Business Development Leader

7 days ago


Hong Kong Island, Hong Kong SAR China Chubb Full time
Distribution Director

This role acts as a licensed Responsible Officer and supervises Type 1 and 4 activities for a wealth management platform in Hong Kong. The individual will engage in business development of various investment products by providing regular market updates through coaching workshops and trainings, and assisting SFC licensed representatives in meeting investment customers when necessary.

The role requires a highly motivated self-starter able to proactively assume responsibility and add value in designing and managing the distribution process. The ideal candidate should currently hold or be eligible to hold a RO type 1 and type 4 license.

Key Responsibilities:

  • Oversee and manage a team of LRs in terms of dealing and advisory processes to ensure all processes are in line with regulatory requirements.
  • Review and maintain sales procedures and manuals to guarantee compliance.
  • Participate in the development of new products and business initiatives to ensure they meet all regulatory requirements.

Required Qualifications:

  • Bachelor's / Master's Degree in a relevant field.
  • Minimum of 10 years of relevant experience in banking, insurance, and/or financial services with at least 2 years of supervisory experience.


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