49 Client Relations jobs in Hong Kong
Manager, Client Relations (Hong Kong based)
Posted 13 days ago
Job Viewed
Job Description
Join to apply for the Manager, Client Relations (Hong Kong based) role at Invesco Asia Pacific
Manager, Client Relations (Hong Kong based)Join to apply for the Manager, Client Relations (Hong Kong based) role at Invesco Asia Pacific
As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!
Job Description
Who we are:
With over $1.9 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life.
Key Responsibilities
- Client Understanding and Compliance:
- Develop a comprehensive understanding of the assigned client's organizational structure and investment priorities.
- Ensure thorough knowledge of the client's reporting, regulatory requirements, and servicing guidelines.
- Communication and Relationship Management:
- Establish and maintain regular communication with institutional sales, portfolio management, and key stakeholders.
- Continuously evaluate client needs and design an effective approach to relationship management.
- Client Coordination and Support:
- Promptly and accurately coordinate client requests, facilitating dialogue between clients and internal teams regarding IMA/IG changes, investment reviews, presentations, reporting, and fund account setup/operations.
- Assist with AML documentation during new account onboarding and subsequent refreshes as required by the Compliance/AML team.
- Performance Reviews and Issue Resolution:
- Independently moderate performance reviews with clients and drive solutions to address any operations-related issues or concerns.
- Actively measure and monitor the success of client accounts, focusing on investment and service level execution.
- Project Management:
- Lead or assist with regular client relationship or ad hoc projects, ensuring high quality and client satisfaction.
- Consistently seek ways to enhance client service and improve internal coordination.
- Time and Resource Management:
- Organize and prioritize time and resources to meet goals and expectations.
- Team Collaboration:
- Perform any other duties assigned by the Head of Client Relations or the firm.
- Maintain a harmonious and positive team spirit.
- University degree specializing in Economics, Business or Finance
- Solid 7+ years (4 years for Assistant Manager) Institutional Client Relations working experience within the financial services industry, preferably in asset management sector
- Processes of good understanding of institutional asset management industry, regulation and needs of institutional clients
- Solid knowledge of different investment assets, product capabilities, operations and services
- Fluency in written and oral communication in English, Cantonese and Mandarin Chinese
- Strong team player with high integrity, self-motivated, committed and positive working attitude
- Excellent interpersonal and communication skills, with ability to cooperate in a team environment and work under pressure (individual and team bases) and tight timeline
- Analytical and organizational skills to determine the needs of the client and drive feasible solutions
- Professional and presentable with ability to moderate client review meetings face to face
- Great attention to details with ability to prioritize, multi-task and project manage
- Demonstrate strong numbers aptitude
- Proficiency with Microsoft Office (Word, Excel, and PowerPoint)
- SFC License for RA 1 (Dealing in Securities)
- Chartered Financial Analyst or Chartered Accountant is a distinct advantage
- 25 days annual leave plus flexible paid time off
- Hybrid work schedule
- Learning and development programs
- Health & wellbeing benefits
- Parental Leave benefits
- Employee stock purchase plan
- Apply for the role directly here or at Invesco Careers: Careers at Invesco | APAC.
- About Invesco:
- About our Culture:
- About our CR program:
Full time
Worker Type
Employee
Job Exempt (Yes / No)
Yes
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 Full-time
- Job function Sales and Business Development
- Industries Investment Management and Financial Services
Referrals increase your chances of interviewing at Invesco Asia Pacific by 2x
Get notified about new Client Manager jobs in Hong Kong, Hong Kong SAR .
Client Account Manager - Global Family and Institutional Wealth Assistant Manager, Customer Relationship Client Solutions Manager, eCommerce, Greater China Manager, Customer Experience & Relations Senior Vice President, Client Onboarding Group ManagerKowloon City District, Hong Kong SAR 5 days ago
Client Relationship Manager - FT Professional Customer Relationship Manager (Customer Contact Centre) (HK) Private Bank Relationship Manager- Wealth Management (Hong Kong) Manager, Customer Experience & Tourism BusinessSha Tin District, Hong Kong SAR 1 week ago
Associate Relationship Manager (Hong Kong)Kwun Tong District, Hong Kong SAR 3 months ago
Branch Service Executive/General Banking Manager/Customer Relationship Manager (HK)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrManager, Client Relations (Hong Kong based)
Posted 10 days ago
Job Viewed
Job Description
Join to apply for the Manager, Client Relations (Hong Kong based) role at Invesco Asia Pacific
Manager, Client Relations (Hong Kong based)Join to apply for the Manager, Client Relations (Hong Kong based) role at Invesco Asia Pacific
As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. 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, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!
