89 Banking Sales jobs in Hong Kong

Join to apply for the General Banking Officer (Sales) (HK) role at Hang Seng Bank

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Join to apply for the General Banking Officer (Sales) (HK) role at Hang Seng Bank

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A Career with Hang Seng Bank
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Job Description
A Career with Hang Seng Bank
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
Retail Distribution
Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With more than 255 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.
Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management
We are currently seeking a high-calibre professional to join our team as General Banking Manager , to undergo a structured training in order to develop a wide-spectrum of retail banking product knowledge and pave way for further career development as Relationship Manager.
Our Employees Are The Most Valuable Resources In The Bank. We Are Committed To Providing You With The Optimal Workplace Experience. Here Is a Taste Of What We Have On Offer

• Attractive basic salary
• Healthcare insurance coverage including yourself and your family
• Retirement benefit scheme with employer’s contribution
• Employee Share Purchase Plan
• Work-life balance: 18-24 days paid annual leave plus other categories of leave entitlements e.g. birthday, marriage, maternity and paternity, study, volunteer work
• Preferential interest rate for staff housing loan of up to 100% of property valuation or purchase price
• Recognizable corporate training and development program
• Progressive career advancement opportunities
  

Principal Responsibilities

• Provide quality customer service to our retail customers in branch network
• Proactively identify customer needs and offer appropriate banking services and solutions
• Participate in promotional campaigns to acquire new business and strengthen customer loyalty
• Maintain awareness of operational risks and adhere to relevant policies and guidelines
  

Requirements

• University degree / Associate degree holders; or HKCEE / HKDSE holders with at least one year of working experience, preferably in financial institution
• Candidates with at least one year of solid direct sales experience from any industry will also be considered
• Fresh graduates are welcome for entry-level
• Relevant professional qualification in insurance and investment is an advantage
• Strong service and sales orientation, self-motivated with good communication skills
• Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Ability to manage complex interactions effectively
• Shown strong situation awareness, strong desire to learn and able to work in Agile environment
  

Work location will be subject to change and to be decided by Line Management upon joining
If you would like to explore other opportunities at Hang Seng Hong Kong, please visit for details. Seniority level

• Seniority level Entry level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Banking

Referrals increase your chances of interviewing at Hang Seng Bank by 2x

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Manulife is a leading international financial services provider, helping people make decisions easier and lives better. Help shape the future you want to see - and discover that better can take you anywhere you want to go.
**Position Responsibilities:**
- Involve in product planning and regular product assessments. A key driver to materialize product ideas into compelling investment products.
- To be an advocate of revenue maximizer throughout the product generation process.
- Perform administration for key accounts including the following: new account setup, client recordkeeping, client reporting, client billing, terminations and account maintenance.
- Ensure efficient workflow between the various business functions to ensure accurate recording of client data through all stages of processing.
- To handle investment communication for members and employers.
- Work with vendors including external managers/administrators/custodians to support and strengthen managed accounts operations.
- Coordinate larger projects and implementations within the group.
- Play a key role in contributing to the growth and development of our relationships
- Act as an advocate for the clients by participating in departmental and divisional projects which impact clients
- Act as a liaison between clients and Marketing to create and deliver marketing tools to support our programs. creation and implementation of value add programs to support clients
- Participates in team initiatives
**Required Qualifications:**
- University Degree
- 5+ years' experience working in client manager roles
- Thorough understanding of business models, distribution channels, products and systems
- Proven project management skills with the ability to organize, prioritize and ensure deadlines are met
- Strong analytical skills with the ability to define and solve problems quickly
- Very strong relationship building skills with excellent presentation, verbal and written communication skills
- Excellent team player yet able to work independently and make effective decisions
- Ability to assess issues and react quickly in a fast-paced, growing environment
**_When you join our team:_**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido

Consulting Associate (Relationship Management Trainee Program)

Join to apply for the Consulting Associate (Relationship Management Trainee Program) role at GUM | Your MPF & EB Expert | Hong Kong

Consulting Associate (Relationship Management Trainee Program)

6 days ago Be among the first 25 applicants

Join to apply for the Consulting Associate (Relationship Management Trainee Program) role at GUM | Your MPF & EB Expert | Hong Kong

Pioneers

GUM, previously known as Gain Miles, has re-startup our brands as a prestigious boutique consulting firm in the Health and Wealth Industry in 2022. GUM, as a MPF expert, pioneered in providing MPF solutions and financial consulting services for over 42 years of market experience and is dedicated to giving you more inspiration, wealth and happiness.

