Intermediary Relationship Manager

Job ResponsibilitiesDevelop and implement a comprehensive sales and distribution strategy for wholesale clients, primarily in Hong Kong and China, with potential expansion across APAC. Analyze and segment client profiles to prioritize engagement and drive sales initiatives effectively. Collaborate with management to ensure successful execution of sales...

Job DescriptionThe Partnerships & Indirect Sales team is a crucial contributor to the growth and success of our new indirect sales business unit in Hong Kong. The Partnerships team is responsible for building great relationships with financial intermediaries and strategic partners.You will develop a network of intermediaries from scratch through market...

ResponsibilitiesEstablish strong relationship with distributors and identify new business opportunities to achieve the sales target Implement sales strategy for Intermediary Distribution Business Grow and maintain existing clients and assets Manage all aspects of client enquiries and provide quality account service Coordinate client events and fund launch...

Main responsibilities:Relationship building with family office professionals, ultra-high net worth individuals, and intermediaries Act as the primary point of contact for all managed clients ...

Responsibilities : Provide full range of wealth management services to a designated portfolio of high-net-worth customer, for example, promote investment and insurance products to fulfill customers' needs Expand the existing client base by exploring potential customers in the market Requirements: Degree holder or above, with minimum 5 years' experience in...

Job DescriptionWe are seeking a highly motivated and experienced Corporate Banking Relationship Manager to join our team. The ideal candidate will have a strong background in corporate banking and the ability to develop business opportunities with potential and existing corporate clients.Develop business strategies to meet performance targets and provide...

A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.  We seek to attract high-calibre talent by offering a dynamic working environment, good career...

Job OverviewConnexe Search is assisting a top-tier asset management company in their search for an experienced Intermediary Sales professional. The ideal candidate will possess a strong background in fund distribution and be able to build and maintain relationships with selected intermediaries.

Job description A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment,...

Job DescriptionThe ideal candidate will champion the one-stop personal banking services at branches and explore long-term banking relationships with customers. You will identify existing and prospective customers' needs of financial services, including both products & services, and map relevant and suitable financial products & services to meet their...

About Our TeamWe are Ebury, a leading global fintech company that empowers businesses to trade and grow internationally. We offer a comprehensive suite of products, including international payments and collections, FX risk management, trade finance, and API integrations.Our mission is to make cross-border trade easy and accessible for everyone. We are...

Job DescriptionWe are seeking a highly motivated Life Insurance Brokerage Channel Manager to join our team at China Life Insurance (Overseas) Company Limited. As a key member of our business development team, you will be responsible for developing and implementing marketing strategies to drive broker engagement and business growth in the brokerage...

At OSL, we are seeking a highly motivated and experienced professional to join our team as an Institutional Sales Executive.Key ResponsibilitiesIdentify and cultivate prospects, leading to customer acquisition, retention, and revenues aligned with our business plan.Manage all aspects of customer acquisition, including pipeline management, scoping, pitching,...

Job OverviewChina Securities (International) Finance Holding Company Limited is seeking a Relationship Manager to join our team. In this role, you will be responsible for managing relationships with existing clients and identifying new business opportunities.Key Responsibilities:Client Relationship Building: Develop and maintain strong relationships with...

Job Responsibilities To achieve mortgage sales targets by establishing good relationships with business partners such as property agencies. Minimum Requirements Degree holder or above or equivalent qualification at HKQF level 5, with a minimum of 3 years' experience in generating mortgage lending business in the banking industry. Passes in MPF, Insurance,...

Main Responsibilities:The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients' portfolios Acquire High Net-Worth Clients & manage existing relationships. Provide appropriate investment advise...

We are Sompo, a general insurance company dedicated to shaping a future of health, wellbeing and financial protection. Our mission is to provide innovative solutions that meet the evolving needs of our customers.As a dynamic and results-driven Marketing Officer, you will play a key role in maintaining and developing intermediary channels with focus on local...

We are looking for a highly motivated Business Development Executive to join our commercial team in Hong Kong.The role will involve developing new business relationships with intermediaries, brokers, and customers, and seeking ways to drive profitable growth.Key responsibilities include managing distribution channels, appointing client segments, and...

Job Responsibilities Develop and maintain customer relationships with corporate clients, preferably with companies listed on the HK and Shanghai Stock Exchanges. Explore new business opportunities and actively participate in the marketing and selling of the bank's corporate financial services in the areas of corporate lending, structured transactions,...

Overview This established commercial bank has an additional headcount to hire a Relationship Manager, Commercial Banking for the Wholesale Banking department to drive the growth of the portfolio through new to bank commercial banking relationships. Role ResponsibilitiesDevelop business with new-to-bank commercial banking business; Prepare credit memos,...