Job Description
Who we are:
With over $1.9 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life.
Key Responsibilities
- Client Understanding and Compliance:
- Develop a comprehensive understanding of the assigned client's organizational structure and investment priorities.
- Ensure thorough knowledge of the client's reporting, regulatory requirements, and servicing guidelines.
- Communication and Relationship Management:
- Establish and maintain regular communication with institutional sales, portfolio management, and key stakeholders.
- Continuously evaluate client needs and design an effective approach to relationship management.
- Client Coordination and Support:
- Promptly and accurately coordinate client requests, facilitating dialogue between clients and internal teams regarding IMA/IG changes, investment reviews, presentations, reporting, and fund account setup/operations.
- Assist with AML documentation during new account onboarding and subsequent refreshes as required by the Compliance/AML team.
- Performance Reviews and Issue Resolution:
- Independently moderate performance reviews with clients and drive solutions to address any operations-related issues or concerns.
- Actively measure and monitor the success of client accounts, focusing on investment and service level execution.
- Project Management:
- Lead or assist with regular client relationship or ad hoc projects, ensuring high quality and client satisfaction.
- Consistently seek ways to enhance client service and improve internal coordination.
- Time and Resource Management:
- Organize and prioritize time and resources to meet goals and expectations.
- Team Collaboration:
- Perform any other duties assigned by the Head of Client Relations or the firm.
- Maintain a harmonious and positive team spirit.
- University degree specializing in Economics, Business or Finance
- Solid 7+ years (4 years for Assistant Manager) Institutional Client Relations working experience within the financial services industry, preferably in asset management sector
- Processes of good understanding of institutional asset management industry, regulation and needs of institutional clients
- Solid knowledge of different investment assets, product capabilities, operations and services
- Fluency in written and oral communication in English, Cantonese and Mandarin Chinese
- Strong team player with high integrity, self-motivated, committed and positive working attitude
- Excellent interpersonal and communication skills, with ability to cooperate in a team environment and work under pressure (individual and team bases) and tight timeline
- Analytical and organizational skills to determine the needs of the client and drive feasible solutions
- Professional and presentable with ability to moderate client review meetings face to face
- Great attention to details with ability to prioritize, multi-task and project manage
- Demonstrate strong numbers aptitude
- Proficiency with Microsoft Office (Word, Excel, and PowerPoint)
- SFC License for RA 1 (Dealing in Securities)
- Chartered Financial Analyst or Chartered Accountant is a distinct advantage
- 25 days annual leave plus flexible paid time off
- Hybrid work schedule
- Learning and development programs
- Health & wellbeing benefits
- Parental Leave benefits
- Employee stock purchase plan
- Apply for the role directly here or at Invesco Careers: Careers at Invesco | APAC.
- About Invesco:
- About our Culture:
- About our CR program:
Full time
Worker Type
Employee
Job Exempt (Yes / No)
Yes
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 Full-time
- Job function Sales and Business Development
- Industries Investment Management and Financial Services
Referrals increase your chances of interviewing at Invesco Asia Pacific by 2x
Get notified about new Client Manager jobs in Hong Kong, Hong Kong SAR .
