Investment Sales & Client Relations Specialist (Mandarin-speaking)

UpMarket
Costa Mesa CA / Remote
30+ days ago
UpMarket
UpMarket
upmarket.cc

Job Description

Location: Must reside in Los Angeles or Orange County, CA

Who We’re Looking For:

Are you a high-energy sales professional with a passion for networking and closing deals? Do you have the drive to get out in the field, meet new people, attend events, and bring in new business? We’re looking for someone who can do just that. This role offers a base salary plus commission, with high earning potential for the right person. Here’s what we’re looking for:

Must-Haves:

  • Local to LA/OC – Must live in the LA or Orange County areas to best serve our target demographic.
  • People Person with High EQ – Skilled in building trust, adapting to new people, and creating long-lasting client relationships.
  • Mandarin Fluency – Fluent in Mandarin to engage effectively with our primary client base.
  • Self-motivated Closer – Must be ready to hustle, meet people, and close deals independently.
  • Professionalism and Punctuality – Represent the company with high standards.
  • Sales-Driven – This role is ideal for those who want to grow their earnings based on sales performance.
  • Financial Knowledge – Willing to study for FINRA exams and develop a strong understanding of financial markets (we sponsor exams for promising candidates).

Role Overview: In this hybrid position, you’ll focus on connecting primarily with accredited US-based Chinese investors in the Los Angeles and Orange County, CA region, educating them on alternative investment opportunities. We need someone who’s proactive, excited about sales, and works well independently and with a team. UpMarket is a fast-growing wealth-tech start-up looking for motivated and passionate team players to come help us build the best-in-class alternative investment platform for high-net-worth investors. Team members have the ability to contribute to the vision, influence the culture, and participate in the equity of the company as their roles grow.

Key Responsibilities:

  • : Actively seek out new client opportunities by attending local events, such as alumni gatherings, business functions, community events, and other networking venues where our target client base may be present. Develop and nurture client relationships that lead to long-term business.
  • : Gain a deep understanding of private markets to effectively educate and inform clients on alternative investment opportunities. Stay informed on industry trends and investment strategies to provide value and insights to clients, positioning yourself as a knowledgeable and trusted advisor.
  • : Meet or exceed sales targets through disciplined client engagement, proactive follow-ups, and consistent outreach efforts. Track progress toward goals and maintain a strong pipeline for continuous growth.
  • : Build or leverage an existing network of contacts within the Chinese investment community to create new sales opportunities. Cultivate strategic partnerships and generate referrals to expand your reach.
  • : Demonstrate empathy and adaptability in conversations with clients, helping them feel comfortable and understood. Build trust by actively listening and responding thoughtfully to clients' needs and concerns.
  • : While much of the role is independent, collaborate with team members to share insights and tactics, develop strategies, and enhance client engagement techniques that lead to higher conversion rates.

Compensation:Base salary plus commission – potential earnings between $49,400 and $248,000, based on performance.

Additional Details:

  • To learn more about UpMarket, visit: https://www.upmarket.co
  • Benefits: Medical, Dental, Vision, and a supportive, collaborative culture. H1-B sponsorship/OPT.
  • Work Type: Hybrid; requires attending local events and client meetings.
  • Schedule: Monday to Friday, with occasional weekend events.

How to Apply:

To apply, please email your resume to jobs@upmarket.co. No cover letter is required. Instead, in the body of your email, provide 3-6 bullet points or a short paragraph explaining:

  • Why you’re interested in joining UpMarket.
  • Why you’re a great fit for this role.
  • If applicable, briefly describe any relevant network or connections you have within our target markets.

We look forward to hearing from you!

Job Type: Full-time

Pay: $49,400.00 - $248,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Vision insurance

Ability to Relocate:

  • Costa Mesa, CA 92626: Relocate before starting work (Required)

Work Location: Hybrid remote in Costa Mesa, CA 92626

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