Assistant Vice President, Intermediary Relationship Manager
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Assistant Vice President, Intermediary Relationship Manager
About the Role
Greater Hong Kong, Hong Kong Area
The Company is seeking an Intermediary Relationship Manager to join their team. This role is pivotal in the growth of the company's intermediary business, with a focus on client engagement and revenue generation. The successful candidate will be responsible for building and maintaining relationships with a diverse range of intermediary clients, including brokers, financial advisers, banks, and asset managers. The role involves a significant amount of phone-based client engagement, as well as the execution of sales and marketing campaigns. The Intermediary Relationship Manager will work closely with the Head of Intermediary Greater China to deliver an integrated coverage plan and support the distribution of investment solutions. Applicants should be client-focused, proactive, and commercially minded, with a proven track record in client relationship management. The role requires a confident communicator who is adept at engaging clients through various channels. A disciplined approach to execution, follow-up, and record-keeping is essential. The ideal candidate will have approximately 3-5 years' of relevant experience in financial services, a Bachelor's degree in a related field, and the ability to obtain the necessary regulatory licenses. Proficiency in English and Chinese, with a preference for Cantonese and/or Mandarin, is also required. The role demands a high level of technical knowledge, including experience with investment products and CRM platforms, and a strong commitment to compliance and regulatory standards.
Functions:
- Sales/Revenue
About the Company
Expanding provider of investment management, research & trading services
Industry
Financial Services
Type
Public Company (STT)
Age
employees
10,001+
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