AVP, Intermediary Relations & Growth (Greater China)

State Street Corporation; Hong Kong; On-site; HKD 700,000 - 1,000,000; Full time

Job summary

State Street Corporation in Hong Kong seeks an Intermediary Relationship Manager reporting to the Managing Director. This junior client coverage role offers progressive responsibility for revenue generation across Greater China, focusing on Hong Kong while supporting Taiwan, Macau and China.

You will combine direct client coverage with cross-functional support to strengthen client service, pipeline development and execution across multiple markets, using Salesforce to track activity and progress.

Qualifications

• Approximately 3–5 years of experience in asset management, wealth management or client relationship management.
• Knowledge of intermediary client segments in Hong Kong and broader Greater China.
• Bachelor’s degree; HK regulatory licenses Type 1 and 4 preferred or ability to obtain.

Responsibilities

• Partner with the Head of Intermediary Greater China to deliver an integrated coverage plan across Hong Kong, Taiwan, Macau and China.
• Build and maintain relationships with allocated intermediary clients and prospects, including online brokers, traditional brokers, financial advisers, banks, family offices, private wealth firms, asset managers and MPFs.
• Undertake proactive and reactive client engagement, with approximately 50% of time focused on virtual / phone-based outreach, qualification and follow-up.
• Support a target cadence of 25–30 client meetings per month through meeting preparation, coordination, participation and follow-up.
• Develop and maintain a qualified pipeline, progress opportunities through the sales cycle and contribute progressively to revenue and Net New Assets growth.
• Execute targeted sales and marketing campaigns, including client follow-up arising from events, thought leadership and product initiatives.
• Support the distribution investment solutions across the client segment.
• Use Salesforce consistently to maintain accurate client, activity and pipeline data, support segmentation and improve sales effectiveness.
• Identify client needs and communicate relevant State Street Investment Management investment insights, products and capabilities clearly and appropriately.
• Coordinate with Marketing, Product, Investment, Operations, Legal, Risk and compliance teams to support timely and high-quality client outcomes.
• Monitor intermediary market, competitor and product developments across Greater China and share actionable insights with internal stakeholders.
• Operate in accordance with all applicable regulatory requirements and State Street policies, procedures and conduct standards.

Skills

Intermediary Relationship Management

Client Engagement

Sales

CRM Salesforce

Bilingual English/Chinese

Education

Bachelor’s degree in finance/economics/business

Tools

Salesforce

Job description

State Street Corporation in Hong Kong seeks an Intermediary Relationship Manager reporting to the Managing Director. This junior client coverage role offers progressive responsibility for revenue generation across Greater China, focusing on Hong Kong while supporting Taiwan, Macau and China.

You will combine direct client coverage with cross-functional support to strengthen client service, pipeline development and execution across multiple markets, using Salesforce to track activity and progress.