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Sales Specialist, Wealth Data Solutions

CHN-Shanghai-Azia Centre 30/F, CN💼 Full-time🗓 2026-08-04 → 2026-09-25

Core

Lead and structure sales of Wealth Data Solutions software and data products for Retail Investors, Advisors, Traditional/Online Brokers, and Wealth Management firms in the China market.

Role type

Senior quota-bearing sales specialist (hunter/pre-sales)

Builds

Gross sales revenue for Wealth Data business

Domain

Financial markets infrastructure and data

Deliverable

client delivery

Required skills

deep understanding of financial markets, knowledge of Retail Self-Directed Investment & Wealth Advisory markets, understanding of customers' business model workflow, strong sales closing ability, sales strategy development, relationship building, customer demonstrations

Preferred skills

product knowledge

Technologies

data science related product offerings

Responsibilities

Cover the China market for allocated solutions, creatively structure and close deals, proactively seek new opportunities, develop sales strategy within assigned territory, build long-term relationships with industry professionals, deliver customer demonstrations

Seniority

Manager, hands-on IC

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