155 Brokerage Manager jobs in Hong Kong

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

We are seeking a high-caliber professional to join our team as Manager, Brokerage Business in the Call Center, Wealth Management Business.

This role aims to enhance customer service and sales operations by leveraging new AI and call center technologies to improve team performance and client service.

• Call Centre: Handle customer inquiries via phone or email regarding general questions, product launches, stock trading, and service requests.
• Support account opening, including KYC procedures and risk disclosures, and manage the client lifecycle post-account opening, including order placements, fund transactions, and account reviews.
• Assist in developing and testing Omni-channel services and AI chatbots to enhance customer interactions.
• Conduct daily reporting, system checks, and start/end of day processes to ensure smooth operations.
• Perform outbound calls related to sales, services, compliance, and audits.
• Participate in system testing to maintain functionality and efficiency.
• Perform other duties or projects as assigned by the team manager.

• Bachelor's degree or higher in Business or Finance with at least 3 years of experience, preferably in a financial call center.
• Experience in Omni-channel or AI chatbot development is highly preferred.
• Relevant SFC licenses for Type 1 & Type 2 activities; IIQE certification is a plus.
• Strong customer service orientation, excellent communication, interpersonal, and problem-solving skills, with the ability to work effectively with both external and internal parties.
• Solid understanding of securities trading and wealth management products.
• Proficiency in English and Chinese, with fluency in Mandarin a must.
• Ability to work under pressure and collaborate effectively as a team player.

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance

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

We are seeking a high-caliber professional to join our team as Manager, Brokerage Business in the Call Center, Wealth Management Business.

This role aims to enhance customer service and sales operations by leveraging new AI and call center technologies to improve team performance and client service.

• Call Centre: Handle customer inquiries via phone or email regarding general questions, product launches, stock trading, and service requests.
• Support account opening, including KYC procedures and risk disclosures, and manage the client lifecycle post-account opening, including order placements, fund transactions, and account reviews.
• Assist in developing and testing Omni-channel services and AI chatbots to enhance customer interactions.
• Conduct daily reporting, system checks, and start/end of day processes to ensure smooth operations.
• Perform outbound calls related to sales, services, compliance, and audits.
• Participate in system testing to maintain functionality and efficiency.
• Perform other duties or projects as assigned by the team manager.

• Bachelor's degree or higher in Business or Finance with at least 3 years of experience, preferably in a financial call center.
• Experience in Omni-channel or AI chatbot development is highly preferred.
• Relevant SFC licenses for Type 1 & Type 2 activities; IIQE certification is a plus.
• Strong customer service orientation, excellent communication, interpersonal, and problem-solving skills, with the ability to work effectively with both external and internal parties.
• Solid understanding of securities trading and wealth management products.
• Proficiency in English and Chinese, with fluency in Mandarin a must.
• Ability to work under pressure and collaborate effectively as a team player.

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance

1 week ago Be among the first 25 applicants

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Direct message the job poster from Doo Group

Doo Group is a global financial services group with FinTech as its core. With our 10 major business lines, spanning Brokerage, Wealth Management, Property, Payment & Exchange, FinTech, Financial Education, Health Care, Consulting, Cloud, and Digital Marketing, Doo Group has seamlessly provided clients with comprehensive products and services across the world. Through a one-stop approach, Doo Group remains committed to helping our clients achieve an ideal financial life while moving towards a better future together!

Looking for a New Challenge? Join Us as We Expand Globally!

As we continue our global business expansion, we’re on the lookout for talented individuals who are motivated to support our strategic goals and initiatives. Join a team that values innovation and growth.

DOO you have what it takes?

What you’ll be working on:

• Oversee the processing of client deposits, withdrawals, and internal transfers, ensuring timely and accurate execution.
• Ensure compliance with local and international regulations regarding client funds.
• Manage the reconciliation of client fund accounts, including bank, PSP (Payment Service Providers), and internal records.
• Optimize funding processes to improve transaction speed, reduce costs, and enhance client experience.

System & Process Optimization

• Work closely with product to enhance CRM systems and automation for transaction processing.
• Monitor and improve funding workflows, reporting, and internal controls to minimize errors and inefficiencies.
• Identify system enhancements and automation opportunities for faster transaction processing and better reporting accuracy.
• Troubleshoot technical issues related to payment gateways, reconciliation tools, and financial systems.

