154 Brokerage Manager jobs in Hong Kong

Join to apply for the Manager, Brokerage Business, Wealth Management role at CLSA

1 week ago Be among the first 25 applicants

Join to apply for the Manager, Brokerage Business, Wealth Management role at CLSA

We are currently seeking a high caliber professional to join our team as Manager, Brokerage Business under the Call center, Wealth Management Business.

This is an expanding role designed to enhance our customer service and sales role operations. The candidate will play a pivotal role in leveraging new AI and call center technologies to elevate our team's performance and deliver exceptional service to our clients.

Key Areas of Responsibilities

Call Centre

• Service duties: Handle customer enquiries by phone or email relating to general enquiry, products / service launch, stock trading and any service requests by clients.
• Sales duties: Support the account opening process, including Know Your Client (KYC) procedures and risk disclosure. Assist with the entire client lifecycle post-account opening, including but not limited to order placements, fund transactions, and regular account reviews.
• Assist in the development and testing of Omni-channel services and / or AI chatbots to improve customer interactions.
• Conduct daily reporting, start/end of day processes, and system checks to ensure smooth operations.
• Perform outbound calls in-relation to sales, services, compliance and audit initiatives.
• Participate in system testing to ensure ongoing functionality and efficiency.
• Perform any other job duties or projects as assigned by team manager.

Requirements

• Bachelor degree or above in Business / Finance discipline with minimum 3 year’s working experience. Experience in a call center within the financial industry is preferred.
• Experience in Omni-channel or AI chatbot development is highly preferred.
• Attained relevant SFC licenses for carrying out Type 1 & Type 2 regulated activities; IIQE is a plus.
• Strong customer service mindset with high dedication to service excellence. Exceptional communication, interpersonal, and problem-solving skills with both external and internal parties.
• Solid understanding of securities trading and wealth management financial products.
• Proficient in written and spoken English and Chinese ; fluency in Mandarin is a must.
• Ability to work effectively under pressure and collaborate as a team player.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance

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Direct message the job poster from Matrixport Official

Matrixport is Asia’s fastest growing one-stop digital asset financial services platform with over $10 billion in assets under custody & management. We are over 300 strong and serve both institutional and retail customers across Asia and Europe.

Our mission is to make crypto easy for everyone through our comprehensive suite of innovative and easy-to-use crypto investment products and services. Our offerings include Cactus Custody, spot OTC, fixed income, structured products, lending as well as asset management. Our team is rapidly growing.

“Get More From Your Crypto”.

WHY JOIN US

At Matrixport, we tackle complex problems as a team. We encourage openness and promote transparency, respect, and inclusivity. Every team member is valued and has a voice that can be heard. We are always in the search for intellectually curious and entrepreneurial individuals who are keen on making an impact in the crypto ecosystem, and in building a better product for the next one billion users.

Responsibilities:

• Develop and execute product strategies for prime brokerage products in line with company objectives and client needs.
• Conduct market research, competitor analysis, and client feedback to identify opportunities for product enhancements and new offerings.
• Collaborate with cross-functional teams including sales, operations, technology, and compliance to define product requirements and deliver high-quality solutions.
• Lead the product development lifecycle from ideation to launch, ensuring timely delivery and adherence to regulatory requirements.
• Monitor product performance, analyze key metrics, and implement improvements to optimize client satisfaction and product profitability.
• Stay informed about industry trends, regulatory changes, and competitive landscape to drive product innovation and maintain market leadership.
• Provide training and support to internal teams and clients on prime brokerage products and services.

Qualifications:

• Bachelor's degree in Finance, Business, Economics, or a related field. Advanced degree or relevant certifications are a plus.
• Minimum of 3 years of experience in product management within the prime brokerage or financial services industry.
• Strong understanding of prime brokerage products, services, and market trends. Familiar with the basic knowledge of exchange business and API docking.
• Proven track record of successfully launching and managing prime brokerage products.
• Excellent analytical skills with the ability to interpret data and market insights to drive product decisions.
• Strong communication and interpersonal skills to collaborate effectively with diverse teams and clients.
• Experience with agile product development methodologies and project management practices.
• Knowledge of regulatory requirements and compliance considerations in prime brokerage.

By submitting a job application, you confirm that you have read and agree to our Candidate Privacy Policy. <

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Business Development, Finance, and Product Management

Referrals increase your chances of interviewing at Matrixport Official by 2x

Get notified about new Product Manager jobs in Hong Kong, Hong Kong SAR .

