AVP, Intermediary Relationships – China & HK

State Street; Hong Kong; On-site; HKD 350,000 - 550,000; Full time

Benefits offered by this job

Flexible work-life support

Volunteer days

Employee networks

Job summary

State Street seeks an Intermediary Relationship Manager to support the growth of its intermediary business in Greater China, focusing on Hong Kong. The role blends direct client coverage with cross-functional collaboration to deliver client service, pipeline development and revenue growth.

The candidate should have 3–5 years in asset management or client relations, be fluent in English and Chinese, and hold HK regulatory licenses or the ability to obtain them.

Qualifications

• Approximately 3–5 years of relevant experience in asset management or client relationship management.
• Knowledge of intermediary client segments in Hong Kong and broader Greater China.
• Experience with ETFs and other investment solutions is preferred.

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 across the region.
• Undertake proactive client engagement with 50% time on virtual/phone outreach.
• Support a target cadence of 25–30 client meetings per month through preparation and follow-up.
• Develop and maintain a qualified pipeline and progress opportunities through the sales cycle.

Skills

Client relationship management

Sales planning & campaigns

Phone-based outreach

Bilingual English/Chinese

Education

Bachelor's degree or equivalent in finance/economics/business

Hong Kong regulatory licenses Type 1 & Type 4 or ability to obtain

Tools

Salesforce

Job description

State Street seeks an Intermediary Relationship Manager to support the growth of its intermediary business in Greater China, focusing on Hong Kong. The role blends direct client coverage with cross-functional collaboration to deliver client service, pipeline development and revenue growth.

The candidate should have 3–5 years in asset management or client relations, be fluent in English and Chinese, and hold HK regulatory licenses or the ability to obtain them.