WE GIVE U MORE.

GUM, previously known as Gain Miles, has re-startup our brands as a prestigious boutique consulting firm in the Health and Wealth Industry in 2022. GUM, as a MPF expert, pioneered in providing MPF solutions and financial consulting services for over 42 years of market experience and is dedicated to giving you more inspiration, wealth and happiness.

Fast-Learning

GUM is devoted to creating a fast-learning environment for our staff in which we encourage learning through practice by innovating methods to resolve our clients’ MPF inquiries. We embrace a dynamic and open work environment with a simple organizational structure and proper delegation that facilitates constructive feedbacks and guidance.

Team work

We truly believe that a mutually supportive and high tolerance for failures atmosphere is conducive to employee autonomy and team performance, where new ideas will be tested by trial and error and staff will be equipped with the necessary skills for uncertainty.

People are our greatest assets, our adamant belief is to immerse people-oriented elements into our culture by proactively encouraging the exchange of knowledge and ideas, inheriting experience from our veteran experts and promoting self-initiated learning.

We understand career progression is vital to our people, GUM provides ample opportunities and sufficient career mobility to shape job capabilities and cultivate work-specific skills. We are looking for motivated and resilient people to join our GUM Family. Embark on our journey to fulfil your career aspiration and gain full support to unleash your potential for excellence!

Program Summary

• The Relationship Management Trainee Programis an 18 - 24 months accelerated program which enables professionals within three years of experience to embark on their professional consulting careers
• Candidates will join the program as a Consulting Associate and be promoted toAssistant Manager level upon program graduation
• Consulting Associate will experience three stages lasting 3 - 6 months or longer, with corresponding key performance indicators and be subject to salary increment in each promotion
• We are looking for someone who is energetic and enthusiastic, willing to take challenges with an entrepreneur mindset, and also a good team player to join our team!
  
  

About This Role

• Foster long-term customer relationship and conduct proactive communication with corporate clients.
• Demonstrate eagerness for self-improvement and accumulate experience through peer-learning.
• Service client portfolios from diversified industries and strategic plans over corporate and individual customers on their retirement planning and employee benefits arrangement
• Understand customer needs and provide tailor-made solution as a consultant, explore new business opportunities, and retain good relationships with our clients
• Possess strong analytical and business development with sound knowledge on pension and financial products
• Working with senior managerial, conduct client meetings, webinars, and conferences to provide our clients with mass financial education
  
  

What You Can Expect From GUM

Guide your direction – You will be immersed in our culture of learning and knowledge exchange among teams. We will have detailed guideline and specified deliverables of each stage development.

Unleash your potential – Your placement on Corporate Sales and Employee Service team will equip you with B2B and B2C experience, accumulated through technical knowledge immersion and progress achievement .

Mentoring your mindset – In parallel to your career progression, you will be assigned to a team which is responsive to your enquiries and supportive of your career development.

About You

• Preferred 1-3 years working experiences, fresh graduates are also welcome!
• Degree holder in all discipline
• Good interpersonal skills, detail-minded, self-motivated, dedicated, enthusiastic, energetic and reliable; and most importantly, willing to learn and take challenges! – we need someone to join us to be a game changer of the industry!
• Excellent presentation and communication skills in both Chinese and English
• Strong computer skills including MS Word, Excel and PowerPoint …etc.
  
  

We Offer

• 1:1 coaching and regularly performance review with salary adjustment
• Diversified exposures over institutional, corporate and individual clients
• Uncapped learning opportunities and extensive trainings from technical product knowledge to soft skills training
• Fun and open working culture without hierarchy – #WorkHardPlayHard philosophy and focus on Team Work
• Flexible working policy
• Comprehensive fringe benefits including 16-24 Annual Leaves, Extensive Medical and Dental coverage, Training and Licensing Examination support
• Family Friendly policy, including Birthday Leave, Examination Leave, Family Care Leave and dependents…etc.
  
  

Join GUMbees and make a difference!

Join the GUMbees today!

