Broker Partnerships Manager (HNW Life Products)

Randstad Hong Kong Limited

Hong Kong

Sur place

HKD 600 000 - 900 000

Plein temps

Il y a 3 jours
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Résumé du poste

Randstad Hong Kong Limited is seeking a strategic Business Development professional to expand distribution across broker channels and new platforms. You will cultivate and manage long-term partnerships with IFAs, local brokers, and HNW intermediaries, driving the promotion of wealth management solutions and tailored propositions.

The role requires a university degree, IIQE licenses, and a minimum of 3 years in wealth management or related fields, with a strong HK Mainland network and fluent

Qualifications

  • Bachelor degree required in Business/Finance/Economics or related field.
  • IIQE Papers 1, 3 and 5 licenses are required.
  • Minimum 3 years in business development, sales, or portfolio management within Wealth Management, Banking, Broking, or Insurance.
  • Established network across HK/Mainland client or intermediary segments; Mandarin fluency essential.

Responsabilités

  • Formulate and execute distribution strategies to expand sales across broker segments and new channels.
  • Identify, acquire and manage long-term strategic relationships with key brokers, intermediaries, and distribution partners.
  • Drive distribution of wealth management and investment solutions with tailored propositions for partners.
  • Deliver product training, market insights, and high-touch support to partners to boost sales performance.
  • Collaborate with Marketing to design campaigns and optimize budgets for growth.
  • Gather competitive intelligence to inform product strategy and sales propositions.

Connaissances

Business development
Sales
Portfolio management

Formation

Bachelor degree
IIQE Papers 1, 3, 5 licenses

Description du poste

about the company.

Our client is a well-established life insurance and wealth management institution in Hong Kong, specializing in providing premier wealth preservation and investment-linked solution to high-net-worth (HNW) clients.

about the team.

You will join an ambitious, high-performing BD team focused on driving strategic growth across broker channels, family offices, and emerging distribution platforms.

about the job.
  • Strategic Channel Expansion: Formulate and execute distribution strategies to expand and deepen sales performance across various broker segments (IFA, local brokers, MCV, and HNW brokers) as well as new distribution channels.

  • Partner & Relationship Management: Leverage local networks and business intelligence to identify, acquire, and manage long-term strategic relationships with key brokers, intermediaries, and distribution partners.

  • Wealth Solutions Promotion: Drive the distribution of the firm's core wealth management and investment solutions, developing tailored propositions aligned with partner business models and target client needs.

  • Channel Enablement & Training: Deliver top-tier product training, market insight sessions, and high-touch support to distribution partners to drive overall sales performance.

  • Sales Campaigns & Collateral: Partner with Marketing to design effective promotional campaigns and optimize budget allocations to maximize sales growth.

  • Market Intelligence & Product Strategy: Gather competitive intelligence to contribute directly to product innovation, platform systems, and sales proposition development.

skills & experiences required.
  • Education & Licenses: University degree in Business, Finance, Economics, or related fields. Valid IIQE Papers 1, 3, and 5 licenses are required.

  • Relevant Experience: Minimum 3 years of proven track record in business development, sales, or portfolio management within Wealth Management, Banking (Relationship Managers / Private Banking), Broking, or Insurance.

  • Target Talent Profile: Also open to experienced Bank Relationship Managers (RMs) with strong investment/wealth product knowledge seeking a strategic shift into corporate business development and distribution management.

  • Market Network: Established network across HK/Mainland client or intermediary segments, with a strong ability to build business relationships.

  • Language Skills: Excellent command of written and spoken English and Chinese; fluent Mandarin is a must.

  • Visas: Candidates holding IANG visas with relevant experience are welcomed.

skills

no additional skills required

qualifications

no additional qualifications required

education

Bachelor Degree

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