Managing relationships with private banks in Hong Kong and overseeing cross-border distribution activities in Mainland China.
Build and deepen relationships with private banking partners, including acting as the lead Client Relationship Manager.
Proactively identify and cultivate new business opportunities, promote investment products and solutions, and share relevant market insights with distribution partners.
Collaborate closely with internal stakeholders-including investment, marketing, and product development teams-to support business growth and align on regional and global sales strategies.
Requirements:
Bachelor's degree in Finance or a related field.
Extensive experience in the financial services industry, with a strong background in wholesale distribution.
Demonstrated ability to manage client relationships independently with a high sense of ownership and a strong service orientation.
Solid understanding of investment products, distribution channels, and operational processes.
Strong interpersonal skills with the ability to build relationships across multiple levels; willingness to travel to Mainland China for business development.
Excellent communication skills, both written and spoken, in English, Cantonese, and Mandarin.
Now Hiring: Wholesales Distribution - Asset Management (PB & China market) in Hong Kong (JN -062025-1984194)-Morgan McKinley