Ready to fly high in your career? Interested candidate please submit your full resume with availability, current and expected salary by clicking "Apply Now".

All personal data provided will be treated with strictly confidential and will be used for the recruitment process only. Unsuccessful applications will be properly discarded within 3 months.

Seniority level

• Seniority level Internship

Employment type

• Employment type Other

Job function

• Job function Finance and Consulting
• Industries Insurance

Referrals increase your chances of interviewing at GUM | Your MPF & EB Expert | Hong Kong by 2x

Sign in to set job alerts for “Business Development Associate” roles. Business Development Manager | FMCG | Snacks ($45-50k + bonus)

Hong Kong, Hong Kong SAR HK$5,000.00-HK 50,000.00 22 minutes ago

Business Development Manager, SMB (New Business) Business Development Executive/Specialist Business Development Manager, Business Department, Emerging Business (TRAVEL RETAIL) Assistant Business Development Manager Senior Manager, Business Development HK & Macau Business Associate (Business Development & Client Success) Business Development Manager / Senior Business Development Executive Business Development Manager (eCommerce) Wealth Management - Business Development Specialist Business Development Manager - Spirits, Off Trade Business Development Supervisor / Assistant Business Development Manager Business Operations Assistant (Welcome Fresh Graduate, Contract Role)

New Territories, Hong Kong SAR 4 weeks ago

Business Development Representative, GCR-HKT Associate, Business Development (Operations) Business Development Manager, North East Asia

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**Position Responsibilities:**
+ Interact with existing clients to strengthen relationships by understanding their investment needs and servicing them accordingly.
+ Work closely with Asia ex Japan Institutional Sales team and ensure timely responses and solutions are provided to clients' queries.
+ Coordinate with various internal stakeholders within the Public and Private Markets groups to facilitate discussions and coordinate product launch and other related marketing and servicing activities.
+ Assist with the onboarding process of new clients, including legal & KYC documentation, account opening and due diligence process. Engaging with legal & compliance partners and other internal / external stakeholders to ensure smooth onboarding.
+ Support marketing efforts, including review of RFPs, modifying or translation of marketing materials and due diligence materials for clients
+ Assist in client events / roadshows and any other client servicing or marketing activities to strengthen client relationships and promote our Manulife's products/ investment capabilities
+ Build expertise by monitoring the markets and regulatory environment to proactively identify trends; anticipate and communicate opportunities and risks to internal stakeholders
**Required Qualifications:**
+ At least 5-8 years of overall experience in areas of client servicing and relationship management (Experience with a focus on servicing private market clients would be an advantage)
+ Experience in client facing activities, such as cross-selling and regular contact with clients in order to understand their investment needs
+ Good understanding of Asian (in particular Korean) institutional clients' requirements
+ Good organizational skills; demonstrated history of being results-oriented, ability to multitask and prioritize, keen attention to detail
+ Ability to work collaboratively with internal departments across global offices.
+ Good knowledge of public market as well as private markets asset classes (includes but not limited to private equity and credit, infrastructure, real estate equity and debt, timberland and farmland).
+ Experience in handling clients onboarding (Experience in handling private market client onboarding and have the ability to navigate and interpret private funds documentation would be an advantage)
+ Strong teamwork and interpersonal skills; willingness to engage with multiple stakeholders.
+ Fluent in English and Korean. Strong written communication skills in English and Korean. Ability to write clearly and concisely in client communications and explain complex concepts to clients
+ University degree with CFA designation is an asset.
+ Ability to work with minimal supervision
+ Candidates with more experience especially in private markets would be considered for an Associate Director position.
**When you join our team:**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido

Consulting Associate (Relationship Management Trainee Program)

Join to apply for the Consulting Associate (Relationship Management Trainee Program) role at GUM | Your MPF & EB Expert | Hong Kong

Consulting Associate (Relationship Management Trainee Program)

6 days ago Be among the first 25 applicants

Join to apply for the Consulting Associate (Relationship Management Trainee Program) role at GUM | Your MPF & EB Expert | Hong Kong

Pioneers
GUM, previously known as Gain Miles, has re-startup our brands as a prestigious boutique consulting firm in the Health and Wealth Industry in 2022. GUM, as a MPF expert, pioneered in providing MPF solutions and financial consulting services for over 42 years of market experience and is dedicated to giving you more inspiration, wealth and happiness.

