327 Client Relationship jobs in Hong Kong
Client Relationship Officer
Posted today
Job Viewed
Job Description
Join to apply for the Client Relationship Officer role at EFG International .
4 weeks ago Be among the first 25 applicants
Responsibilities include:
- Adherence to laws, regulations, and internal policies including risk and compliance policies.
- Completion of mandatory risk and compliance training.
- Proactive risk identification and escalation.
- Timely risk mitigation and issue resolution.
- Introducing banking services to prospective clients.
- Supporting business performance goals.
- Providing private banking services such as banking, investment, wealth planning, and trust.
- Performing KYC/AML due diligence during account opening and periodic reviews.
- Assessing clients' investment risk profiles and ensuring product suitability.
- Coordinating with investment units for product information and market updates.
- Monitoring clients’ portfolios for compliance and risk, including managing collateral and losses.
- Maintaining proper records of all transactions and documentation.
- Managing business expenses efficiently.
Qualifications include licenses Type 1 and Type 4, CPWP certification, and a university degree or equivalent.
Preferred skills encompass financial analysis, market knowledge, change management, product knowledge, strategy, regulatory relationships, conduct management, operational risk, relationship management, and sales skills.
Additional Details- Seniority level: Entry level
- Employment type: Full-time
- Job function: Finance and Sales
- Industry: Banking
This job posting appears active; no indication of expiration.
#J-18808-LjbffrClient Relationship Officer
Posted today
Job Viewed
Job Description
Join to apply for the Client Relationship Officer role at EFG International .
4 weeks ago Be among the first 25 applicants
Responsibilities include:
- Adherence to laws, regulations, and internal policies including risk and compliance policies.
- Completion of mandatory risk and compliance training.
- Proactive risk identification and escalation.
- Timely risk mitigation and issue resolution.
- Introducing banking services to prospective clients.
- Supporting business performance goals.
- Providing private banking services such as banking, investment, wealth planning, and trust.
- Performing KYC/AML due diligence during account opening and periodic reviews.
- Assessing clients' investment risk profiles and ensuring product suitability.
- Coordinating with investment units for product information and market updates.
- Monitoring clients’ portfolios for compliance and risk, including managing collateral and losses.
- Maintaining proper records of all transactions and documentation.
- Managing business expenses efficiently.
Qualifications include licenses Type 1 and Type 4, CPWP certification, and a university degree or equivalent.
Preferred skills encompass financial analysis, market knowledge, change management, product knowledge, strategy, regulatory relationships, conduct management, operational risk, relationship management, and sales skills.
Additional Details- Seniority level: Entry level
- Employment type: Full-time
- Job function: Finance and Sales
- Industry: Banking
This job posting appears active; no indication of expiration.
#J-18808-LjbffrTreasures Private Client Relationship Manager
Posted 10 days ago
Job Viewed
Job Description
Join to apply for the Treasures Private Client Relationship Manager role at DBS Bank
Treasures Private Client Relationship Manager3 months ago Be among the first 25 applicants
Join to apply for the Treasures Private Client Relationship Manager role at DBS Bank
Business Function
DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.
Business Function
DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.
Treasures Private Client Relationship Manager is responsible for driving TPC business through promoting of full range of wealth management products and services to the customers. The increment is accountable for the sales, service, customer growth and retention performance of the TPC segment.
Responsibilities
- Identify customer needs through financial needs analysis / planning and provide appropriate solutions on a broad range of banking & wealth management products.
- Offer suitable wealth management products/services in accordance with the customers’ profile, promote and explain the products & their associated risks, if any, to the clients
- Maintain regular contact with clients to build & deepen relationship and reduce attrition.
