342 Brokerage Manager jobs in Hong Kong

Responsibilities:

• Explore new business opportunities from Brokerage, Asset Management and Investment Banking Division customers
• Provide competitive and comprehensive investment advisory services to clients
• Assist the department head of the brokerage business in formulating section development strategies and market development goals.
• Conduct market research, pay attention to collecting feedback and suggestions from clients and employees to improve departmental work; proactively provide data, product, and service quality information to leadership and relevant company departments, offering suggestions for optimizing business processes and resolving issues
• Develop and maintain good relationship with business channel
• Opportunities to travel to mainland China (to cities such as Beijing, Shanghai, Shenzhen, Wuhan, Xiamen, or Changsha) for professional exchange and training programs
• To perform ad hoc projects as required

Requirements:

• Degree holder in Finance or other related disciplines
• Minimum of 4 years' relevant working experience in Finance industry
• Qualified for license type 1 & 4 under SFC
• Good command of written and spoken English and Chinese, fluency in Putonghua
• Excellent communication, analytical and problem-solving skills
• Independent, attention to details and able to work under pressure to meet tight deadlines
• Immediately available is highly preferred

Attractive remuneration will be offered to the right candidate.  Interested parties please email your full resume with present & expected salary and date of availability to or via "Quick Apply".

Personal data collected would be used for recruitment purpose only.

Responsibilities:

• Explore new business opportunities from Brokerage, Asset Management and Investment Banking Division customers
• Provide competitive and comprehensive investment advisory services to clients
• Assist the department head of the brokerage business in formulating section development strategies and market development goals.
• Conduct market research, pay attention to collecting feedback and suggestions from clients and employees to improve departmental work; proactively provide data, product, and service quality information to leadership and relevant company departments, offering suggestions for optimizing business processes and resolving issues
• Develop and maintain good relationship with business channel
• Opportunities to travel to mainland China (to cities such as Beijing, Shanghai, Shenzhen, Wuhan, Xiamen, or Changsha) for professional exchange and training programs
• To perform ad hoc projects as required

Requirements:

• Degree holder in Finance or other related disciplines
• Minimum of 4 years' relevant working experience in Finance industry
• Qualified for license type 1 & 4 under SFC
• Good command of written and spoken English and Chinese, fluency in Putonghua
• Excellent communication, analytical and problem-solving skills
• Independent, attention to details and able to work under pressure to meet tight deadlines
• Immediately available is highly preferred

Attractive remuneration will be offered to the right candidate.  Interested parties please email your full resume with present & expected salary and date of availability to or via "Quick Apply".

Personal data collected would be used for recruitment purpose only.

Responsibilities:

Explore new business opportunities from Brokerage, Asset Management and Investment Banking Division customers

Provide competitive and comprehensive investment advisory services to clients

Assist the department head of the brokerage business in formulating section development strategies and market development goals.

Conduct market research, pay attention to collecting feedback and suggestions from clients and employees to improve departmental work; proactively provide data, product, and service quality information to leadership and relevant company departments, offering suggestions for optimizing business processes and resolving issues

Develop and maintain good relationship with business channel

Opportunities to travel to mainland China (to cities such as Beijing, Shanghai, Shenzhen, Wuhan, Xiamen, or Changsha) for professional exchange and training programs

To perform ad hoc projects as required

Requirements:

Degree holder in Finance or other related disciplines

Minimum of 4 years' relevant working experience in Finance industry

Qualified for license type 1 & 4 under SFC

Good command of written and spoken English and Chinese, fluency in Putonghua

Excellent communication, analytical and problem-solving skills

Independent, attention to details and able to work under pressure to meet tight deadlines

Immediately available is highly preferred

Attractive remuneration will be offered to the right candidate. Interested parties please email your full resume with present & expected salary and date of availability to (email redacted, apply via Company website) or via "Quick Apply".

Personal data collected would be used for recruitment purpose only.