WE GIVE U MORE.
GUM, previously known as Gain Miles, has re-startup our brands as a prestigious boutique consulting firm in the Health and Wealth Industry in 2022. GUM, as a MPF expert, pioneered in providing MPF solutions and financial consulting services for over 42 years of market experience and is dedicated to giving you more inspiration, wealth and happiness.
Fast-Learning
GUM is devoted to creating a fast-learning environment for our staff in which we encourage learning through practice by innovating methods to resolve our clients’ MPF inquiries. We embrace a dynamic and open work environment with a simple organizational structure and proper delegation that facilitates constructive feedbacks and guidance.
Team work
We truly believe that a mutually supportive and high tolerance for failures atmosphere is conducive to employee autonomy and team performance, where new ideas will be tested by trial and error and staff will be equipped with the necessary skills for uncertainty.
People are our greatest assets, our adamant belief is to immerse people-oriented elements into our culture by proactively encouraging the exchange of knowledge and ideas, inheriting experience from our veteran experts and promoting self-initiated learning.
We understand career progression is vital to our people, GUM provides ample opportunities and sufficient career mobility to shape job capabilities and cultivate work-specific skills. We are looking for motivated and resilient people to join our GUM Family. Embark on our journey to fulfil your career aspiration and gain full support to unleash your potential for excellence!
Program Summary

• The Relationship Management Trainee Programis an 18 - 24 months accelerated program which enables professionals within three years of experience to embark on their professional consulting careers
• Candidates will join the program as a Consulting Associate and be promoted toAssistant Manager level upon program graduation
• Consulting Associate will experience three stages lasting 3 - 6 months or longer, with corresponding key performance indicators and be subject to salary increment in each promotion
• We are looking for someone who is energetic and enthusiastic, willing to take challenges with an entrepreneur mindset, and also a good team player to join our team!
  

About This Role

• Foster long-term customer relationship and conduct proactive communication with corporate clients.
• Demonstrate eagerness for self-improvement and accumulate experience through peer-learning.
• Service client portfolios from diversified industries and strategic plans over corporate and individual customers on their retirement planning and employee benefits arrangement
• Understand customer needs and provide tailor-made solution as a consultant, explore new business opportunities, and retain good relationships with our clients
• Possess strong analytical and business development with sound knowledge on pension and financial products
• Working with senior managerial, conduct client meetings, webinars, and conferences to provide our clients with mass financial education
  

What You Can Expect From GUM
Guide your direction – You will be immersed in our culture of learning and knowledge exchange among teams. We will have detailed guideline and specified deliverables of each stage development.
Unleash your potential – Your placement on Corporate Sales and Employee Service team will equip you with B2B and B2C experience, accumulated through technical knowledge immersion and progress achievement .
Mentoring your mindset – In parallel to your career progression, you will be assigned to a team which is responsive to your enquiries and supportive of your career development.
About You

• Preferred 1-3 years working experiences, fresh graduates are also welcome!
• Degree holder in all discipline
• Good interpersonal skills, detail-minded, self-motivated, dedicated, enthusiastic, energetic and reliable; and most importantly, willing to learn and take challenges! – we need someone to join us to be a game changer of the industry!
• Excellent presentation and communication skills in both Chinese and English
• Strong computer skills including MS Word, Excel and PowerPoint …etc.
  

We Offer

• 1:1 coaching and regularly performance review with salary adjustment
• Diversified exposures over institutional, corporate and individual clients
• Uncapped learning opportunities and extensive trainings from technical product knowledge to soft skills training
• Fun and open working culture without hierarchy – #WorkHardPlayHard philosophy and focus on Team Work
• Flexible working policy
• Comprehensive fringe benefits including 16-24 Annual Leaves, Extensive Medical and Dental coverage, Training and Licensing Examination support
• Family Friendly policy, including Birthday Leave, Examination Leave, Family Care Leave and dependents…etc.
  