Compliance & Policy Implementation

• Develop and implement client fund policies in accordance with regulatory requirements (e.g., ASIC, FCA and offshore jurisdictions).
• Ensure adherence to AML (Anti-Money Laundering), KYC (Know Your Customer), and risk management frameworks in all funding-related processes.
• Work with compliance teams to ensure financial operations align with brokerage regulations and best practices.

Treasury & Liquidity Management

• Work closely with the treasury team to ensure adequate liquidity is maintained in PSPs and bank accounts.
• Monitor and forecast funding requirements across different jurisdictions to prevent liquidity shortfalls.
• Ensure sufficient fund allocation for weekend instant withdrawals and high- volume trading periods.

Reporting & Performance Analysis

• Prepare daily, weekly, and monthly reports on funding activities, reconciliations, and financial risks.
• Conduct data analysis on funding trends, client behaviors, and system performance to optimize financial strategies.
• Support treasury functions in ensuring sufficient liquidity for operational needs and client transactions.

Team Leadership & Stakeholder Collaboration

• Lead and manage a team at least 10 specialist / team leads ensuring efficient operation.
• Provide training and mentorship to team members to enhance their technical skills and regulatory knowledge.
• Liaise with banks, PSPs, and payment processors to ensure smooth and cost-effective fund transfers.
• Coordinate with support, operations and risk departments to streamline funding processes.

What we’re looking for:

• Bachelor’s or Master’s Degree in Finance, Accounting, Business, or a related field.
• Min 5 years of experience in CFD brokerage or exchange with both offshore and onshore licenses.
• Proven track record of handling client funds exceeding USD 1 million.
• Experience managing a team of at least 10 people across multiple jurisdictions.
• Strong knowledge of payment processing systems, client fund reconciliation, and financial regulations across different regulatory entities.
• Excellent analytical and problem-solving skills, with experience optimizing funding operations for global entities.
• Proficiency in financial reporting, SQL, Excel, or automation tools for reconciliation.
• Ability to work in a high-volume, fast-paced brokerage environment.
• Strong communication and stakeholder management skills, both internally and externally.

Preferred Skills:

• Experience with cryptocurrency payments, blockchain transactions, or alternative payment methods.
• Knowledge of AI-driven automation or fintech solutions for payment processing.
• Familiarity with treasury functions and liquidity management strategies in a brokerage firm

What we offer:

• Rewarding career development with regional exposure
• Performance bonus
• Medical insurance
• Daily snacks
• Friendly and open work environment with a young, energetic team

Life as DOOers

At Doo Group, we embrace a culture where continuous growth, collaboration, and creativity are at the heart of everything we do. As a DOO, you'll collaborate with top professionals from around the globe, dive into exciting projects, and play a pivotal role in shaping the future of finance.

Unlock your potential with Doo Group. Apply now and step into a role where your impact is celebrated!

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Accounting/Auditing, Finance, and Analyst
• Industries Financial Services, Insurance, and Information Services

Referrals increase your chances of interviewing at Doo Group by 2x

Hong Kong, Hong Kong SAR HK$30,000.00-HK$50,000.00 1 week ago

Kowloon City District, Hong Kong SAR 1 week ago

Kowloon City District, Hong Kong SAR 2 days ago

Kowloon City District, Hong Kong SAR 1 week 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.

1 week ago Be among the first 25 applicants

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

Direct message the job poster from Doo Group

Doo Group is a global financial services group with FinTech as its core. With our 10 major business lines, spanning Brokerage, Wealth Management, Property, Payment & Exchange, FinTech, Financial Education, Health Care, Consulting, Cloud, and Digital Marketing, Doo Group has seamlessly provided clients with comprehensive products and services across the world. Through a one-stop approach, Doo Group remains committed to helping our clients achieve an ideal financial life while moving towards a better future together!

Looking for a New Challenge? Join Us as We Expand Globally!

As we continue our global business expansion, we’re on the lookout for talented individuals who are motivated to support our strategic goals and initiatives. Join a team that values innovation and growth.

DOO you have what it takes?

What you’ll be working on:

• Oversee the processing of client deposits, withdrawals, and internal transfers, ensuring timely and accurate execution.
• Ensure compliance with local and international regulations regarding client funds.
• Manage the reconciliation of client fund accounts, including bank, PSP (Payment Service Providers), and internal records.
• Optimize funding processes to improve transaction speed, reduce costs, and enhance client experience.

