Senior Channel Manager

眾睿天下集團·B&P Service

HK work permit required
3 to 5 yrs exp
Bachelor
More than 8 hours/day, 5 days per week, Fixed,On-site
HK $35K-40K/Month
Job Highlights
熟悉跨境金融服務邏輯
持有證券從業資格證
具備高淨值客户資源
Job benefits
Bank holidays
Job Description

Duties include:

1. Expand into the Mainland financial institutions, securities, banks, family offices and other channel resources; at the same time, maintain core interest-related party relationships, including Mainland investors, Hong Kong regulatory agencies and industry partners.

2. Lead a professional team to achieve operational excellence and strategic goals, promote cross-cultural collaboration between Hong Kong and Mainland teams; at the same time, supervise project execution (including client meetings, due diligence, investment reports), and strictly abide by compliance standards.

4. Responsible for integrating public cross-border financial products information (such as bond issuance terms, fund basic information, etc.) of Hong Kong licensed financial institutions, sorting out information briefs based on objective dimensions, and providing compliance reference services to customers.

6. Track Hong Kong and Mainland China's cross-border financial policy dynamics and market trends, output non-decision-making analytical reports, and provide references for optimizing company channel cooperation and upgrading services; at the same time, monitor the global virtual asset trend and focus on co-operative opportunities in the Chinese and Hong Kong markets.

7. Optimize customer referral process and information consulting service standards, complete the predetermined number of referral customers, channel maintenance quality, etc. performance indicators; at the same time, drive Greater China business growth by strategic customer development and customized investment solutions, and expand high-value customer combinations.

Job Requirements

1. Bachelor's degree or above, majoring in economics, finance, marketing, etc., with a preference for those holding a bachelor's degree

2.3 years of experience in financial industry channel expansion, high net worth customer service and cross-border business, with priority given to those with a well-known financial institution work background.

4. Have rich high net worth individual and corporate customer resources, channel resources, and excellent customer development, communication and coordination and relationship maintenance skills.

6. Understand Hong Kong and Hong Kong's basic rules of the financial market, and endorse the company's compliance business philosophy with no record of financial industry violations.

View more
Sales Promotion
Client Retention
Client Communication
Cantonese
English
Mandarin
Jack Lam
Zhong Rui World Group·director
Active recently
Company Overview
Zong Rui Tian Ya is a company dedicated to providing professional global wealth management solution consulting, international investment consulting services, as well as overseas Immigration, study, medical treatment, real estate investment, etc. The company's vision is to gather domestic and foreign elites and international financial talents, absorb investment wisdom from all over the world, and provide accurate investment consulting solutions and strategies to high net worth individuals and families, family-owned enterprises, listed companies, etc., and become the first global wealth management and investment consulting company in Asia.
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