Join GUMbees and make a difference!
Join the GUMbees today!
Ready to fly high in your career? Interested candidate please submit your full resume with availability, current and expected salary by clicking "Apply Now".
All personal data provided will be treated with strictly confidential and will be used for the recruitment process only. Unsuccessful applications will be properly discarded within 3 months. Seniority level

• Seniority level Internship

Employment type

• Employment type Other

Job function

• Job function Finance and Consulting
• Industries Insurance

Referrals increase your chances of interviewing at GUM | Your MPF & EB Expert | Hong Kong by 2x

Sign in to set job alerts for “Business Development Associate” roles. Business Development Manager | FMCG | Snacks ($45-50k + bonus)

Hong Kong, Hong Kong SAR HK$5,000.00-HK 50,000.00 22 minutes ago

Business Development Manager, SMB (New Business) Business Development Executive/Specialist Business Development Manager, Business Department, Emerging Business (TRAVEL RETAIL) Assistant Business Development Manager Senior Manager, Business Development HK & Macau Business Associate (Business Development & Client Success) Business Development Manager / Senior Business Development Executive Business Development Manager (eCommerce) Wealth Management - Business Development Specialist Business Development Manager - Spirits, Off Trade Business Development Supervisor / Assistant Business Development Manager Business Operations Assistant (Welcome Fresh Graduate, Contract Role)

New Territories, Hong Kong SAR 4 weeks ago

Business Development Representative, GCR-HKT Associate, Business Development (Operations) Business Development Manager, North East Asia

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Head of CRM (Customer Relationship Management), APAC

Join to apply for the Head of CRM (Customer Relationship Management), APAC role at Invesco Asia Pacific

Head of CRM (Customer Relationship Management), APAC

Join to apply for the Head of CRM (Customer Relationship Management), APAC role at Invesco Asia Pacific

Get AI-powered advice on this job and more exclusive features.

About Invesco

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

About Invesco

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

What's in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive

compensation and benefit offerings including:

• Generous annual leave plus flexible paid time off
• Hybrid work schedule
• Learning and development programs
• Health & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan (if applicable in your region)
  
  

Job Description

We are seeking a strategic, technically adept and engaging CRM Leader to drive the overarching CRM vision and execution across the APAC region. This role is pivotal in shaping and aligning regional CRM strategies with regional & global objectives, spearheading the transformation and optimization of capabilities, architecting scalable solutions, and lobbying adoption & usage. Key responsibilities include but not limited to:

Regional Strategy & Global Alignment:

• Define and execute the regional CRM strategy in alignment with global roadmaps
• Act as the strategic CRM lead for APAC, collaborating with global counterparts to influence platform direction and advocate for regional priorities
• Serve as the primary CRM liaison between APAC and global technology teams, and build strong ties with EMEA and NA CRM teams. ensuring seamless integration of global initiatives into the regional context.
  
  

Strategic Leadership & Transformation:

• Define and execute a forward-looking CRM strategy that drives operational efficiency and business growth across APAC.
• Champion the transformation of CRM processes, identifying opportunities to streamline workflows and enhance user experience.
  
  

Training, Change Management & User Enablement:

• Act as a CRM evangelist, promoting platform adoption and showcasing the value of CRM-driven insights across the organization.
• Diagnose current state issues, lead change management efforts for new features and enhancements, ensuring high adoption and minimal disruption.
• Design and deliver targeted training programs and enablement materials tailored to diverse user groups.
• Foster a data-driven culture by promoting the use of dashboards, reports, and actionable insights to support strategic decision-making.
  
  

Solution Architecture & Platform Integration:

• Lead the design and implementation of scalable, integrated CRM solutions, ensuring alignment with enterprise architecture and data governance standards.
• Oversee end-to-end architecture and integration of Salesforce with internal systems (e.g., client, contact, and financial data platforms), ensuring data consistency and operational efficiency.
• Translate business needs into clear, actionable user stories and manage the full delivery lifecycle, including UAT and stakeholder sign-off.
• Act as the escalation point for complex CRM issues, coordinating resolution with global teams.
  
  

Data Stewardship & Governance:

• Serve as a data steward for CRM in APAC, ensuring data is structured, governed, and maintained to the highest standards.
• Define and enforce data governance policies, including data quality, cleansing, transformation, and lifecycle management.
• Collaborate with global data teams to ensure regional data practices align with enterprise-wide standards and compliance requirements.
  
  

Senior Stakeholder Engagement:

• Build trusted relationships with senior APAC business leaders, acting as a strategic advisor on CRM capabilities and opportunities.
• Effectively communicate complex CRM concepts and value propositions to executive stakeholders.
  