- Update customers on the latest product/market information and their account status to increase utilization & product penetration, and increase share of customer’s wallets through portfolio review and cross selling
- Attend to customers’ queries on wealth management incl. investment & treasury products needs
- Maximize client assets and revenues from its AUM (Asset Under Management)
- With PWMA qualification will be preferred
- Solid credit with strong banking knowledge and business ethics, with minimum 5 years’ sales experience in consumer banking, preferably with specialization in the affluent/private banking segment
- Consistent and proven sales track record in wealth management products
- Knowledge of home loans, unit trust, insurance, wealth management, etc. products of the Bank
- Knowledge of financial planning and analysis, credit assessment and analysis
- Knowledge of market trends and competitive activities in general industries; awareness of overseas markets; understanding of competition and reaction to, the impact on, and opportunities created for TPC segment
- Must be registered RI (Regulated Activities; Types 1 & 4)
- Degree Holder or equivalent, preferably in Marketing, Finance or other Business disciplines
- CFP, CFA or equivalent qualifications will be an advantage
- Fulfillment of requirements under the Enhanced Competency Framework preferred
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-The Center
Job
Relationship Management
Job Posting
May 16, 2025, 2:35:19 AM Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Finance and Sales
- Industries Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at DBS Bank by 2x
Get notified about new Private Client Manager jobs in Hong Kong, Hong Kong SAR .
Private Wealth Management Asia, Relationship Manager, Greater China Team Multi Family Office - Wealth Manager - Private Banker Senior Relationship Manager – External Asset Manager Platform Hong Kong / Singapore Private Bank Relationship Manager- Wealth Management (Hong Kong) VIP Client - Senior BD & RM (Wealth Managment) Associate Director, Restructuring, InterpathWan Chai District, Hong Kong SAR 1 week ago
International Private Bank - Relationship Manager - Vice President/Director/Managing Director Private Banking - KYC & Client Onboarding Manager (Ref no: KCOM-CN) Managing Director/Executive Director/Director, Relationship Management, Wealth Management Asia Wealth Management - MSI Night Desk, Hong Kong Associate Relationship Manager (Hong Kong) Personal Banking Manager, Channel & Wealth Management Asset & Wealth Management, Third Party Wealth, Alternative Sales, Vice President, Hong Kong 2025 Asset and Wealth Management Challenge - Hong Kong Wealth Management - Business Development SpecialistWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrTreasures Private Client Relationship Manager
Posted 3 days ago
Job Viewed
Job Description
Join to apply for the Treasures Private Client Relationship Manager role at DBS Bank
Treasures Private Client Relationship Manager3 months ago Be among the first 25 applicants
Join to apply for the Treasures Private Client Relationship Manager role at DBS Bank
Business Function
DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.
Business Function
DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.
Treasures Private Client Relationship Manager is responsible for driving TPC business through promoting of full range of wealth management products and services to the customers. The increment is accountable for the sales, service, customer growth and retention performance of the TPC segment.
Responsibilities
- Identify customer needs through financial needs analysis / planning and provide appropriate solutions on a broad range of banking & wealth management products.
- Offer suitable wealth management products/services in accordance with the customers’ profile, promote and explain the products & their associated risks, if any, to the clients
- Maintain regular contact with clients to build & deepen relationship and reduce attrition.
- Update customers on the latest product/market information and their account status to increase utilization & product penetration, and increase share of customer’s wallets through portfolio review and cross selling
- Attend to customers’ queries on wealth management incl. investment & treasury products needs
- Maximize client assets and revenues from its AUM (Asset Under Management)
- With PWMA qualification will be preferred
- Solid credit with strong banking knowledge and business ethics, with minimum 5 years’ sales experience in consumer banking, preferably with specialization in the affluent/private banking segment
- Consistent and proven sales track record in wealth management products
- Knowledge of home loans, unit trust, insurance, wealth management, etc. products of the Bank
- Knowledge of financial planning and analysis, credit assessment and analysis
- Knowledge of market trends and competitive activities in general industries; awareness of overseas markets; understanding of competition and reaction to, the impact on, and opportunities created for TPC segment
- Must be registered RI (Regulated Activities; Types 1 & 4)
- Degree Holder or equivalent, preferably in Marketing, Finance or other Business disciplines
- CFP, CFA or equivalent qualifications will be an advantage
- Fulfillment of requirements under the Enhanced Competency Framework preferred
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-The Center
Job
Relationship Management
Job Posting
May 16, 2025, 2:35:19 AM Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Finance and Sales
- Industries Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at DBS Bank by 2x
Get notified about new Private Client Manager jobs in Hong Kong, Hong Kong SAR .