Central & Western District, Hong Kong SAR 3 weeks ago

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Direct message the job poster from Matrixport Official

ABOUT US

Matrixport is Asia’s fastest growing one-stop digital asset financial services platform with over $10 billion in assets under custody & management. We are over 300 strong and serve both institutional and retail customers across Asia and Europe.

Our mission is to make crypto easy for everyone through our comprehensive suite of innovative and easy-to-use crypto investment products and services. Our offerings include Cactus Custody, spot OTC, fixed income, structured products, lending as well as asset management. Our team is rapidly growing.

“Get More From Your Crypto”.

WHY JOIN US

At Matrixport, we tackle complex problems as a team. We encourage openness and promote transparency, respect, and inclusivity. Every team member is valued and has a voice that can be heard. We are always in the search for intellectually curious and entrepreneurial individuals who are keen on making an impact in the crypto ecosystem, and in building a better product for the next one billion users.

Responsibilities

• Responsible for the product design of cryptocurrency asset spot and derivatives trading products, including order management, matching engine and other related modules.
• Responsible for the underlying asset scheme design of cryptocurrency financial products, and the underlying asset design that meets the market demand according to the company's business.
• Define, track business metrics and generate product proposal for optimization based on the product's life cycle characteristics, competitive environment, and resource structure.
• Monitor project progress and coordinate with developers, designers, marketing team, operations team and other departments.

Qualifications

• Bachelor’s degree or above in product management, mathematics, computer science, etc.
• 3+ years of experience in internet products in the cryptocurrency or traditional financial industry.
• Possess rigorous logical thinking, excellent teamwork and communication skills, and be able to coordinate resources to solve problems and achieve goals between different departments.
• Ability to understand and assess engineering, design and schedule trade-offs.
• Have an eye for good design and user experience.
• Strong command in both spoken and written English and Mandarin is a must.

By submitting a job application, you confirm that you have read and agree to our Candidate Privacy Policy. <

• Seniority level Director

• Employment type Full-time

• Job function Design, Project Management, and Product Management

Referrals increase your chances of interviewing at Matrixport Official by 2x

Get notified about new Product Manager jobs in Hong Kong, Hong Kong SAR .

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

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

Direct message the job poster from Matrixport Official

ABOUT US

Matrixport is Asia’s fastest growing one-stop digital asset financial services platform with over $10 billion in assets under custody & management. We are over 300 strong and serve both institutional and retail customers across Asia and Europe.

Our mission is to make crypto easy for everyone through our comprehensive suite of innovative and easy-to-use crypto investment products and services. Our offerings include Cactus Custody, spot OTC, fixed income, structured products, lending as well as asset management. Our team is rapidly growing.

“Get More From Your Crypto”.

WHY JOIN US

At Matrixport, we tackle complex problems as a team. We encourage openness and promote transparency, respect, and inclusivity. Every team member is valued and has a voice that can be heard. We are always in the search for intellectually curious and entrepreneurial individuals who are keen on making an impact in the crypto ecosystem, and in building a better product for the next one billion users.

Responsibilities

• Responsible for the product design of cryptocurrency asset spot and derivatives trading products, including order management, matching engine and other related modules.
• Responsible for the underlying asset scheme design of cryptocurrency financial products, and the underlying asset design that meets the market demand according to the company's business.
• Define, track business metrics and generate product proposal for optimization based on the product's life cycle characteristics, competitive environment, and resource structure.
• Monitor project progress and coordinate with developers, designers, marketing team, operations team and other departments.

Qualifications

• Bachelor’s degree or above in product management, mathematics, computer science, etc.
• 3+ years of experience in internet products in the cryptocurrency or traditional financial industry.
• Possess rigorous logical thinking, excellent teamwork and communication skills, and be able to coordinate resources to solve problems and achieve goals between different departments.
• Ability to understand and assess engineering, design and schedule trade-offs.
• Have an eye for good design and user experience.
• Strong command in both spoken and written English and Mandarin is a must.

By submitting a job application, you confirm that you have read and agree to our Candidate Privacy Policy.

• Seniority level Director

• Employment type Full-time

• Job function Design, Project Management, and Product Management

Referrals increase your chances of interviewing at Matrixport Official by 2x

Get notified about new Product Manager jobs in Hong Kong, Hong Kong SAR .

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

Direct message the job poster from Matrixport Official

Matrixport is Asia’s fastest growing one-stop digital asset financial services platform with over $10 billion in assets under custody & management. We are over 300 strong and serve both institutional and retail customers across Asia and Europe.

Our mission is to make crypto easy for everyone through our comprehensive suite of innovative and easy-to-use crypto investment products and services. Our offerings include Cactus Custody, spot OTC, fixed income, structured products, lending as well as asset management. Our team is rapidly growing.

