What Financial Sales Jobs are in Hong Kong?

Retail Banking Sales Management Manager - Hang Seng Bank (HK)
Location:
Mongkok, Kowloon, HK
Brand: Hang Seng Bank
Area of Interest: Branch and Retail Banking
Closing Date: Hybrid Worker
Date: 6 Jul 2026
**Job description**
**Some careers have more impact than others.**
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
**Retail Distribution** **RBW**
Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 250 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.
We are currently seeking a high caliber professional to join our branch network as **Retail Banking Sales Management Manager** , reporting to Head of Retail Banking Sales Management.
**Principal responsibilities**
+ Perform sales management to achieve the assigned KPIs.
+ Formulate and implement non-regulated product sales strategies and communicate to sales staff in the Area
+ Monitor non-regulated product sales activities and productivity metrics to ensure delivery is in accordance with sales pipeline in the Area
+ Collaborate with internal compliance and quality assurance units on sales quality of branch staff and take remedial measures to ensure strict adherence to the compliance standards
+ Maintain close communication with branches and other relevant departments to develop and implement necessary follow-up actions
+ Set clear performance targets and objectives for staff and monitor their progress regularly
+ Coach/ counsel/ motivate and develop staff members
+ Ensure all control measures relevant to the job responsibilities are undertaken to minimize the risk exposure of the Bank
+ Observe the established Bank's and Group's compliance policies and monitor their implementation
**Requirements**
+ University graduates are preferred, seasoned candidates with lower academic qualification will also be considered
+ Passes in the Insurance Intermediaries Qualifying Examinations (IIQE).
+ Proven experience in retail banking as well as exposure to frontline sales an advantage
+ Self-motivated with strong sales and customer orientation
+ Good communication, interpersonal and problem solving skills
+ Strong drive to succeed and ability to work under pressure
+ Proficiency in both English and Chinese with sound knowledge of application software
+ Great sense of ownership and high level of customer centricity mindset with dedication to deliver exceptional quality services for customers
+ Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer toMandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks ( .
**You'll achieve more when you join Hang Seng Bank Limited.**
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
by Hang Seng Bank Limited

Associate Relationship Manager
Location:
Mongkok, Kowloon, HK
Brand: HSBC
Area of Interest:
Closing Date: Hybrid Worker
Date: 22 Jul 2026
**Job description**
**Some careers open more doors than others.**
If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
**Retail Banking and Wealth (RBW) Hong Kong** helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. Retail Banking and Wealth has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of retail banking and wealth capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.
We are currently seeking a high calibre professional to join our team as an **Associate Relationship Manager** .
**In this role you will be:**
+ Developing our Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio
+ Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs
+ Demonstrating genuine curiosity about customers, helping them reach their financial ambitions
+ Connecting with product Specialists to provide more advanced technical input to identify and fulfill multiple needs with customers
+ Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate
+ Supporting branch improvement initiatives, providing customer feedback of our Service and ensuring compliance with audit Requirements and quality assurance
+ Understanding and adhering to local and global compliance
+ Maintaining the levels of operational integrity required by HSBC and adhere to the business Principles and Values of HSBC
+ Remark: multiple work locations available across branches in Hong Kong, Kowloon, and New Territories
**To be successful you will need:**
+ University level education, preferably in finance, business or a related discipline
+ Experience in client facing environment, with excellent relationship building capability
+ Strong sales and customer orientation, with good communication and interpersonal skills
+ High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
+ Good understanding and strong interest of the financial markets
+ Mature and independent mindset, able to work effectively under pressure
+ Strong commercial orientation with acute interpersonal skills
+ Fluency in Cantonese and English, with additional languages is an advantage
+ Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
+ Candidate without banking background will also be considered
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks ( ).
**Opening up a world of opportunity**
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.**

Enterprise Sales - Index Sales Relationship Manager (Asset-Owners, Insurance, Sell-side, & Wealth) - Greater China
Location
Hong Kong
Business Area
Sales and Client Service
Ref #