Client Account Manager - Global Family and Institutional Wealth Assistant Manager, Customer Relationship Client Solutions Manager, eCommerce, Greater China Manager, Customer Experience & Relations Senior Vice President, Client Onboarding Group ManagerKowloon City District, Hong Kong SAR 5 days ago
Client Relationship Manager - FT Professional Customer Relationship Manager (Customer Contact Centre) (HK) Private Bank Relationship Manager- Wealth Management (Hong Kong) Manager, Customer Experience & Tourism BusinessSha Tin District, Hong Kong SAR 1 week ago
Associate Relationship Manager (Hong Kong)Kwun Tong District, Hong Kong SAR 3 months ago
Branch Service Executive/General Banking Manager/Customer Relationship Manager (HK)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrQA Testing & Client Support for SaaS
Posted 11 days ago
Job Viewed
Job Description
Join to apply for the QA Testing & Client Support for SaaS role at Frontline Data Solutions
5 days ago Be among the first 25 applicants
Join to apply for the QA Testing & Client Support for SaaS role at Frontline Data Solutions
Frontline Data Solutions provided pay rangeThis range is provided by Frontline Data Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range$23,000.00/yr - $26,000.00/yr
Frontline Data Solutions provides web-based environmental, health, and safety software to some of the world's leading chemical, oil & gas, and manufacturing companies. Frontline is a fully distributed organization, and all roles, including this one, can be performed from any location within the United States. Frontline is unique in that it combines the fast-paced, entrepreneurial environment of a start-up software company with the stability and reputation that reflects its 26-year history of serving blue-chip industrial customers.
As a Quality Assurance (QA) team member at Frontline Data Solutions, you’ll play a critical role in ensuring the reliability, usability, and performance of our EHS software. You will be responsible for identifying bugs, testing new features, and collaborating with developers and support staff to maintain high product standards. This role requires strong attention to detail, excellent communication skills, and the ability to think critically from the end-user’s perspective.
The right candidate will have the technical aptitude to understand complex systems and the communication skills to clearly document issues and lead user testing efforts. Frontline's work culture combines the fast-paced, entrepreneurial spirit of a startup software company with the professionalism and stability that reflect our 24-year track record.
The Role
- Frontline is looking for a mid-level QA Testing & Client Support Specialist to be a critical member of our Engineering team.
- Become an expert in several web-based software products.
- Perform Quality Assurance (QA) testing on bug fixes and feature releases.
- Document QA test findings and communicate with software developers
- Support existing customers over the phone and email on technical issues.
- Maintain and update documentation in the online help system.
Skills You'll Need
- MANDATORY: Experience with automated testing, especially with Microsoft Playwright
- Bachelor’s Degree or equivalent
- 3+ years’ experience in providing client support for a technical product, preferably enterprise software
- Experience supporting third-party enterprise software (NOT general IT help desk support)
- Experience writing manual test cases, Experience writing automated test cases (MANDATORY)
- Strong verbal and written communication skills
- Experience with Azure DevOps
- Work within a company with a solid track record of success
- Excellent career development opportunities
- Attractive salary & benefits
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Quality Assurance
- Industries Software Development and Information Services
Referrals increase your chances of interviewing at Frontline Data Solutions by 2x
Get notified about new Quality Assurance Support jobs in Hong Kong SAR .
Quality Assurance Engineers – Global MNC | Fully Remote Quality Assurance Engineer/QA Roles - Canto Freelance Language Data Quality Reviewer Chinese SimplifiedWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrSenior Manager, MPF Relationship Management

Posted 16 days ago
Job Viewed
Job Description
**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)
Posted 11 days ago
Job Viewed
Job Description
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!
- 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
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.
- 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 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 Other
- 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 AsiaWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrConsulting Associate (Relationship Management Trainee Program)
Posted 10 days ago
Job Viewed
Job Description
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!
- 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
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.
- 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 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 Other
- 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 AsiaWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrHead of Relationship Management (Learning and Development)
Posted 4 days ago
Job Viewed
Job Description
Join to apply for the Head of Relationship Management (Learning and Development) role at The Hong Kong Institute of Bankers
Head of Relationship Management (Learning and Development)1 month ago Be among the first 25 applicants
Join to apply for the Head of Relationship Management (Learning and Development) role at The Hong Kong Institute of Bankers
The Hong Kong Institute of Bankers (HKIB) is a professional organisation in Hong Kong established in 1963. The institute is devoted to enhance the competitive edge of members in the banking and financial industries through the provision of quality education, training and examinations relevant to their needs.