“Get More From Your Crypto”.

WHY JOIN US

At Matrixport, we tackle complex problems as a team. We encourage openness and promote transparency, respect, and inclusivity. Every team member is valued and has a voice that can be heard. We are always in the search for intellectually curious and entrepreneurial individuals who are keen on making an impact in the crypto ecosystem, and in building a better product for the next one billion users.

Responsibilities:

• Develop and execute product strategies for prime brokerage products in line with company objectives and client needs.
• Conduct market research, competitor analysis, and client feedback to identify opportunities for product enhancements and new offerings.
• Collaborate with cross-functional teams including sales, operations, technology, and compliance to define product requirements and deliver high-quality solutions.
• Lead the product development lifecycle from ideation to launch, ensuring timely delivery and adherence to regulatory requirements.
• Monitor product performance, analyze key metrics, and implement improvements to optimize client satisfaction and product profitability.
• Stay informed about industry trends, regulatory changes, and competitive landscape to drive product innovation and maintain market leadership.
• Provide training and support to internal teams and clients on prime brokerage products and services.

Qualifications:

• Bachelor's degree in Finance, Business, Economics, or a related field. Advanced degree or relevant certifications are a plus.
• Minimum of 3 years of experience in product management within the prime brokerage or financial services industry.
• Strong understanding of prime brokerage products, services, and market trends. Familiar with the basic knowledge of exchange business and API docking.
• Proven track record of successfully launching and managing prime brokerage products.
• Excellent analytical skills with the ability to interpret data and market insights to drive product decisions.
• Strong communication and interpersonal skills to collaborate effectively with diverse teams and clients.
• Experience with agile product development methodologies and project management practices.
• Knowledge of regulatory requirements and compliance considerations in prime brokerage.

By submitting a job application, you confirm that you have read and agree to our Candidate Privacy Policy.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Business Development, Finance, and Product Management

Referrals increase your chances of interviewing at Matrixport Official by 2x

Get notified about new Product Manager jobs in Hong Kong, Hong Kong SAR .

Central & Western District, Hong Kong SAR 3 weeks ago

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

Join to apply for the Manager, Business Development, Brokerage Business role at Prudential Hong Kong

3 days ago Be among the first 25 applicants

Join to apply for the Manager, Business Development, Brokerage Business role at Prudential Hong Kong

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

Job Responsibilities

• Develop new business ideas and lead the continuous development of Brokerage channel sales platform especially for brokerage segment
• Sales management & review the business performance of mapped accounts regularly in accordance to sales KPIs
• Strengthen and maintain a good relationship with partners and their key personals to drive and implement the new initiatives
• Identify the needs and demands of business partners to unleash business potential and penetrate the business share
• Identify the new business opportunities with potential partners
• Provide all levels of support to key partners to capture the business opportunities
  
  
  

• University graduate with a minimum of 8 years of relevant work experience. (Less experience will be considered to a junior role)
• Good understanding of the brokerage market
• Proficient in English and Mandarin, with excellent presentation skills.
• Strong organizational and management abilities.
• Obtain relevant license if the job involves in regulated activities
  
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Business Development and Sales

Referrals increase your chances of interviewing at Prudential Hong Kong by 2x

Shenzhen, Guangdong, China CN¥60,000.00-CN¥00,000.00 2 years ago

Hong Kong, Hong Kong SAR HK$5,000.00-HK 50,000.00 2 weeks ago

Shenzhen, Guangdong, China CN 5,000.00-CN 5,000.00 1 year ago

Shenzhen, Guangdong, China CN 0,000.00-CN 0,000.00 2 years ago

Islands District, Hong Kong SAR 2 months ago

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

Join to apply for the Manager, Business Development, Brokerage Business role at Prudential Hong Kong

3 days ago Be among the first 25 applicants

Join to apply for the Manager, Business Development, Brokerage Business role at Prudential Hong Kong

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.
Job Responsibilities

• Develop new business ideas and lead the continuous development of Brokerage channel sales platform especially for brokerage segment
• Sales management & review the business performance of mapped accounts regularly in accordance to sales KPIs
• Strengthen and maintain a good relationship with partners and their key personals to drive and implement the new initiatives
• Identify the needs and demands of business partners to unleash business potential and penetrate the business share
• Identify the new business opportunities with potential partners
• Provide all levels of support to key partners to capture the business opportunities
  

• University graduate with a minimum of 8 years of relevant work experience. (Less experience will be considered to a junior role)
• Good understanding of the brokerage market
• Proficient in English and Mandarin, with excellent presentation skills.
• Strong organizational and management abilities.
• Obtain relevant license if the job involves in regulated activities
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Business Development and Sales