**Description & Requirements**
Bloomberg offers a diverse range of fixed income, equity, commodity, currency and digital assets indices. With extensive asset coverage, a strong history of innovation, and objective and transparent rules, Bloomberg indices are widely used as a source for portfolio construction and performance comparison. We offer an array of services to clients interested in custom index development, investable index products designed to offer access to systematic strategies, index administration and calculation agent services. Bloomberg indices are driven by the same trusted reference data, pricing and analytical calculations that are leveraged throughout the investment process.
**What's the role?**
Index Sales Specialists at Bloomberg are responsible for new business development in addition to maintaining existing client relationships for Bloomberg Index solutions. As Greater China Index Sales Specialist, you will be responsible for positioning, demonstrating and licensing Bloomberg's fixed income, equity, and multi-asset class index solutions primarily to new prospective customers across financial institutions in the territory, including Asset owners, Insurance companies, Investment Banks and Wealth managers.
This is a highly visible role within the organization with a strong focus on winning new customers and markets with involvement in shaping strategy, senior level relationship management, and in-depth discussions regarding Bloomberg index methodology and product development.
You will be responsible for all aspects of Indices related engagements, including data subscriptions, customization, and asset-based licensing.  The role requires close collaboration, and strong communication with global sales, client services and support teams, research, marketing, and product management to deliver optimal solutions to our customers in the region. You will be joining a highly experienced, motivated and fast-growing Index Relationship Management team across Asia Pacific that sits within Global Financial Product Sales.
The position is based in Hong Kong, with a local client base across Greater China.
**We'll trust you to:**
+ Build senior level relationships with strategic institutional investors.
+ Achieve annual sales and revenue targets across the index solutions product suite
+ Utilize your market experience, knowledge of industry trends, and technical skillset throughout the sales process from developing awareness to commercial and contract execution
+ Conduct in-depth discussions regarding Bloomberg index methodology and new product requirements
+ Produce clear, concise proposals with an appropriate level of detail that identifies client needs, current workflows, proposed solutions, and commercials
+ Take a lead role in conducting internal and external training sessions and sales pitches
+ Collaborate extensively with different internal teams to cross-sell our suite of solutions
+ Regularly meet with clients and prospects in Greater China (Hong Kong, Beijing, Shanghai, Shenzhen (.)
**You'll need to have:**
+ Minimum 5-10 years of client facing experience in Financial Institutions such as Asset Owners, Investment Managers, Sell-side or Data providers ideally with Index solutions exposure.
+ A passion for advocating for indexed solutions across all segments of the financial community.
+ A good understanding of cross-border fund regulations, and regulatory frameworks in China
+ An astute commercial mindset, working to exceed sales metrics and demonstrated ability to build pipelines and close new business opportunities.
+ Excellent communication skills to be able to credibly lead senior level client conversations
+ Ability to creatively market our product to a vast demographic of potential clients
+ Business fluent in Mandarin and English required, Cantonese an advantage
+ Bachelor's degree or degree-equivalent qualifications, CFA/FRM/CAIA designation is an advantage
**We'd love to see:**
+ Existing senior relationships with Asset Owners, Securities firms, Banks, Regulators and industry associations
**If this sounds like you:**
Apply if you think we're a good match. We'll get in touch to let you know what the next steps are, but in the meantime feel free to have a look at this: Bloomberg?**
We're individuals with diverse backgrounds, talents, and experiences who take on big challenges and create even bigger impact through our work. We're interested in what makes you you, and how we can create opportunities for you to channel your unique, personal energy and grow to your fullest potential.
**Learn more about our office and benefits:**
Hong Kong | what makes Bloomberg unique - watch our for an inside look at our culture, values, and the people behind our success.
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email

The Sales Trader is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The VP Sales Trader also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.
**Responsibilities:**
+ Market Citigroup's execution capabilities, contribute to team strategy and deliver a high level of customer service
+ Develop new relationships, cement current relationships and share existing relationships with Citi colleagues
+ Cross sell into Swaps / ETFs / PB / Derivatives etc. and offer certain client full sales trading plus trading coverage
+ Ensure compliance with all relevant regulations and internal policy
+ Lead strong governance and controls
+ Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
+ Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
+ Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm's reputation
+ Be familiar with and adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
+ Adhere to all policies and procedures as defined by your role which will be communicated to you
+ Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 6-10 years of relevant experience
+ Experience in developing and maintaining client relationships, from acquisition to ownership of prominent institutional accounts
+ Knowledge of equity trading, different trading strategies, equities, the market place and market issues
+ Consistently demonstrate clear and concise written and verbal communication
+ Proven negotiation and persuasion skills
+ Proven ability to prioritize workload effectively to meet deadlines
+ Fluency in additional languages desired
**Education:**
+ Bachelor's degree/University degree or equivalent experience
+ Master's degree preferred
---
**Job Family Group:**
Institutional Sales
---
**Job Family:**
Investor Sales
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Enterprise Sales - Index Sales Relationship Manager (ETF & Investment Managers) - Greater China
Location
Hong Kong
Business Area
Sales and Client Service
Ref #