System & Process Optimization

• Work closely with product to enhance CRM systems and automation for transaction processing.
• Monitor and improve funding workflows, reporting, and internal controls to minimize errors and inefficiencies.
• Identify system enhancements and automation opportunities for faster transaction processing and better reporting accuracy.
• Troubleshoot technical issues related to payment gateways, reconciliation tools, and financial systems.

Compliance & Policy Implementation

• Develop and implement client fund policies in accordance with regulatory requirements (e.g., ASIC, FCA and offshore jurisdictions).
• Ensure adherence to AML (Anti-Money Laundering), KYC (Know Your Customer), and risk management frameworks in all funding-related processes.
• Work with compliance teams to ensure financial operations align with brokerage regulations and best practices.

Treasury & Liquidity Management

• Work closely with the treasury team to ensure adequate liquidity is maintained in PSPs and bank accounts.
• Monitor and forecast funding requirements across different jurisdictions to prevent liquidity shortfalls.
• Ensure sufficient fund allocation for weekend instant withdrawals and high- volume trading periods.

Reporting & Performance Analysis

• Prepare daily, weekly, and monthly reports on funding activities, reconciliations, and financial risks.
• Conduct data analysis on funding trends, client behaviors, and system performance to optimize financial strategies.
• Support treasury functions in ensuring sufficient liquidity for operational needs and client transactions.

Team Leadership & Stakeholder Collaboration

• Lead and manage a team at least 10 specialist / team leads ensuring efficient operation.
• Provide training and mentorship to team members to enhance their technical skills and regulatory knowledge.
• Liaise with banks, PSPs, and payment processors to ensure smooth and cost-effective fund transfers.
• Coordinate with support, operations and risk departments to streamline funding processes.

What we’re looking for:

• Bachelor’s or Master’s Degree in Finance, Accounting, Business, or a related field.
• Min 5 years of experience in CFD brokerage or exchange with both offshore and onshore licenses.
• Proven track record of handling client funds exceeding USD 1 million.
• Experience managing a team of at least 10 people across multiple jurisdictions.
• Strong knowledge of payment processing systems, client fund reconciliation, and financial regulations across different regulatory entities.
• Excellent analytical and problem-solving skills, with experience optimizing funding operations for global entities.
• Proficiency in financial reporting, SQL, Excel, or automation tools for reconciliation.
• Ability to work in a high-volume, fast-paced brokerage environment.
• Strong communication and stakeholder management skills, both internally and externally.

Preferred Skills:

• Experience with cryptocurrency payments, blockchain transactions, or alternative payment methods.
• Knowledge of AI-driven automation or fintech solutions for payment processing.
• Familiarity with treasury functions and liquidity management strategies in a brokerage firm

What we offer:

• Rewarding career development with regional exposure
• Performance bonus
• Medical insurance
• Daily snacks
• Friendly and open work environment with a young, energetic team

Life as DOOers

At Doo Group, we embrace a culture where continuous growth, collaboration, and creativity are at the heart of everything we do. As a DOO, you'll collaborate with top professionals from around the globe, dive into exciting projects, and play a pivotal role in shaping the future of finance.

Unlock your potential with Doo Group. Apply now and step into a role where your impact is celebrated!

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Accounting/Auditing, Finance, and Analyst
• Industries Financial Services, Insurance, and Information Services

Referrals increase your chances of interviewing at Doo Group by 2x

Hong Kong, Hong Kong SAR HK$30,000.00-HK$50,000.00 1 week ago

Kowloon City District, Hong Kong SAR 1 week ago

Kowloon City District, Hong Kong SAR 2 days ago

Kowloon City District, Hong Kong SAR 1 week ago

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

Join us at FWD Insurance as an Assistant Manager, Brokerage & IFA, Strategic Partnership .

FWD Group is a pan-Asian life and health insurance company serving approximately 30 million customers across 10 markets, including BRI Life in Indonesia. Established in 2013, FWD aims to deliver innovative, customer-centric insurance solutions with a tech-enabled approach. The company is listed on the Hong Kong Stock Exchange (stock code 1828). For more information, visit or .