Private Wealth Management Asia, Relationship Manager, Greater China Team Multi Family Office - Wealth Manager - Private Banker Senior Relationship Manager – External Asset Manager Platform Hong Kong / Singapore Private Bank Relationship Manager- Wealth Management (Hong Kong) VIP Client - Senior BD & RM (Wealth Managment) Associate Director, Restructuring, InterpathWan Chai District, Hong Kong SAR 1 week ago
International Private Bank - Relationship Manager - Vice President/Director/Managing Director Private Banking - KYC & Client Onboarding Manager (Ref no: KCOM-CN) Managing Director/Executive Director/Director, Relationship Management, Wealth Management Asia Wealth Management - MSI Night Desk, Hong Kong Associate Relationship Manager (Hong Kong) Personal Banking Manager, Channel & Wealth Management Asset & Wealth Management, Third Party Wealth, Alternative Sales, Vice President, Hong Kong 2025 Asset and Wealth Management Challenge - Hong Kong Wealth Management - Business Development SpecialistWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrManager/Senior Manager, Client Relationship Management
Posted 3 days ago
Job Viewed
Job Description
+ Interact with existing clients to strengthen relationships by understanding their investment needs and servicing them accordingly.
+ Work closely with Asia ex Japan Institutional Sales team and ensure timely responses and solutions are provided to clients' queries.
+ Coordinate with various internal stakeholders within the Public and Private Markets groups to facilitate discussions and coordinate product launch and other related marketing and servicing activities.
+ Assist with the onboarding process of new clients, including legal & KYC documentation, account opening and due diligence process. Engaging with legal & compliance partners and other internal / external stakeholders to ensure smooth onboarding.
+ Support marketing efforts, including review of RFPs, modifying or translation of marketing materials and due diligence materials for clients
+ Assist in client events / roadshows and any other client servicing or marketing activities to strengthen client relationships and promote our Manulife's products/ investment capabilities
+ Build expertise by monitoring the markets and regulatory environment to proactively identify trends; anticipate and communicate opportunities and risks to internal stakeholders
**Required Qualifications:**
+ At least 5-8 years of overall experience in areas of client servicing and relationship management (Experience with a focus on servicing private market clients would be an advantage)
+ Experience in client facing activities, such as cross-selling and regular contact with clients in order to understand their investment needs
+ Good understanding of Asian (in particular Korean) institutional clients' requirements
+ Good organizational skills; demonstrated history of being results-oriented, ability to multitask and prioritize, keen attention to detail
+ Ability to work collaboratively with internal departments across global offices.
+ Good knowledge of public market as well as private markets asset classes (includes but not limited to private equity and credit, infrastructure, real estate equity and debt, timberland and farmland).
+ Experience in handling clients onboarding (Experience in handling private market client onboarding and have the ability to navigate and interpret private funds documentation would be an advantage)
+ Strong teamwork and interpersonal skills; willingness to engage with multiple stakeholders.
+ Fluent in English and Korean. Strong written communication skills in English and Korean. Ability to write clearly and concisely in client communications and explain complex concepts to clients
+ University degree with CFA designation is an asset.
+ Ability to work with minimal supervision
+ Candidates with more experience especially in private markets would be considered for an Associate Director position.