**Description & Requirements**
Bloomberg offers a diverse range of fixed income, commodity, currency, and equity indices. With extensive asset coverage, a strong history of innovation, and objective and transparent rules, Bloomberg indices are widely used as a source for portfolio construction and performance comparison. We offer an array of services to clients interested in custom index development, investable index products designed to offer access to systematic strategies, index administration and calculation agent services. Bloomberg indices are driven by the same trusted reference data, pricing and analytical calculations that are leveraged throughout the investment process.
**What's the role?**
Index Sales Specialists at Bloomberg are responsible for new business development in addition to maintaining existing client relationships for Bloomberg Index solutions.
As the Greater China Index Sales Specialist for ETF and Investment Managers, you will be responsible for positioning, demonstrating and licensing Bloomberg's fixed income, equity, and multi-asset class index solutions to prospective customers in addition to existing Investment Managers across financial institutions in the territory, including working closely with the regional sales team to seek wider adoption and increased penetration of Bloomberg Indices in this client segment across Asia Pacific.
This is a highly visible role within the organization with involvement in shaping strategy, senior level relationship management and in-depth discussions regarding Bloomberg index methodology and product development.
You will be responsible for all aspects of Indices related engagements, including data subscriptions, customization, and asset-based licensing. 
The role requires close collaboration, and strong communication with global sales, client services and support teams, research, marketing, product management to deliver optimal solutions to our customers in the region. You will be joining a highly experienced, motivated and fast-growing Index Relationship Management team across Asia Pacific that sits within Global Financial Product Sales.
The position is based in Hong Kong, with coverage of Hong Kong and mainland China Based ETF issuers, Local and international asset managers.
**We'll trust you to:**
+ Build senior level relationships with many of the top institutional investment firms
+ Achieve annual sales and revenue targets across the index solutions product suite
+ Utilize your market experience, knowledge of industry trends, and technical skillset throughout the sales process from developing awareness to commercial and contract execution
+ Conduct in-depth discussions regarding Bloomberg index methodology and new product requirements
+ Produce clear, concise proposals with an appropriate level of detail that identifies client needs, current workflows, proposed solutions, and commercials
+ Take a lead role in conducting internal and external training sessions and sales pitches
+ Collaborate extensively with different internal teams to cross-sell our suite of solutions
+ Occasional travel to meet with clients and prospects in China
**You'll need to have:**
+ Minimum 5 years of client facing experience in Financial Institutions such as Investment Managers, Data Providers, Exchange ideally with Index solutions exposure.
+ Experience leading senior-level client conversations in an established network in the Hong Kong Investment community gained within the last 5 years
+ A passion for advocating ETF and indexing solutions across all segments of the investment community.
+ Deep understanding of the Hong Kong ETF industry, including ETF Connect, market structure, regulatory environment, issuer positioning, and ETF product developments across asset classes.
+ An astute commercial mind-set, working to exceed sales metrics and demonstrable ability to build pipelines and close new business opportunities.
+ Excellent communication skills to be able to credibly lead senior level client conversations
+ Fluency in Mandarin and English required, Cantonese an advantage
+ Bachelor's degree or degree-equivalent qualifications, CFA/FRM/CAIA designation is an advantage
**We'd love to see:**
+ In-depth Fixed income and/or Equity index knowledge
**If this sounds like you:**
Apply if you think we're a good match. We'll get in touch to let you know what the next steps are, but in the meantime feel free to have a look at this: Bloomberg?**
We're individuals with diverse backgrounds, talents, and experiences who take on big challenges and create even bigger impact through our work. We're interested in what makes you you, and how we can create opportunities for you to channel your unique, personal energy and grow to your fullest potential.
**Learn more about our office and benefits:**
Hong Kong | what makes Bloomberg unique - watch our for an inside look at our culture, values, and the people behind our success.
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email