• Collaborate with business partners to promote products and develop new business opportunities.
• Achieve sales targets set by the business leadership.
• Share best practices to enhance team performance and business quality.
• Strengthen relationships with existing partners to improve Life, Medical, and Critical Illness products.
• Coordinate with internal teams and communicate effectively with partners to ensure smooth case handling.
• Develop and implement marketing strategies with partners.
• Monitor the persistency rates of IFAs and brokers.
• Support additional projects as assigned.

• Degree holder with at least 4 years of sales and marketing experience, preferably in insurance brokerage (minimum 2 years).
• Strong marketing skills and results-oriented mindset.
• Excellent communication, customer service, and interpersonal skills.
• Proficient in English, both spoken and written; Mandarin skills are a plus.
• Hold IIQE Paper 1, 3, and 5 certifications.

We offer a 5-day workweek, 20-22 days of annual leave, excellent learning & development opportunities, and an attractive compensation package.

All applications will be handled confidentially and retained for up to 24 months. We are an equal opportunity employer and do not discriminate based on race, gender, disability, or family status.

• Employment Type: Full-time
• Job Function: Finance and Sales
• Industry: Insurance

2 days ago Be among the first 25 applicants

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Responsibilities:

• Achieve the business growth and profit objectives of the key broker account business portfolio
• Establish and maintain close relationship with key broker account and clients to maintain, explore and develop business opportunities
• Evaluate risks and provide sound advice and services to direct customer
• Perform the role of underwriter – identify potential risks in order to provide best possible coverage to customer in accordance with Company’s underwriting policy
• Ensure all business to be written in accordance with respective acceptance authority and seek for appropriate reinsurance support or referral when necessary
• Support supervisors in business development, pricing, promotion, sales and distribution channels of the business
• Support supervisor to monitor the team to ensure the effectiveness and efficiency of daily operation, including corporate credit policy, standard on turnaround time and accuracy requirement
• Support supervisor to lead the team and provide technical advice or guidance to subordinates

Requirement:

• Degree holder preferably in insurance or business-related disciplines
• Holder or in progress of professional insurance qualification such as ANZIIF or ACII
• At least 8 years of experience in general insurance in which 2 years should be at supervisory level
• Knowledgeable in general insurance underwriting, ideally in P&C product
• Solid experience in account management
• Excellent customer services, supervisory, communication, interpersonal and presentation skills
• Self-motivated, independent, multi-tasking, result-driven, customer-centric with strong business acumen
• Proficient in both written & spoken English and Chinese
• Hands on PC skills in Microsoft Word, Excel and PowerPoint
• Candidate with less experience will be considered as Assistant Manager

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Human Resources Services

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Get notified about new Brokerage Manager jobs in Hong Kong SAR .

Hong Kong, Hong Kong SAR HK$65,000.00-HK$80,000.00 1 week ago

Kwun Tong District, Hong Kong SAR 1 day ago

Central & Western District, Hong Kong SAR 2 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 us at FWD Insurance as an Assistant Manager, Brokerage & IFA, Strategic Partnership .

FWD Group is a pan-Asian life and health insurance company serving approximately 30 million customers across 10 markets, including BRI Life in Indonesia. Established in 2013, FWD aims to deliver innovative, customer-centric insurance solutions with a tech-enabled approach. The company is listed on the Hong Kong Stock Exchange (stock code 1828). For more information, visit or

• Collaborate with business partners to promote products and develop new business opportunities.
• Achieve sales targets set by the business leadership.
• Share best practices to enhance team performance and business quality.
• Strengthen relationships with existing partners to improve Life, Medical, and Critical Illness products.
• Coordinate with internal teams and communicate effectively with partners to ensure smooth case handling.
• Develop and implement marketing strategies with partners.
• Monitor the persistency rates of IFAs and brokers.
• Support additional projects as assigned.

• Degree holder with at least 4 years of sales and marketing experience, preferably in insurance brokerage (minimum 2 years).
• Strong marketing skills and results-oriented mindset.
• Excellent communication, customer service, and interpersonal skills.
• Proficient in English, both spoken and written; Mandarin skills are a plus.
• Hold IIQE Paper 1, 3, and 5 certifications.

We offer a 5-day workweek, 20-22 days of annual leave, excellent learning & development opportunities, and an attractive compensation package.

All applications will be handled confidentially and retained for up to 24 months. We are an equal opportunity employer and do not discriminate based on race, gender, disability, or family status.

• Employment Type: Full-time
• Job Function: Finance and Sales
• Industry: Insurance