**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**
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Private Client Desk Relationship Manager, China Team - Global Private Banking
Posted 1 day ago
Job Viewed
Job Description
Join to apply for the Private Client Desk Relationship Manager, China Team - Global Private Banking role at HSBC
Private Client Desk Relationship Manager, China Team - Global Private Banking4 days ago Be among the first 25 applicants
Join to apply for the Private Client Desk Relationship Manager, China Team - Global Private Banking role at HSBC
Some careers shine brighter than others
If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. 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.
Job Description
Some careers shine brighter than others
If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. 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.
International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.
We are currently seeking a high calibre professional to join our team as a Private Client Desk Relationship Manager.
Principal Responsibilities
In this role you will
- Provide the full suite of wealth management and banking services to HSBC’s high net worth individual clients
- Establish new private banking relationships and manage existing relationships in order to grow portfolio Assets Under Management and Revenue
- Monitor clients’ portfolios on a regular basis to identify additional business opportunities and revenue growth potential
- Work closely with other HSBC departments, including Wealth and Personal Banking, Commercial Banking and Global Banking and Markets, to identify cross-selling opportunities and bring all of HSBC’s relevant products and services to our clients
- Work closely with internal credit advisors to provide bespoke lending solutions and grow lending balances
- Leverage HSBC’s channels, network and brand to pursue business development activities with a focus on International Private Wealth clients
- Ensure strict compliance with HSBC’s internal control standards, including areas of risk, regulatory compliance and financial crime compliance
To be successful you will need
- Solid years of relationship management experience, ideally in private banking, commercial banking or investment banking sectors
- Proven track record in client acquisition, asset gathering, asset growth and revenue generation
- Excellent communication and negotiation skills
- Attention to detail and the ability to think creatively and solve problems
- Excellent understanding of financial markets and wealth management products
- Strong focus on client servicing
- To speak fluent English and Mandarin, Cantonese skills may be beneficial but not necessary
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. Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Finance and Sales
- Industries Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at HSBC by 2x
Get notified about new Private Client Manager jobs in Hong Kong, Hong Kong SAR .
Private Wealth Management Asia, Relationship Manager, Greater China Team Wealth Management - Global Family Office Relationship Manager Private Bank Relationship Manager- Wealth Management (Hong Kong)Central & Western District, Hong Kong SAR 2 weeks ago
Wealth Management - Institutional Wealth Advisor Private Banking - KYC & Client Onboarding Manager (Ref no: KCOM-CN) International Private Bank - Relationship Manager - Vice President/Director/Managing Director Wealth Management - Client Onboarding Specialist Treasures Private Client Relationship Manager Corporate Relationship Manager&Wealth Management Manager Wealth Management - International Private Bank, Asia Client Experience Lead - Vice President Client Service Manager - Private Banking and Trust Services (HK) Wealth Management (Relationship Management), Executive Officer VIE - Client Relationship Manager – Asia Private Wealth Advisor - Private Banking and Trust Services (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-LjbffrPrivate Client Desk Relationship Manager, China Team - Global Private Banking
Posted 1 day ago
Job Viewed
Job Description
Join to apply for the Private Client Desk Relationship Manager, China Team - Global Private Banking role at HSBC
Private Client Desk Relationship Manager, China Team - Global Private Banking4 days ago Be among the first 25 applicants
Join to apply for the Private Client Desk Relationship Manager, China Team - Global Private Banking role at HSBC
Some careers shine brighter than others
If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. 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.
Job Description
Some careers shine brighter than others
If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. 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.
International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.
We are currently seeking a high calibre professional to join our team as a Private Client Desk Relationship Manager.
