Business Development Specialist

Job Title: Business Development Specialist

Reporting to: Institutional Head of Business

Employment Type: Full-time

Location: Singapore or Hong Kong, China

About Us / Team Introduction

EasyView is a Hong Kong-headquartered fintech company founded in 2020, specializing in the private wealth management industry. We are committed to reshaping the Asian wealth management ecosystem through digital empowerment and data connectivity, acting as a super-connector for wealth management institutions.

EasyView delivers a wide range of comprehensive and advanced wealth technology solutions. Its core offerings include a premium CRM system tailored for External Asset Managers (EAMs) and Family Offices (FOs), and a holistic structured product solution, EasyConnect, covering RFQ, order blotter, and lifecycle management. With a strong track record of serving over 100 top-tier financial institutions—including private banks, securities firms, EAMs, and FOs—EasyView has established deep partnerships with UBS AssetLink and Julius Baer, among others. In 2023 and 2024, EasyView was recognized by Asian Private Banker as Tech House of the Year and honored with the Best IAM/MFO Solution award, reinforcing its leadership in the industry.

Key Responsibilities

· Achieve client acquisition targets by building a pipeline of prospective clients who are interested in the company's products and services, including attending networking events outside of office hours

· Achieve revenue targets set for digital product solutions available through the company's technology capabilities

· Good at understanding and summarizing client behavior, and providing effective feedback and suggestions for continuous product improvement

· Be familiar with the platform functions of the EasyView solutions offered to the market, including the structured product platform, CRM, and other standalone AI modules

· Promote and meet sales targets for our solutions (including web portal and APP) across institutions such as banking clients, securities firms, EAMs, and SFOs

· Manage and deepen existing client relationships with support from other departments and management, ensuring client needs are identified and satisfied, and maximizing client retention and repurchase rates

· Respond quickly and address client inquiries related to our web portal, APP, API, and other customization requests

· Handle client contract negotiations and KYC procedures in a professional manner

· Strictly adhere to internal policies and relevant regulations

· Perform ad-hoc duties and tasks as assigned by management

Qualifications

Essential Requirements:

· Bachelor's degree or above in Computer Science or a related field

· At least 3 years of working experience in either fintech or wealth management

· Strong interest in outbound sales, energized by meeting, talking to, and listening to new people

· Interest in social media and technology within the finance space

· Ability to code (programming skills) and proficiency in using AI tools

· Excited to work in a startup environment; client-centric, self-starter, business acumen, drive-to-success, attention to detail, and can-do attitude

· Commitment to a dynamic, entrepreneurial, and results-oriented culture

· Exceptional communication and interpersonal skills in English and Mandarin

· Good team player with the ability to work efficiently and independently

Preferred Qualifications:

· Having connections with one or more client segments: banking clients, securities firms, EAMs, or SFOs

We Offer

· Startup Spirit – Work in a truly innovative environment where new ideas are valued, risks are encouraged, and your contributions can be seen and felt

· Great Team Culture – A flat, transparent, and collaborative culture with a group of passionate and professional colleagues who support each other's growth

· Rapid Personal Growth – Be deeply involved in core projects serving top-tier financial institutions, and gain invaluable hands-on experience that can significantly accelerate your career path