The Salesperson is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Director Salesperson also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.
**Responsibilities:**
+ Refine and implement sales/marketing strategy to improve Citi's client footprint and maximize associated revenue while working with management/colleagues to establish a clear marketing plan with defined priorities, market penetration and revenue goals
+ Leverage contact network to understand client needs, introduce the Citi offering, and convince clients to adopt it to increase client satisfaction/Citi revenue
+ Advise team in strategic positioning and closing transactions with various internal stakeholders (structuring, trading, legal, credit and risk etc.)
+ Forge a relationship with salespeople in order to leverage Citi's franchise and source relevant buying and selling opportunities for clients
+ Lead strong governance and controls
+ Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
+ Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
+ Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm's reputation
+ Be familiar with and adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
+ Adhere to all policies and procedures as defined by your role which will be communicated to you
+ Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Recommended Qualifications:**
+ 15+ years of sales experience at a financial services organization
+ Experience in a client-facing role working with the buy-side community
+ Proven interpersonal and problem-solving skills
+ Consistently demonstrate clear and concise written and verbal communication
+ Broad client relationships preferred
+ Must have or be able to obtain required licenses including Series 3, 7, 55 and 63
**Education:**
+ Bachelor's degree/University degree or equivalent experience
+ Master's degree preferred
-Working Environment: office setting, minimal travelling and prolonged working hours in the office may be required during projects.
- Effort: minimal physical effort required. High levels of prolonged and intense concentration may be required in front of computer.
---
**Job Family Group:**
Institutional Sales
---
**Job Family:**
Investor Sales
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Manager, Investment and Insurance Sales, Corporate Banking - Hang Seng Bank (HK)
Location:
Central, Hong Kong Island, HK
Brand: Hang Seng Bank
Area of Interest:
Closing Date: Office Worker
Date: 2 Jul 2026
**Job description**
**Some careers have more impact than others.**
CMB
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
**Commercial Banking - Corporate Wealth and Sales Management**
Hang Seng's Commercial Banking business provides customized one-stop financial solutions to our corporate customers, from prime small and medium-sized businesses to publicly listed companies.
around the world, we offer a comprehensive range of services including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-Banking services. As a reliable financial partner, we attend to the specific business needs of our customers and provide efficient tailor-made banking solutions through our relationship managers and dedicated specialists.For customers conducting business locally or around the world, we offer a comprehensive range of services including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-Banking services. As a reliable financial partner, we attend to the specific business needs of our customers and provide efficient tailor-made banking solutions through our relationship managers and dedicated specialists.
We are currently seeking a high caliber professional to join our team as **Manager, Investment and Insurance Sales, Corporate Banking** .
**Principal responsibilities**
+ Identify business opportunities through direct customer contact and referral to maximize the sales and penetration of investment and insurance products to target customer segment
+ Provide high quality investment and insurance services to selected corporate customers to anchor the relationship base and build loyalty with our customers
+ Conduct marketing activities of investment and insurance business for commercial banking customers
+ Work closely with relationship managers to identify customer needs and promote investment and insurance services to suitable customers
+ Achieve assigned income target to contribute to both individual and team performance
+ Build and manage portfolio of investment and insurance customers, maintain good customer relationship and provide quality after-sales services
+ Develop and implement effective initiatives to deliver business results, build and enhance product portfolio
+ Support Team Head in sales management and maintain good relationship and provide quality after-sales service to customer
**Requirements**
+ University degree in Business Administration, Finance or related disciplines with proven relevant working experience
+ Good knowledge of investment products and strong technical competency with good knowledge of the investment market and economic environment. Preferably a CFP or CFA.
+ Passes in HKSI Licensing Examination for HKMA RI Type 1, 4, 7 registrations and passes all relevant papers of Insurance Intermediaries Qualifying Examination
+ Strong self-motivation with good communication, interpersonal and analytical skills
+ High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
+ Good sense of ownership and servicing mindset to ensure efficient and effective customer service processes
+ Proficiency in both English and Chinese; fluency in Putonghua and other dialects an advantage
+ Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks ( .
CMB
**You'll achieve more when you join Hang Seng Bank Limited.**
** Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
Issued by Hang Seng Bank Limited

