163 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

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

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

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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

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2 days ago Be among the first 25 applicants

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• Develop and monitor sales channels for MCV / HNW market
• Provide daily support (including product and administration training, cases follow up, communication between Company and distributors whenever there are changes in procedures and guidelines) especially for MCV / HNW channels
• Deliver marketing campaign and promotion
• Developing, formulating and implementing sales and marketing strategy to develop new business, build and maintain relationship with sales channels
• Lead and guide new teammate
• Proactively provide prompt, sufficient and necessary support to channels

Key Requirements:

• University graduate in Marketing / Commerce, preferably a holder of professional qualification in Life insurance including FLMI or equivalent
• Passed IIQAS exam and SFC exam are definitely an advantage
• Minimum 3 years of working experience in sales marketing and channel management in life insurance industry
• Professional selling and presentation skill, fluent in Mandarin

We offer 5-day work, good career prospects and attractive remuneration package to the right candidates. Interested parties please send full resume with current & expected salary.

Personal data collected will be strictly used for recruitment purpose only. All unsuccessful applications will be destroyed after two years

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Distribution
• Industries Insurance

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Kwun Tong District, Hong Kong SAR 2 days ago

Hong Kong SAR HK$7,000.00-HK 17,500.00 2 weeks ago

Sha Tin District, Hong Kong SAR 5 days ago

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2 days ago Be among the first 25 applicants

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

• Develop and monitor sales channels for MCV / HNW market
• Provide daily support (including product and administration training, cases follow up, communication between Company and distributors whenever there are changes in procedures and guidelines) especially for MCV / HNW channels
• Deliver marketing campaign and promotion
• Developing, formulating and implementing sales and marketing strategy to develop new business, build and maintain relationship with sales channels
• Lead and guide new teammate
• Proactively provide prompt, sufficient and necessary support to channels

Key Requirements:

• University graduate in Marketing / Commerce, preferably a holder of professional qualification in Life insurance including FLMI or equivalent
• Passed IIQAS exam and SFC exam are definitely an advantage
• Minimum 3 years of working experience in sales marketing and channel management in life insurance industry
• Professional selling and presentation skill, fluent in Mandarin

We offer 5-day work, good career prospects and attractive remuneration package to the right candidates. Interested parties please send full resume with current & expected salary.

Personal data collected will be strictly used for recruitment purpose only. All unsuccessful applications will be destroyed after two years

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Distribution
• Industries Insurance

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

Kwun Tong District, Hong Kong SAR 2 days ago

Hong Kong SAR HK$7,000.00-HK 17,500.00 2 weeks ago

Sha Tin District, Hong Kong SAR 5 days ago

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6 days ago Be among the first 25 applicants

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• Oversee operational activities of securities business, including dealing, settlement, finance, risk management, compliance, with SFC Core Functions Manager-In-Charge responsibilities
• Oversee business development projects and to manage timelines, resources, and budgets effectively
• Foster collaboration, work closely with key stakeholders and take proactive measures to ensure front, middle and back-office operations are carried out efficiently and effectively for the business
• Ensure the corporation fully complies with the relevant SFO and Exchange rules and regulations
• Establish effective internal control policies and systems for the corporation’s operations, and optimize operational procedures constantly
• Drive sustainable growth, minimize costs, and to promote operational excellence.
• In-charge of different kinds of projects, including new system launch

Requirements

• Minimum 5 years of relevant experience working in licensed corporations/ financial institution with operational experience or prior experience as a COO
• Possess strong management and operational capabilities, with in-depth knowledge of back-office operations and risk management for global markets
• With comprehensive understanding of SFC/HKMA rules and regulations with ability to comply with the relevant SFO and Exchange rules and regulations
• Knowledgeable in the applications of financial technology utilized in securities trading systems, including project management experience with system testing and development
• Project management experience in Securities Brokerage is required, especially in new system launch

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Business Development, Management, and Strategy/Planning
• Industries Banking and Financial Services

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Quarry Bay, Hong Kong SAR HK$60,000.00-HK$80,000.00 1 week ago

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6 days ago Be among the first 25 applicants