  

Team Leadership & Capability Development:

• Manage and mentor a high-performing CRM team, fostering a culture of innovation, accountability, and continuous improvement.
• Define and implement new CRM capabilities that drive business value, from ideation through to delivery and adoption.
• Prioritize and manage the regional CRM backlog, balancing quick wins with strategic initiatives.
• Work in collaboration with Experience, Platform and Analytics leaders within the Digital Experience team – collaborating in order to bridge Marketing and Distribution functions using Salesforce as the conduit
  
  

About your background:

• University qualification in Business, Information Systems, or related field.
• 8+ years of hands-on Salesforce experience in a global organization, from financial services, technology, consulting or relevant industries.
• Salesforce Administrator Certification advantageous; additional certifications (e.g., Advanced Admin, Platform App Builder) are also a plus.
• Proven experience in regional strategy development, solution architecture, and global stakeholder engagement.
• Demonstrated success in leading teams, managing backlogs, and delivering new CRM capabilities.
• Strong understanding of data architecture, relational databases, and integration frameworks.
• Experience in data governance and stewardship, with a focus on maintaining high data quality and compliance.
• Familiarity with Agile/Scrum/SDLC methodologies; certifications like PMP, ITIL, or Six Sigma are advantageous.
• Strategic thinker with a strong sense of ownership and a passion for enabling business success through technology.
• Excellent communicator and influencer, capable of navigating complex stakeholder environments.
• Proactive, organized, and adaptable, with a strong focus on outcomes and continuous improvement.
• High integrity and a collaborative mindset.
  
  

How to Apply:

Apply for the role directly at Invesco Careers : Careers at Invesco | APAC.

To know more about us:

About Invesco: our Culture: our D&I policy: Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

No

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with one day working outside an Invesco office.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable local laws governing non-discrimination in employment.

Personal data provided by job applicants will be used strictly in accordance with our personal data policy and for recruitment purposes only. Candidates not notified within twelve weeks may consider their application unsuccessful. All related information will be kept in our file for future recruitment purposes. When there are vacancies in our subsidiary or associate companies, we may transfer the application to them for consideration of employment. Under the Personal Data (Privacy) Ordinance, job applicants have a right to request access to, and to request correction of, Personal Data in relation to the application. If job applicants wish to exercise these rights, they should contact the Human Resources department.

Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Business Development and Sales
• Industries Investment Management and Financial Services

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Head of CRM (Customer Relationship Management), APAC

Join to apply for the Head of CRM (Customer Relationship Management), APAC role at Invesco Asia Pacific

Head of CRM (Customer Relationship Management), APAC

Join to apply for the Head of CRM (Customer Relationship Management), APAC role at Invesco Asia Pacific

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About Invesco
As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

About Invesco
As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
What's in it for you?
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive
compensation and benefit offerings including:

• Generous annual leave plus flexible paid time off
• Hybrid work schedule
• Learning and development programs
• Health & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan (if applicable in your region)
  

Job Description
We are seeking a strategic, technically adept and engaging CRM Leader to drive the overarching CRM vision and execution across the APAC region. This role is pivotal in shaping and aligning regional CRM strategies with regional & global objectives, spearheading the transformation and optimization of capabilities, architecting scalable solutions, and lobbying adoption & usage. Key responsibilities include but not limited to:
Regional Strategy & Global Alignment:

• Define and execute the regional CRM strategy in alignment with global roadmaps
• Act as the strategic CRM lead for APAC, collaborating with global counterparts to influence platform direction and advocate for regional priorities
• Serve as the primary CRM liaison between APAC and global technology teams, and build strong ties with EMEA and NA CRM teams. ensuring seamless integration of global initiatives into the regional context.
  

Strategic Leadership & Transformation:

• Define and execute a forward-looking CRM strategy that drives operational efficiency and business growth across APAC.
• Champion the transformation of CRM processes, identifying opportunities to streamline workflows and enhance user experience.
  

Training, Change Management & User Enablement:

• Act as a CRM evangelist, promoting platform adoption and showcasing the value of CRM-driven insights across the organization.
• Diagnose current state issues, lead change management efforts for new features and enhancements, ensuring high adoption and minimal disruption.
• Design and deliver targeted training programs and enablement materials tailored to diverse user groups.
• Foster a data-driven culture by promoting the use of dashboards, reports, and actionable insights to support strategic decision-making.
  

