Manager, Intermediary Management

A leading insurance company in Hong Kong is seeking a Manager in Intermediary Management. The ideal candidate will develop frameworks to meet regulatory standards, ensure compliance, and strengthen stakeholder relationships. They should have a university degree, at least 6 years of experience in intermediary management, and excellent communication skills in...

Conduct financial needs analysis and risk tolerance assessment for potential and existing clients Prepare wealth management proposals tailored towards clients' needs Provide wealth management and investment advice to clients Advise clients on selection of MPF schemes and underlying investment choices Engage in networking and marketing activities to expand...

A leading financial services provider in Hong Kong is seeking a Client Service Supervisor to manage their Sales Intermediary hotlines. The ideal candidate will ensure high standards of service quality and efficient management of client service activities. They should have at least 5 years of experience in Client Service, including 2-3 years in a supervisory...

A financial services firm in Hong Kong is seeking a highly motivated Business Development Manager to support financial intermediary sales efforts. The role involves developing sales strategies, managing client relationships, and collaborating with internal teams. Ideal candidates will have over 15 years of experience in asset management sales and be fluent...

"I can succeed as a Business Development Manager at Capital Group." We are looking for a highly motivated and dynamic Business Development Manager to join our Hong Kong-based Greater China team, supporting our financial intermediary (FIT) sales efforts with a primarily focus on the retail wealth segment. This role reports to the Head of Financial...

Assist the Sales Team to conduct business, tasks including preparation of presentation materials, completion of application forms, filing, etc. Communicate with business partners and financial institutions to follow up with business applications and service requests Qualifications Diploma holder or DSE graduate with related working experience. Candidate...

Responsibilities Achieve / exceed individual sales target in light of meeting the needs of customers. Provide first‑class customer service which meets the policies / rules / standards / requirements / guidelines prescribed by all concerned regulators as well as the Bank. Handle and review existing customers’ MPF schemes. Explore new business from new and...

Branch Checker (Assistant Branch Operations Manager, Banking) A rapidly growing China-based bank in Hong Kong is seeking a high-caliber Branch Checker (Assistant Branch Operation Manager). Job Responsibilities Supervise the counter services to ensure smooth and efficient day-to-day operations with emphasis on high quality customer services; Ensure the branch...

Provide comprehensive training to become a professional financial planner. Benefits Unlimited Income: Monthly allowance, High commission, Unique monthly bonus, Year-end bonus, Mortgage subsidy Fast-track Promotion Program to Management Level Free overseas travel Work-life balance opportunity We are looking for: Associate degree / higher diploma holder or...

Branch Banking Operations & Relationship Manager (Banking & Wealth Management) Company Description: A leading financial institution in Hong Kong offering comprehensive retail and corporate banking services, with strong expertise in wealth management, cross-border financial solutions, and customer-focused operations. Location: Shatin / Kwun Tong / Cheung Sha...