Principal Responsibilities
In this role you will
- Provide the full suite of wealth management and banking services to HSBC’s high net worth individual clients
- Establish new private banking relationships and manage existing relationships in order to grow portfolio Assets Under Management and Revenue
- Monitor clients’ portfolios on a regular basis to identify additional business opportunities and revenue growth potential
- Work closely with other HSBC departments, including Wealth and Personal Banking, Commercial Banking and Global Banking and Markets, to identify cross-selling opportunities and bring all of HSBC’s relevant products and services to our clients
- Work closely with internal credit advisors to provide bespoke lending solutions and grow lending balances
- Leverage HSBC’s channels, network and brand to pursue business development activities with a focus on International Private Wealth clients
- Ensure strict compliance with HSBC’s internal control standards, including areas of risk, regulatory compliance and financial crime compliance
To be successful you will need
- Solid years of relationship management experience, ideally in private banking, commercial banking or investment banking sectors
- Proven track record in client acquisition, asset gathering, asset growth and revenue generation
- Excellent communication and negotiation skills
- Attention to detail and the ability to think creatively and solve problems
- Excellent understanding of financial markets and wealth management products
- Strong focus on client servicing
- To speak fluent English and Mandarin, Cantonese skills may be beneficial but not necessary
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. Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Finance and Sales
- Industries Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at HSBC by 2x
Get notified about new Private Client Manager jobs in Hong Kong, Hong Kong SAR .
Private Wealth Management Asia, Relationship Manager, Greater China Team Wealth Management - Global Family Office Relationship Manager Private Bank Relationship Manager- Wealth Management (Hong Kong)Central & Western District, Hong Kong SAR 2 weeks ago
Wealth Management - Institutional Wealth Advisor Private Banking - KYC & Client Onboarding Manager (Ref no: KCOM-CN) International Private Bank - Relationship Manager - Vice President/Director/Managing Director Wealth Management - Client Onboarding Specialist Treasures Private Client Relationship Manager Corporate Relationship Manager&Wealth Management Manager Wealth Management - International Private Bank, Asia Client Experience Lead - Vice President Client Service Manager - Private Banking and Trust Services (HK) Wealth Management (Relationship Management), Executive Officer VIE - Client Relationship Manager – Asia Private Wealth Advisor - Private Banking and Trust Services (HK)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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Business Development Specialist
Posted today
Job Viewed
Job Description
2 days ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Founded in 2020, EasyView has been the supporting pillar to the private wealth management industry’s growth journey, offering one-stop digital wealth management solutions including structured product platform, CRM, and other standalone AI modules;
Worked with 100+ FO/EAMs, Banks, Securities firms, and PWM institutions in Hong Kong and Singapore.
Over 50 staff, including product managers, specialists and developers based in Hong Kong, Shenzhen and Singapore, deliver enterprise-grade digital solutions
Certified ISO27001, EasyView products are recognized with the highest standard of information security and continuous improvement in process R&D.
An excellent career opportunity to join a fast-growing fintech platform where innovative ideas are valued; personal impact/results are seen; and intellectual is challenged.
Key Responsibilities:
- Achieve client acquisition targets by building a pipeline of prospective clients who are interested in products and services offered by the company including attending networking events outside of office hours;
- Track and send out invoices to clients on a monthly basis;
- Achieve revenue targets set for digital product solutions available through the company’s technology capabilities;
- Be familiar with platform function of the solutions EasyView offered to markets, including structured product platform, CRM, and other standalone AI modules;
- Able to promote and meet sales target of our solutions (including web-portal and APP) across institutions including banking clients, securities, EAMs and SFOs;
- Manage and deepen existing client relationships with the support from other departmental colleagues and management to ensure that clients’ needs are identified/satisfied, and that client retention/repurchase rate can be maximized;
- Respond and address swiftly to client inquiries related to our web-portal, APP, API and other requests on customization;
- Handle client contract negotiation and KYC procedures in a professional manner;
- Strictly adhere to internal policy procedures and relevant regulations;
- Perform ad-hoc duties and tasks as assigned by management.
Requirements:
- Degree holder with at least 3 years of working experience in either fintech or wealth management, preferably have connections with one or more client segments of banking clients, securities, EAMs and SFOs;
- Interest in outbound sales and energized when meeting, talking and listening to new people;
- Has interest in social media and technology in the finance space;
- Knowledge of FIX and API connectivity is an advantage;
- Excited to work in a startup environment. Client-centric, self-starter, business acumen, drive-to-success, attention-to-details and can-do attitude;
- Commitment to a dynamic, entrepreneurial and results oriented culture;
- Exceptional communication and interpersonal skills in English and Mandarin, Cantonese is a plus;
- Proficiency in Microsoft Office and command of AI tools is a plus;
- Good team player with ability to work efficiently in an independent manner.