Solution Architecture & Platform Integration:

• Lead the design and implementation of scalable, integrated CRM solutions, ensuring alignment with enterprise architecture and data governance standards.
• Oversee end-to-end architecture and integration of Salesforce with internal systems (e.g., client, contact, and financial data platforms), ensuring data consistency and operational efficiency.
• Translate business needs into clear, actionable user stories and manage the full delivery lifecycle, including UAT and stakeholder sign-off.
• Act as the escalation point for complex CRM issues, coordinating resolution with global teams.
  

Data Stewardship & Governance:

• Serve as a data steward for CRM in APAC, ensuring data is structured, governed, and maintained to the highest standards.
• Define and enforce data governance policies, including data quality, cleansing, transformation, and lifecycle management.
• Collaborate with global data teams to ensure regional data practices align with enterprise-wide standards and compliance requirements.
  

Senior Stakeholder Engagement:

• Build trusted relationships with senior APAC business leaders, acting as a strategic advisor on CRM capabilities and opportunities.
• Effectively communicate complex CRM concepts and value propositions to executive stakeholders.
  

Team Leadership & Capability Development:

• Manage and mentor a high-performing CRM team, fostering a culture of innovation, accountability, and continuous improvement.
• Define and implement new CRM capabilities that drive business value, from ideation through to delivery and adoption.
• Prioritize and manage the regional CRM backlog, balancing quick wins with strategic initiatives.
• Work in collaboration with Experience, Platform and Analytics leaders within the Digital Experience team – collaborating in order to bridge Marketing and Distribution functions using Salesforce as the conduit
  

About your background:

• University qualification in Business, Information Systems, or related field.
• 8+ years of hands-on Salesforce experience in a global organization, from financial services, technology, consulting or relevant industries.
• Salesforce Administrator Certification advantageous; additional certifications (e.g., Advanced Admin, Platform App Builder) are also a plus.
• Proven experience in regional strategy development, solution architecture, and global stakeholder engagement.
• Demonstrated success in leading teams, managing backlogs, and delivering new CRM capabilities.
• Strong understanding of data architecture, relational databases, and integration frameworks.
• Experience in data governance and stewardship, with a focus on maintaining high data quality and compliance.
• Familiarity with Agile/Scrum/SDLC methodologies; certifications like PMP, ITIL, or Six Sigma are advantageous.
• Strategic thinker with a strong sense of ownership and a passion for enabling business success through technology.
• Excellent communicator and influencer, capable of navigating complex stakeholder environments.
• Proactive, organized, and adaptable, with a strong focus on outcomes and continuous improvement.
• High integrity and a collaborative mindset.
  

How to Apply:
Apply for the role directly at Invesco Careers : Careers at Invesco | APAC.
To know more about us:
About Invesco: our Culture: our D&I policy: Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
No
Workplace Model
At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with one day working outside an Invesco office.
Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable local laws governing non-discrimination in employment.
Personal data provided by job applicants will be used strictly in accordance with our personal data policy and for recruitment purposes only. Candidates not notified within twelve weeks may consider their application unsuccessful. All related information will be kept in our file for future recruitment purposes. When there are vacancies in our subsidiary or associate companies, we may transfer the application to them for consideration of employment. Under the Personal Data (Privacy) Ordinance, job applicants have a right to request access to, and to request correction of, Personal Data in relation to the application. If job applicants wish to exercise these rights, they should contact the Human Resources department. Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Business Development and Sales
• Industries Investment Management and Financial Services

Referrals increase your chances of interviewing at Invesco Asia Pacific by 2x

Get notified about new Head of Customer Relationship Management jobs in Hong Kong, Hong Kong SAR .

