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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 client relationship management, revenue growth, and market intelligence. Proficient in managing complex sales cycles and collaborating across teams to deliver tailored commercial solutions.
Highest-signal resume keywords
Business Development StrategiesSales Lifecycle ManagementClient Relationship ManagementFluent in Mandarin Chinese and EnglishFinancial Services Industry Knowledge
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 ForecastingPipeline ManagementNegotiation SkillsMarket AnalysisStrategic Account Expansion
Soft Skills
Strong Communication SkillsPresentation SkillsInfluencing SkillsCollaboration SkillsMentoring Skills
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 pipeline of opportunities within Salesforce
- Monitor pipeline health, provide accurate forecasting, and proactively 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 trusted relationships with clients, prospects, intermediaries, legal counsel, consultants, and other industry stakeholders
- Identify and drive cross-sell, upsell, and strategic account expansion opportunities while supporting long-term client growth and retention
- Represent Waystone at industry conferences, seminars, networking events, and client meetings to strengthen market presence, enhance brand awareness, and generate new business opportunities
- Maintain awareness of industry trends, regulatory developments, and competitive activity to support commercial strategy
- Contribute to regional business development strategy, target account planning, and market penetration initiatives
- Provide insights on client demand, market trends, and competitive positioning to support commercial campaigns, partnership opportunities, and go-to-market programmes
- Partner with relationship managers, service delivery teams, and senior stakeholders across the business to promote collaboration, improve commercial effectiveness, and support regional growth objectives
- Act as a role model within the Commercial Team by sharing market knowledge and supporting 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, with strong written and verbal communication skills
- Additional Asian language capabilities would be advantageous
- Proven ability to manage complex sales cycles, develop tailored commercial solutions, and lead negotiations with senior stakeholders
- Strong presentation, influencing, and communication skills
- Good understanding of the finance or asset management industry, including market trends, regulatory environment, and competitive landscape
- Demonstrated ability to establish, develop, and maintain trusted relationships with clients, prospects, professional intermediaries, and key industry stakeholders
- Ability to identify and cultivate strategic opportunities that contribute 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 to deliver client solutions and commercial outcomes
- Experience mentoring or supporting junior team members is advantageous
- Upholding high ethical standards in all interactions