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

• Oversee operational activities of securities business, including dealing, settlement, finance, risk management, compliance, with SFC Core Functions Manager-In-Charge responsibilities
• Oversee business development projects and to manage timelines, resources, and budgets effectively
• Foster collaboration, work closely with key stakeholders and take proactive measures to ensure front, middle and back-office operations are carried out efficiently and effectively for the business
• Ensure the corporation fully complies with the relevant SFO and Exchange rules and regulations
• Establish effective internal control policies and systems for the corporation’s operations, and optimize operational procedures constantly
• Drive sustainable growth, minimize costs, and to promote operational excellence.
• In-charge of different kinds of projects, including new system launch

Requirements

• Minimum 5 years of relevant experience working in licensed corporations/ financial institution with operational experience or prior experience as a COO
• Possess strong management and operational capabilities, with in-depth knowledge of back-office operations and risk management for global markets
• With comprehensive understanding of SFC/HKMA rules and regulations with ability to comply with the relevant SFO and Exchange rules and regulations
• Knowledgeable in the applications of financial technology utilized in securities trading systems, including project management experience with system testing and development
• Project management experience in Securities Brokerage is required, especially in new system launch

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Business Development, Management, and Strategy/Planning
• Industries Banking and Financial Services

Referrals increase your chances of interviewing at OCBC by 2x

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

Quarry Bay, Hong Kong SAR HK$60,000.00-HK$80,000.00 1 week ago

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Join to apply for the Officer, Sales Management role at Plotio Financial Group Limited

PLOTIO was established in 1983 yet a fast-growing financial institution. We have a wide range of business including real estate, property management, bullion trade as well as environmental service. Today, we keep growing and developing new business to the portfolio. To cope with our expansion, we sincerely invite you to join our team for an ambitious development to be the next generation of leaders.

• Support Sales and Marketing team’s marketing functions and business operation flow, including project management, product promotion, client/channel events, sales related documents and follow-up, etc.
• Support the sales team to achieve Sales KPI & performance.
• Spearhead special market campaigns and promotion programs to boost business growth.
• Perform in-depth marketing research, gathering crucial market information to inform strategic decisions.
• Participate in and coordinate various projects aimed at expanding and improving the business.
• Provide services to channel partners and clients such as enquiries handling, administrative/operation support and reports preparation.
• Work closely with various departments to align business strategies and marketing initiatives.

• Bachelor’s degree holder preferably in business related discipline.
• Minimum 3 years of relevant work experience, preferably within investment industry, Business Development, Sales Support.
• Good command of both spoken and written Mandarin and English.
• Strong problem-solving, critical thinking, and analytical abilities are essential for success.
• Strong people management abilities and leadership skills.
• Flexibility and Willingness to travel overseas (Mainly for Mainland China, Taiwan and elsewhere).

• 5-days work
• Medical Scheme
• Bank holiday
• Life Insurance
• Performance Bonus

• Location: Wan Chai District, Hong Kong SAR
• Salary: HK$65.00 - HK$90.00

• Provide sales and service support to Direct Sales and Agencies to achieve the business target
• Provide coaching and training for Direct Sales to enhance their knowledge on products and compliance requirements
• Initiate, plan and implement special market campaigns and promotion programs
• Conduct marketing research analysis, collect update market information and make recommendation
• Liaise with internal / external parties to arrange promotion activities
• Handle customer complaints and take necessary remedial action to enhance control measures and mitigate the risks
• Ensure commission payment is accurate and punctual
• Prepare regular reports, e.g. KRI and KCSA , to minimize operational risk and for management reporting
• Coordinate / participate in ad hoc projects related to business development

• University degree holder in Business Administration or related disciplines
• Minimum 2 years’ experience in customer service and consumer finance industry at managerial level
• With agency management experience is an advantage
• In depth knowledge of unsecured lending / credit card marketing and operation
• Sound people management / complaint handling skills
• Proficient in MS Office Applications
• Proficient in both spoken and written English and Chinese
• Candidate with less experience will be considered as Assistant Manager

This is a very rewarding and exciting opportunity. We offer an attractive remuneration to the successful candidates. Please forward your resume with present and expected salary by clicking APPLY

All applications will be treated in strict confidence and only be used for recruitment related purpose.