- Seniority level Not Applicable
- Employment type Full-time
- Job function Consulting
Referrals increase your chances of interviewing at EasyView by 2x
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Business Development Manager, Wealth Management Corporate Digital & Fintech Manager - Business and Digital Development Specialist, Business Development, Strategic Partnerships Institutional Business Development (Manager / Senior Manager / Director)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrBusiness Development Manager
Posted 6 days ago
Job Viewed
Job Description
Join to apply for the Business Development Manager role at Scroll
2 days ago Be among the first 25 applicants
Join to apply for the Business Development Manager role at Scroll
Get AI-powered advice on this job and more exclusive features.
Scroll is a Layer 2 scaling solution for Ethereum, specifically focusing on zkRollups. Key aspects of Scroll are zkRollup technology, Scalability, Efficiency, Security, and Developer-friendly. Overall, Scroll plays a crucial role in addressing Ethereum's scalability challenges and facilitating the growth of decentralized finance (DeFi) and other blockchain-based applications by providing a scalable and efficient Layer 2 solution.
Position Overview
You will work closely with our founders and the broader growth team to ensure that our business development strategy is not only cohesive but aligned with our vision of becoming the default transaction layer of Ethereum .
But your role is not simply about securing partnerships: it's about deeply understanding the evolving L2 ecosystem, identifying opportunities across payments , stablecoins , and financial infrastructure , and building long-term relationships that amplify Scroll's reach and adoption.
In practice, you'll be asked to engage with leading projects, institutions, and developers to:
- Onboard the next billion users onto decentralized networks by supporting partners in launching high-impact products on Scroll
- Enable the adoption of stablecoin- and payment-based use cases by working closely with issuers, wallets, and financial applications
- Drive integration opportunities with infrastructure providers, aggregators, and key DeFi protocols
- Foster a community of innovative builders who experiment with emerging financial use cases and choose Scroll as their home
- Provide structured feedback from partners to help shape product development and roadmap direction
- Collaborate closely with the growth, product, and ecosystem teams to ensure seamless partner support and execution
Responsibilities
- Identify, structure, and execute strategic partnerships across payments, stablecoins, wallets, fintech, and web3 infrastructure
- Work cross-functionally with Growth, Product, Engineering, and Ecosystem teams to deliver successful partner integrations
- Build and maintain strong relationships with key ecosystem partners, including developers, wallets, on/off-ramps, and institutional players
- Represent Scroll in conversations with major partners and lead negotiations from first outreach through signed agreement
- Maintain an active view of market trends in L2s, crypto payments, and financial infrastructure to inform strategy
- Coordinate co-marketing and go-to-market plans for key partner launches
- Track partnership metrics and KPIs, report progress, and propose optimizations
- Serve as an external evangelist for Scroll at conferences, events, and online forums
- 3+ years of experience in business development, partnerships, or ecosystem roles in crypto, fintech, or payments
- Strong understanding of Ethereum, L2s, and blockchain infrastructure; ideally with direct experience working in an L2 ecosystem
- Proven track record of managing complex partner relationships end-to-end
- Familiarity with stablecoins, cross-border payments, and related protocols or infrastructure providers
- Strong communication and negotiation skills, with the ability to influence both technical and non-technical stakeholders
- Self-starter attitude with excellent organizational and project management abilities
- Passion for the Ethereum ecosystem and commitment to decentralized technologies
- Experience working in fast-paced startup or growth-stage environments is a plus
- Mission-Driven, Collaborative, and Innovative Environment: Join a team united by a shared vision, working with like-minded individuals and cutting-edge technology to advance Ethereum and blockchain innovation.