Job Description
We are now looking for:
To drive and sustain the development of the Institute by promoting quality Professional Qualification Programmes, including the Enhanced Competence Framework (ECF) and Certified Banker (CB), as well as Continuing Development Programmes (CDP). Our aim is to enhance the competency standards of the banking industry and elevate HKIB as the authoritative institute in setting these standards in Hong Kong and across the region.
Job Responsibilities
- Manage the relationships with banks covering all HKIB business lines (ECF, CB, CDP, Membership and Events)
- Assist the Professional Competence Development team in formulating strategies to promote and position HKIB professional qualifications to banks.
- Responsible for product development, marketing and sales of continuing development programme for all industry practitioners
- Lead the Business Development Team and China Development Team, covering both HK and ex-HK businesses
- Drive team performance by setting strategic direction and formulating business strategies
- Develop strategies to build collaborations with business partners and trainers to support the Institute’s development
- Degree holder in any discipline
- Minimum 12 years of experience preferably in training or front-line business functions with the education/banking sector, of which at least 5 is at management level
- Holders of HKIB professional qualifications such as Certified Banker (CB) or ECF qualifications are preferable
- Experience in banking product development or training & development will be an added advantage
- Exceptional leadership skills and proven ability to manage multiple responsibilities in a fast-paced environment with critical deadlines
- Excellent interpersonal skills to work with people at all levels
- Strong project management, analytical and problem-solving skills
- Able to establish network with senior executives within the industry
- Energetic, self-motivated, resourceful, and result oriented
- Excellent command in both written and spoken English, Cantonese and Putonghua
Applicants are welcomed to visit our website for further information about the institute.
Data collected will be used for recruitment purposes only. Personal data provided by job applications will be used strictly in accordance with the Personal Data (Privacy) Ordinance. We regret that only the shortlisted candidates will be notified. Seniority level
- Seniority level Executive
- Employment type Other
- Job function Finance, Sales, and Human Resources
- Industries Non-profit Organizations
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Senior Director, Relationship Management Senior Director, Relationship Management Team Head, Client Relationship Management, Private Banking Team Head, Relationship Management, Wealth Management Head of Industry, eCommerce, Gaming, and Travel Team Head, Relationship Management, Wealth Management Senior Relationship Manager, Asia Intermediaries Director of Sales And Business Development Head of Client Acceptance, Global Incorporations Sales Director (Hybrid-Flexible Options)Wan Chai District, Hong Kong SAR 2 weeks ago
Head of SME Banking (Product and Strategy) Key Account Director, Consumer, Global Account ProgramWan Chai District, Hong Kong SAR 1 week ago
Regional Sales Director - Medium Enterprise (Net New)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Head of Relationship Management (Learning and Development)
Posted 10 days ago
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Job Description
Join to apply for the Head of Relationship Management (Learning and Development) role at The Hong Kong Institute of Bankers
Head of Relationship Management (Learning and Development)1 month ago Be among the first 25 applicants
Join to apply for the Head of Relationship Management (Learning and Development) role at The Hong Kong Institute of Bankers
The Hong Kong Institute of Bankers (HKIB) is a professional organisation in Hong Kong established in 1963. The institute is devoted to enhance the competitive edge of members in the banking and financial industries through the provision of quality education, training and examinations relevant to their needs.
Job Description
We are now looking for:
To drive and sustain the development of the Institute by promoting quality Professional Qualification Programmes, including the Enhanced Competence Framework (ECF) and Certified Banker (CB), as well as Continuing Development Programmes (CDP). Our aim is to enhance the competency standards of the banking industry and elevate HKIB as the authoritative institute in setting these standards in Hong Kong and across the region.
Job Responsibilities
- Manage the relationships with banks covering all HKIB business lines (ECF, CB, CDP, Membership and Events)
- Assist the Professional Competence Development team in formulating strategies to promote and position HKIB professional qualifications to banks.
