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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business development strategies within the financial services industry, focusing on revenue growth, client relationship management, and strategic account expansion. Proficient in managing complex sales cycles and collaborating across teams to deliver tailored commercial solutions.
Highest-signal resume keywords
Business Development StrategiesSalesforce Pipeline ManagementFluent in Mandarin Chinese and EnglishFinancial Services Industry ExpertiseClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Strategy DevelopmentRevenue GrowthComplex Sales Cycle ManagementProposal DevelopmentNegotiation Skills
Soft Skills
Strong Communication SkillsPresentation SkillsInfluencing SkillsCollaborative TeamworkMentoring Abilities
Tools & Technologies
Salesforce
Industry Keywords
Financial ServicesAsset ManagementInvestment FundsMarket TrendsRegulatory Environment
About the role
Key responsibilities & impact- Develop and execute business development strategies to drive new revenue opportunities across target markets and client segments
- Leverage industry networks, strategic partnerships, referrals, and market intelligence to originate and qualify opportunities across Waystone’s full suite of services
- Build, maintain, and manage a robust opportunity pipeline in Salesforce
- Monitor pipeline health, provide accurate forecasting, and prioritize opportunities to achieve commercial objectives and revenue targets
- Lead opportunities through the full sales lifecycle, from origination and qualification through proposal, negotiation, conversion, and onboarding
- Collaborate with business units and subject matter experts to develop client solutions and deliver successful commercial outcomes
- Establish and maintain relationships with clients, prospects, intermediaries, legal counsel, consultants, and other industry stakeholders
- Identify and drive cross-sell, upsell, and strategic account expansion opportunities
- Represent Waystone at industry conferences, seminars, networking events, and client meetings
- Maintain awareness of industry trends, regulatory developments, and competitive activity
- Contribute to regional business development strategy, target account planning, market penetration initiatives, commercial campaigns, partnership opportunities, and go-to-market programmes
- Partner with relationship managers, service delivery teams, and senior stakeholders to promote collaboration and regional growth
- Share market knowledge and support the development of junior colleagues where appropriate
Requirements
What you’ll need- 7–10 years’ experience in sales within the financial services industry, asset management, investment funds, or related industries
- Demonstrated track record of originating new business opportunities, developing strategic client relationships, and delivering revenue growth
- Fluent in Mandarin Chinese and English
- Strong written and verbal communication skills
- Proven ability to manage complex sales cycles, develop tailored commercial solutions, and lead negotiations with senior stakeholders
- Strong presentation and influencing skills
- Ability to engage confidently with clients, intermediaries, and industry partners
- Good understanding of the finance or asset management industry, including market trends, regulatory environment, and competitive landscape
- Ability to establish, develop, and maintain trusted relationships with clients, prospects, professional intermediaries, and key industry stakeholders
- Ability to identify and cultivate strategic opportunities contributing to long-term account growth and client retention
- Ability to identify emerging market opportunities, assess competitive dynamics, and contribute to regional business development strategies and go-to-market initiatives
- Strong ability to work collaboratively across business units, geographies, and functional teams
- High ethical standards in all interactions
- Additional Asian language capabilities advantageous
- Experience mentoring or supporting junior team members advantageous
Benefits
Comp & perks- Hybrid work arrangement
- Reasonable accommodations for individuals with disabilities