- Remote Flexibility: Enjoy a fully autonomous, ownership-driven job nature with the freedom to work from anywhere. You can reimburse up to $200 USD monthly co-working space stipend. To support your global lifestyle, you'll be hired as an independent contractor and can choose to be paid in your preferred fiat currency or USDC, based on agreed-upon options.
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Business Development and Sales
- Industries Blockchain Services
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#J-18808-LjbffrManager, Business Development
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Join to apply for the Manager, Business Development role at Klook
About Klook
We are Asia’s leading platform for experiences and travel services, and we believe that we can help
About Klook
We are Asia’s leading platform for experiences and travel services, and we believe that we can help bring the world closer together through experiences .
Founded in 2014 by 3 avid travelers, Ethan Lin, Eric Gnock Fah and Bernie Xiong, Klook inspires and enables more moments of joy for travelers with over half a million curated quality experiences ranging from the biggest attractions to paragliding adventures, iconic museums to rich cultural tours, and other convenient local travel services across 2,700 destinations around the world.
Do you share our belief in the wonders of travel? Our international community of over 1,800 employees, based in 30+ locations, certainly do! Global citizens ourselves, Klookers are not only curating memorable experiences for others but also co-creating our world of joy within Klook.
We work hard and play hard, upkeeping our high-performing culture as we are guided daily by our 6 core values:
- Customer First
- Push Boundaries
- Critical Thinking
- Build for Scale
- Less is More
- Win as One
What you’ll do:
- Acquisition: Identify and onboard a diverse range of hotels, from budget accommodations to high-tier properties, ensuring alignment with market demand and seamless integration of hotel offerings.
- Account Management: Build and maintain strong relationships with hotel partners, develop long-term strategic plans, and provide training and support to maximize their sales performance.
- Optimization: Ensure competitive pricing, optimized inventory, and exclusive offers to deliver exceptional travel experiences and maintain a market-leading position.
- Coordination: Collaborate with internal teams across marketing, supplier operations, customer service, and finance to optimize hotel performance and maximize customer satisfaction.
- Market Intelligence: Monitor market trends, competitor activities, and customer preferences to provide actionable insights and identify new business opportunities.
- Team Leadership: Lead and mentor a team, providing guidance, training, and support to ensure team effectiveness and achieve performance goals.
- Operations: Oversee and optimize operational processes, identify areas for improvement, and implement solutions to enhance team efficiency and performance.
- Experience: 5-7 years of relevant working experience in e-commerce, OTAs, or the hotel industry.
- Background: Prior experience in revenue management and managing a small team is highly preferred.
- Location: Based in Hong Kong.
- Skills:
- Proven experience in Business Development / Account Management.
- Strong commercial sense and operational excellence mindset with a data-driven approach.
- Excellent problem-solving skills and strong decision-making abilities.
- Confident, self-motivated, and goal-oriented.
- Strong communication and interpersonal skills, with the ability to effectively distill complex information and share solutions with internal and external parties.
- Globally-minded and comfortable working with people from different cultural backgrounds.
- A start-up attitude – highly collaborative with an entrepreneurial, roll-up-your-sleeves attitude that’s not afraid to work independently when required.
Klook does not accept unsolicited resumes from any temporary staffing agency, placement service or professional recruiter (“Agency”). Klook will not be responsible for, and will not pay, any fees, commissions or other payments related to such unsolicited resumes.
An Agency must obtain advance written approval from Klook’s Talent Acquisition Team to submit resumes, and then only in conjunction with a valid fully-executed agreement for service and in response to a specific job opening for which the Agency has been requested to submit resumes for. Klook will not be responsible for, and will not pay, any fees, commissions or other payments to any Agency that does not have such agreement in place or does not comply with the foregoing. Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Sales and Business Development
- Industries Software Development
Referrals increase your chances of interviewing at Klook by 2x
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