Hong Kong/ £ Competitive eka Finance £Competitive China-Beijing 16 May 12

Leading Investment Bank are looking to hire an Equity Derivatives Structurer to be based in their Hong Kong Of...

Senior Relationship Manager, Large Local Corp (LLC) Deutsche Bank Attractive, negotiable China-Beijing 14 May 12

Senior Relationship Manager, Director - Acting as a Senior Relationship Manager and first point of contact to ...

Vice President, Global Treasury Sales - Cash Sales Bank of America Merrill Lynch China open China-Shanghai 04 May 12

Bank of America Merrill Lynch Global Treasury Sales Team -- cash management sales professionals needed for Sha...

Director / VP, MNC Corporate Banker Bank of America Merrill Lynch China open China-Shanghai 04 May 12

ISB Banker that covers MNC clients in China. Expected profiles are ones with strong track record of sales perf...

Key Account Executive - China eFinancialCareers Competitive China-Shanghai 20 Apr 12

eFinancialCareers, a Dice Holdings Inc. company and leading global career site network for professionals worki...

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