Description

Job Description:

• Proactively engage and expand relationships with RM teams from financial institutions (e.g., private banks, brokerages, wealth managers) to build a robust referral network.
• Drive the onboarding of HNWI clients from partner institutions onto BOCHK's EAM platform, ensuring consistent new business flow.
• Support partner RMs in client referral process, including document collection, KYC/AML preparation, account opening coordination, and system registration.
• Coordinate trade routing arrangements, ensuring trade instructions are issued by the partner RM and executed by designated dealers.
• Monitor AUM, trading activity, and performance of referred clients; provide regular business updates and insights.
• Support the preparation of incentive scheme briefings, revenue reconciliation, and sharing reports to ensure transparency and trust.
• Gather market intelligence, competitor insights, and partner feedback to inform business strategy.
• Contribute to EAM platform enhancements, process streamlining, and system upgrades to improve operational efficiency.

Requirements:

• Bachelor's degree or above in Finance, Economics, Business, or related discipline.
• Minimum 5 years of experience in client relationship, business development, or partnership management within banks, brokerages, or wealth firms; experience in EAM, referral models, or platform partnerships is highly preferred.
• Must hold HKSI Type 1 (Dealing in Securities) and Type 4 (Advising on Securities) licenses, with valid CPD completion.
• Excellent written and spoken Chinese and English for effective cross-institutional communication.
• Strong business development, negotiation, and relationship-building skills.
• Proficient in Microsoft Office; capable of extracting and analyzing AUM, trading volume, and other KPIs from banking systems.
• Familiarity with AI tools (e.g., Copilot, internal platforms) to support report drafting, meeting summaries, and business insights is an advantage.
• Highly responsible, detail-oriented, and resilient in a multi-tasking environment.
• Proactive and results-driven, with a strong focus on new business capture.

If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA), you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course. For details, please click here .