ETF Sales Manager - Hang Seng Investment Management Limited
Location:
Central, Hong Kong Island, HK
Brand: Hang Seng Bank
Area of Interest: Asset and Wealth Management
Closing Date: Office Worker
Date: 7 Jul 2026
**Job description**
**Some careers have more impact than others.**
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
**Hang Seng Investment Management Limited (HSVM)**
Established in 1993, Hang Seng Investment Management Limited ("Hang Seng Investment") is a wholly owned subsidiary of Hang Seng Bank Limited. As one of the largest home-grown asset management firms in Hong Kong, Hang Seng Investment is a pioneer in indexing solutions, with more than 30 years of asset management experience. Since 2022, Hang Seng Investment has managed The Tracker Fund of Hong Kong (TraHK) and is currently the largest ETF manager in Hong Kong by assets under management. Hang Seng Investment is committed to providing comprehensive investment management services through investment managers with extensive experience in managing funds (including a series of ETFs and retail funds) and investment portfolios, for institutional and individual clients. Building on our strong local foundation, we are actively expanding our business across Mainland China and international markets, further strengthening our position as a leading global asset manager.
We are currently seeking a high caliber professional to join our team as **ETF Sales Manager** to accelerate ETF distribution growth, with a particular focus on the Chinese client segment across partners, brokers, and institutional channels. This role will suit someone who combines strong client coverage capability with solid ETF product knowledge and the drive to deliver commercial outcomes.
**Principal responsibilities**
+ Drive client opportunity identification and execution: Partner closely with ETF sales colleagues to map the market landscape, identify priority client opportunities, and deliver client/business development plans across relevant investment strategies.
+ Grow and deepen client relationships: Strengthen relationships with existing clients, build new relationships with target prospects, and deliver against assigned sales targets.
+ Expand Chinese client franchise: Grow our ETF Chinese client base, with emphasis on distribution partners, brokers, and institutional investors.
+ Track market and competitor developments: Stay close to competitor activity and market developments, anticipate change, and respond proactively-bringing forward product positioning and marketing ideas aligned to client needs and market dynamics.
+ Operate within regulatory and compliance standards: Ensure all activities meet required compliance and governance standards.
**Requirements**
+ Education: University degree in Business Management, Banking, Finance, or a related discipline (or equivalent relevant qualifications) or above.
+ Experience: Minimum 6 years' relevant experience in ETF sales, asset management, or fund sales roles, with a demonstrable track record in business development. Existing network and experience with Chinese investors is a strong advantage.
+ Client insight: Strong understanding of Chinese investor needs and demand drivers.
+ Technical and communication skills: Strong technical knowledge of financial markets/products, with excellent presentation capability.
+ Delivery under pressure: Able to work to tight deadlines and in a results-driven environment.
+ Languages: Strong written and verbal communication skills in Mandarin and English; Cantonese is an advantage.
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Hong Kong Monetary Authority - Mandatory Reference Checking Scheme ( .
**You'll achieve more when you join Hang Seng Bank Limited.**
** Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
Issued by Hang Seng Bank Limited

Director/Vice President, Treasury Sales Officer (FI Sales), Global Payments Solutions, Hong Kong
HONG KONG ISLAND, Hong Kong
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge ( a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect's needs.
**Responsibilities:**
+ Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
+ Partners with bankers and Product Specialists across the enterprise to develop customized treasury solutions by identifying new opportunities based on client-focused cost and benefit analysis and bank-focused profitability analysis
+ Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
+ Consults within the Client Management Process (CMP) on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
+ Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
+ Leads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables
+ Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure
**Managerial Responsibilities:**
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
+ Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
+ Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
+ Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
+ Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
+ People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
+ Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
+ Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
+ Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
**Required Qualifications:**
+ Minimum of eight years Treasury Management Sales experience
+ Demonstrates direct and comprehensive treasury and cash management sales experience
+ Applies expertise in global treasury management products, services and trends to effectively identify, evaluate and articulate solutions and concepts
+ Maintains client satisfaction by balancing competing priorities
+ Builds strong relationships and manages risks through effective collaboration with clients and teams
+ Displays strong executive presence
+ Demonstrates confidence in driving the agendas with Treasurers, Assistant Treasurers and Operations Leaders
+ Demonstrates willingness to travel at least 25% - 50% of the time
**Desired Qualifications:**
+ Bachelor's degree or equivalent work experience
+ Holds a Certified Treasury Professional certification or equivalent
+ Experience selling treasury or cash management solutions to asset management, alternative asset managers (Private Capital) or broker dealer segments
+ Effectively delegates tasks and leads smalls groups
+ Seeks to continuously improve processes and one's own education
**Skills:**
+ Account Management
+ Business Development
+ Client Management
+ Client Solutions Advisory
+ Customer and Client Focus
+ Critical Thinking
+ Portfolio Analysis
+ Presentation Skills
+ Relationship Building
+ Sales Strategy
+ Coaching
+ Collaboration
+ Oral Communications
+ Prioritization
+ Prospecting
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
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**View the LA County Fair Chance Ordinance ( .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.