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

Full-time

Job Duties:

• Work closely with Assistant Vice President of Brokerage Channel to implement of business strategy that meets the company's business goals.
• Formulate promotion campaigns to enhance the business relations with business partners so as to enable business growth.
• Develop new business partners.
• Prepare and provide sales training and coaching support to business partners.
• Work cross functionally to drive and enhance the operation processes which support the growth of the brokerage business.

Qualifications & Requirements:

• University Graduate with at least 7 years relevant working experiences on sales, business development and training.
• Highly familiar with brokerage market in local and overseas.
• Good connections with brokers/ IFAs.
• Excellent communication in English & Mandarin and presentation skills.
• High level of integrity and determination to succeed.

Position Description

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.

• Work closely with Head of Brokerage to implement of business strategy that meets the company's business goals.
• Formulate promotion campaigns to enhance the business relations with business partners so as to enable business growth.
• Develop new business partners.
• Prepare and provide sales training and coaching support to business partners.
• Work cross functionally to drive and enhance the operation processes which support the growth of the brokerage business.

Qualifications & Requirements:

• University Graduate with at least 7 years relevant working experiences on sales, business development and training.
• Highly familiar with brokerage market in local and overseas. (Prefers in Bank Broker & International Channel)
• Good connections with brokers/ IFAs.
• Excellent communication in English & Mandarin and presentation skills.
• High level of integrity and determination to succeed.

· Formulate and implement business development initiatives to different target segments including local customers and MCV customers

· Able to collaborate with other internal business teams

· Gather market intelligence and contribute to overall product and marketing strategies for the company

· Develop and implement internal controls and procedures for broker on-boarding, due diligence and compensation management

· Monitor sales and operation functions to ensure all business activities comply with internal and external regulatory requirements

· P& L accountable, prepare sales and budget plans

· Provide sales team management and coach account managers to develop relevant knowledge and skills

Job Requirements:

· 5 year+ experience in brokerage sales/sales management experience

· Solid experience with both Local and MCV markets

· Resourceful

· Good spoken and written English and Mandarin

· Proficiency in MS Word, Excel, PowerPoint

· Strong presentation and relationship management skills

· Helpful, outgoing, independent and flexible

Job Description

Some careers have more impact than others.
If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC Life is a world-class institution where you can specialize in Insurance but enjoy the advantages that come with being part of a leading global international bank. Insurance is about people, and the promises they make.

At HSBC Life we help deliver on these promises by providing a wide variety of life insurance products and services to our clients throughout the Asia-Pacific Region. Our Employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our team of high-performing individuals to build skills and explore new experiences to realise the full potential of being part of HSBC.

Together we pursue efficient ways of working. We harness the latest data and technology solutions to achieve meaningful outcomes for our clients. The protection we offer creates broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.

We are currently seeking a high calibre professional to join our team as a
Senior Brokerage Business Development Manager.
Principal Responsibilities
In this role you will

• Identify and pursue new business opportunities to achieve growth targets
• Develop and implement strategic business development plans to expand the insurance portfolio through broker channel
• Lead onboarding of new partnerships with Middle East broker partners and maintain strong relationships with the broker partners
• Collaborate with broker partners to develop and execute joint business initiatives
• Establish the sales process and operating model by working closely with internal stakeholders to support Middle East business to optimize the application conversion
• Be the key supporting role for sales consultants of Middle East broker partners on daily basis

Requirements
To be successful you will need

• Bachelor's degree in Business, Marketing, Finance, or a related field
• Solid experience and understanding in life insurance products, market trends, and regulatory requirements, preferably in Broker channel business
• Solid experience in business development, sales, or a related role within the insurance industry
• Insurance related license is required, including completion of Insurance Intermediaries Qualifying Examination Paper 1,2,3 and compliance with related Continuing Professional Development (CPD) requirements
• Proven track record of achieving business growth and developing strategic partnerships
• Excellent communication, negotiation, and interpersonal skills
• Strong analytical and problem-solving skills
• Ability to work independently and as part of a team

Opening up a world of opportunity

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

HSBCLife2025

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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.

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• Seniority level Director

• Employment type Full-time

• Job function Design, Project Management, and Product Management

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