Referrals increase your chances of interviewing at Prudential Hong Kong by 2x

Shenzhen, Guangdong, China CN¥60,000.00-CN¥00,000.00 2 years ago

Hong Kong, Hong Kong SAR HK$5,000.00-HK 50,000.00 2 weeks ago

Shenzhen, Guangdong, China CN 5,000.00-CN 5,000.00 1 year ago

Shenzhen, Guangdong, China CN 0,000.00-CN 0,000.00 2 years ago

Islands District, Hong Kong SAR 2 months ago

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

Business Development, Brokerage and IFA Distribution, Senior Principal/Principal (Associate Director/Senior Manager)

Apply locations Hong Kong, HK-AIA Hong Kong & Macau

Time type: Full time

Posted on: Posted 30+ Days Ago

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

As part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners, and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels.

About the Role

Support Channel Head to drive sales strategy for mapped accounts in aligning with channel overall direction.

Job Responsibilities:

• Assist the Channel Head on implementation and execution of the business plans and initiatives.
• Lead a unit of PDMs to achieve business targets.
• Develop new business ideas and lead the continuous development of the Brokerage channel sales platform.
• Sales management with subordinates and review the business performance of mapped accounts regularly in accordance with sales KPIs.
• Strengthen and maintain a good relationship with respective partners and their key personnel to drive and implement new initiatives, unleash business potential, and penetrate the business market share.
• Provide all levels of support to key partners to capture business opportunities.
• Penetrate the TRs and facilitate them to deliver quality, compliant, and consistent business.
• Conduct regular reviews on business performance and sales quality practice of the brokers to ensure compliance with AIA’s business standards and principles.
• Drive and manage digital enablement utilization both internally and externally.
• Continue to grow subordinates with ongoing career development planning.
• Provide on-the-job coaching for subordinates and support them in handling day-to-day partner-related issues.
• Share new ideas, best practices, and market intelligence with subordinates and be a team player.
• Ensure team members (if any) who perform regulated activities have obtained the relevant licenses and fulfilled the licensing requirements.

Job Requirements:

• University/College graduate plus at least 6 years relevant experience and 2 years of managerial experience preferred.
• Demonstration of self-motivated and self-driven personality and ability to work independently.
• Good organizing and management skills.
• Good insurance and investment product knowledge.
• Good interpersonal and communication skills.
• Good written and spoken English and Chinese/Mandarin.
• Working knowledge of MS Office applications.
• Obtain relevant license if the job involves regulated activities.

Others:

• You are required to obtain relevant licenses if your job involves regulated activities.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Business Development, Brokerage and IFA Distribution, Senior Principal/Principal (Associate Director/Senior Manager)

Apply locations Hong Kong, HK-AIA Hong Kong & Macau

Time type: Full time

Posted on: Posted 30+ Days Ago

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

As part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners, and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels.

About the Role

Support Channel Head to drive sales strategy for mapped accounts in aligning with channel overall direction.

Job Responsibilities:

• Assist the Channel Head on implementation and execution of the business plans and initiatives.
• Lead a unit of PDMs to achieve business targets.
• Develop new business ideas and lead the continuous development of the Brokerage channel sales platform.
• Sales management with subordinates and review the business performance of mapped accounts regularly in accordance with sales KPIs.
• Strengthen and maintain a good relationship with respective partners and their key personnel to drive and implement new initiatives, unleash business potential, and penetrate the business market share.
• Provide all levels of support to key partners to capture business opportunities.
• Penetrate the TRs and facilitate them to deliver quality, compliant, and consistent business.
• Conduct regular reviews on business performance and sales quality practice of the brokers to ensure compliance with AIA’s business standards and principles.
• Drive and manage digital enablement utilization both internally and externally.
• Continue to grow subordinates with ongoing career development planning.
• Provide on-the-job coaching for subordinates and support them in handling day-to-day partner-related issues.
• Share new ideas, best practices, and market intelligence with subordinates and be a team player.
• Ensure team members (if any) who perform regulated activities have obtained the relevant licenses and fulfilled the licensing requirements.

Job Requirements:

• University/College graduate plus at least 6 years relevant experience and 2 years of managerial experience preferred.
• Demonstration of self-motivated and self-driven personality and ability to work independently.
• Good organizing and management skills.
• Good insurance and investment product knowledge.
• Good interpersonal and communication skills.
• Good written and spoken English and Chinese/Mandarin.
• Working knowledge of MS Office applications.
• Obtain relevant license if the job involves regulated activities.

Others:

• You are required to obtain relevant licenses if your job involves regulated activities.

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.