Head of Sales, Sustainability & Green Solutions (HONG KONG) Vice President - Product and Content Marketing Senior Director, Head of Money Movement Solutions (MMS) Head of Communications and Marketing (Arts & Cultural Center) Head of Product Management, Global Payments Solutions (HK) Country Head, PropTech Solution (90K - 120K)

Hong Kong, Hong Kong SAR HK$90,000.00-HK$120,000.00 2 days ago

Marketing Executive (Consumer Communications)

Central & Western District, Hong Kong SAR 4 days ago

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Senior Team Head, Corporate Relationship Management, Business Banking

Join to apply for the Senior Team Head, Corporate Relationship Management, Business Banking role at Bank of China (Hong Kong)

Senior Team Head, Corporate Relationship Management, Business Banking

1 day ago Be among the first 25 applicants

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• Manage, develop and straighten Business Banking client relationship, provide high-quality, comprehensive and tailor-made banking services.
• Explore potential Business Banking clients, increase market share, actively perform cross-selling
• Lead a group of Relationship Managers by providing guidance, coaching, and leadership on client acquisition and client management
• Motivate and manage team to achieve various individual business targets and contribute to the performance of the team.
• Build sustainable business growth and achieve goals predetermined by Senior Management.
• Conduct regular review and take proactive measures to ensure credit quality
  
  

Duties

• Manage, develop and straighten Business Banking client relationship, provide high-quality, comprehensive and tailor-made banking services.
• Explore potential Business Banking clients, increase market share, actively perform cross-selling
• Lead a group of Relationship Managers by providing guidance, coaching, and leadership on client acquisition and client management
• Motivate and manage team to achieve various individual business targets and contribute to the performance of the team.
• Build sustainable business growth and achieve goals predetermined by Senior Management.
• Conduct regular review and take proactive measures to ensure credit quality
  
  

Requirements

• Degree or above with major in Business Administration, Marketing, Economics, Finance or related discipline.
• Minimum of 10 years relevant experience in financial services, with at least 5 years in managerial level.
• Sound knowledge in business banking sector, banking operation, risk management and business practices
• Possess a strong sense of awareness to people, able to identify bottlenecks and motivate team
• Holder of HKSI (Type 1 &4) and IIQE (General & Long Term Business (excluding Linked Long Term Business)); ECF–CRM, CFA, CFP, CFMP preferred
• Familiar with banking operations and related policies, laws and regulatory requirements.
• Excellent communications and presentation skills with good command of Chinese in both spoken and written including Mandarin
  
  

We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidates. Interested parties, please submit your application online. For details, please visit our website Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their application unsuccessful and their data will be destroyed within 12 months of receipt.

Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Business Development
• Industries Banking, Capital Markets, and Financial Services

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SVP, Team Lead, HR Relationship Management, Human Resources

Join to apply for the SVP, Team Lead, HR Relationship Management, Human Resources role at DBS Bank

Continue with Google Continue with Google

SVP, Team Lead, HR Relationship Management, Human Resources

Join to apply for the SVP, Team Lead, HR Relationship Management, Human Resources role at DBS Bank

Business Function

Group Human Resources has the important role of attracting, retaining, and nurturing talent to ensure that DBS continues to be a competitive employer in Asia. With a well-established team of HR partners, we support and deliver effective people-based solutions and services across businesses. Our goal is to build a high-performance organisation by empowering and engaging our employees. Because we believe that banking is about people.

Responsibilities

• Collaborate with senior leaders to align HR strategies with business objectives
• Act as a trusted advisor on various HR initiatives including organizational and people-related strategy, workforce planning, career planning, performance management, rewards and recognition, engagement, leadership and development
• Drive and support the development and delivery of cultural change plans and interventions
• Manage complex employee relations matters, ensuring compliance with labor laws and company policies in order to minimize risk and financial exposure
• Analyze HR metrics to provide data-driven insights for decision-making
• Mentor and guide junior HR professionals, fostering a collaborative team environment
  
  

Requirements

• Bachelor’s degree and above
• Minimum 15 years of HR business partner or generalist experience supporting business leaders. Experience in sizable banks or financial institutions is an advantage
• Extensive HR experience across the full HR spectrum
• Demonstrated business acumen to drive organizational and people-related strategies
• Excellent communication and interpersonal skills, with the ability to build relationships with senior leaders and a range of stakeholders to drive organizational change
• A confident business partner with the ability to build and maintain constant rapport with the business at a strategic level and be hands-on when required
• Demonstrated analytical and problem-solving skills, understand trends and develop recommendations for action based on the analysis
  
  

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.

Primary Location

Hong Kong-One Island East

Job

Human Capital Management

Job Posting

Apr 28, 2025, 10:31:28 AM

Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Information Technology
• Industries Banking, Financial Services, and Investment Banking

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