- Responsible for product development, marketing and sales of continuing development programme for all industry practitioners
- Lead the Business Development Team and China Development Team, covering both HK and ex-HK businesses
- Drive team performance by setting strategic direction and formulating business strategies
- Develop strategies to build collaborations with business partners and trainers to support the Institute’s development
- Degree holder in any discipline
- Minimum 12 years of experience preferably in training or front-line business functions with the education/banking sector, of which at least 5 is at management level
- Holders of HKIB professional qualifications such as Certified Banker (CB) or ECF qualifications are preferable
- Experience in banking product development or training & development will be an added advantage
- Exceptional leadership skills and proven ability to manage multiple responsibilities in a fast-paced environment with critical deadlines
- Excellent interpersonal skills to work with people at all levels
- Strong project management, analytical and problem-solving skills
- Able to establish network with senior executives within the industry
- Energetic, self-motivated, resourceful, and result oriented
- Excellent command in both written and spoken English, Cantonese and Putonghua
Applicants are welcomed to visit our website for further information about the institute.
Data collected will be used for recruitment purposes only. Personal data provided by job applications will be used strictly in accordance with the Personal Data (Privacy) Ordinance. We regret that only the shortlisted candidates will be notified. Seniority level
- Seniority level Executive
- Employment type Other
- Job function Finance, Sales, and Human Resources
- Industries Non-profit Organizations
Referrals increase your chances of interviewing at The Hong Kong Institute of Bankers by 2x
Get notified about new Head of Relationship Management jobs in Hong Kong SAR .
Senior Director, Relationship Management Senior Director, Relationship Management Team Head, Client Relationship Management, Private Banking Team Head, Relationship Management, Wealth Management Head of Industry, eCommerce, Gaming, and Travel Team Head, Relationship Management, Wealth Management Senior Relationship Manager, Asia Intermediaries Director of Sales And Business Development Head of Client Acceptance, Global Incorporations Sales Director (Hybrid-Flexible Options)Wan Chai District, Hong Kong SAR 2 weeks ago
Head of SME Banking (Product and Strategy) Key Account Director, Consumer, Global Account ProgramWan Chai District, Hong Kong SAR 1 week ago
Regional Sales Director - Medium Enterprise (Net New)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrSenior Team Head, Corporate Relationship Management, Business Banking
Posted 11 days ago
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Job Description
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 Banking1 day ago Be among the first 25 applicants
Join to apply for the Senior Team Head, Corporate Relationship Management, Business Banking role at Bank of China (Hong Kong)
Direct message the job poster from Bank of China (Hong Kong)
- 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
- 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
- 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
Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Business Development
- Industries Banking, Capital Markets, and Financial Services
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Team Head, Relationship Management, Wealth Management Team Head, Relationship Management, Wealth ManagementCentral & Western District, Hong Kong SAR 1 day ago
Team Head - Non-Bank Financial Institutions SVPHong Kong, Hong Kong SAR
HK$90,000.00
-
HK$120,000.00
1 week ago
Kowloon City District, Hong Kong SAR 1 week ago
Regional Head of Employee Relations, Asia Vice President, Team Lead, Loans Operations Director, Head of Money Movement Solutions(MMS), Greater ChinaWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrSVP, Team Lead, HR Relationship Management, Human Resources
Posted 18 days ago
Job Viewed
Job Description
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 ResourcesJoin 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
- 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
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 Full-time
- Job function Information Technology
- Industries Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at DBS Bank by 2x
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Senior Officer / Assistant Manager, Company Secretary Senior Manager, Charities (Representative Offices in Mainland China) Deputy Executive Manager/ Senior Charities Manager Director, Senior Relationship Manager (HK Corporate) Vice President / Director, Senior Relationship Manager, China Corporate WeChat Pay - Senior Business Development Manager Deputy Executive Manager/Senior Manager, Charities (Institute of Philanthropy) Associate/Senior Associate/Manager - Assurance - EG - Hong Kong Senior Manager, Territory & Business Development Senior Manager, Charities (Talent & Sector Development, Bright Start 2.0) Assistant Manager / Senior Officer (Residential - Serviced Apartment)Central & Western District, Hong Kong SAR 1 week ago
Associate/Senior Associate/Manager - Assurance - IG - Hong Kong Head / Senior Manager of Local Enterprise VP, Team Leader, Know Your Customer, SME Banking Senior Manager, Charities (YDPA - Nurturing I&T Youth) Senior Manager, Charities / Deputy Executive Manager, Charities (TIP: Science Education)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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