Business Development, WealthTech Innovation

Huatai International Financial Holdings Company Limited; Hong Kong; On-site; HKD 500,000 - 800,000; Full time

Job summary

Huatai International Financial Holdings Company Limited is seeking a professional for institutional client acquisition in Hong Kong. You will identify and onboard clients, develop outreach strategies, and manage client relationships. Strong experience in business development within the financial sector and excellent communication skills in English and Chinese are essential for success.

The ideal candidate holds a relevant degree and has a strong network within the investment community. Join us to drive growth and enhance client service at a leading firm.

Qualifications

• Minimum 3 years of experience in business development, institutional sales, or client management.
• Established network within the EAM, family office, or professional investor community in Hong Kong.
• Strong commercial acumen and ability to close deals.

Responsibilities

• Identify and onboard new institutional clients including EAMs and Family Offices.
• Develop targeted outreach strategies to grow the client base in Hong Kong.
• Manage the onboarding process from client engagement to account activation.

Skills

Client management

Business development

Negotiation skills

Wealth management knowledge

Communication skills

Presentation skills

Regulatory understanding

Education

Bachelor's degree in Finance, Business Administration, or Economics

Job description

Job Description

• 1. Institutional Client Acquisition
• Identify, approach, and onboard new institutional clients including External Asset Managers (EAMs), Multi-Family Offices, and licensed intermediaries (Type 1/4/9).
• Develop and execute targeted outreach strategies to grow the platform's institutional client base in Hong Kong and the region.
• Conduct client presentations and platform demonstrations, articulating the platform's product and service proposition.
• Manage the onboarding pipeline from initial engagement through KYC, compliance review, and account activation.
• 2. Platform Business Expansion & Partnership Negotiation
• Identify and evaluate strategic partnership opportunities with financial institutions, product providers, technology vendors, and distribution networks.
• Lead or support commercial negotiations, term discussions, and agreement execution with partners and counterparties.
• Develop business cases and proposals for new market segments, product distribution channels, or geographic expansion.
• Collaborate with Product and Technology teams to ensure platform capabilities align with partner and client requirements.
• 3. Client Relationship Management & Service
• Serve as the primary point of contact for assigned institutional clients, ensuring high-quality and responsive service.
• Proactively engage clients on platform updates, new product offerings, and market developments relevant to their portfolios.
• Gather and relay client feedback to internal teams (Product, Technology, Operations) to drive continuous platform improvement.
• Monitor client activity and AUM trends; identify opportunities to deepen wallet share and cross-sell platform capabilities.
• 4. Cross-functional Coordination & Reporting
• Work closely with Compliance, Legal, and Operations to ensure smooth client onboarding and ongoing regulatory adherence.
• Prepare regular BD pipeline reports, client activity summaries, and business performance updates for senior management.
• Represent the platform at industry events, conferences, and networking functions to enhance market presence.
• Support the development of marketing collateral, pitch materials, and client-facing documentation.

Qualifications

• Bachelor's degree or above in Finance, Business Administration, Economics, or related discipline.
• Minimum 3 years of experience in business development, institutional sales, or client management within a bank, securities firm, or WealthTech platform.
• Established network within the EAM, family office, or professional investor community in Hong Kong is highly preferred.
• SFC Type 1 licence (dealing in securities) or Type 4 (advising on securities) is advantageous.
• Sound knowledge of wealth management products and services: equities, fixed income, structured products, funds, and FX.
• Familiarity with SFC/HKMA regulations governing institutional client onboarding and product distribution in Hong Kong.
• Strong commercial acumen with the ability to identify opportunities, build business cases, and close deals.
• Excellent communication and presentation skills in English and Chinese (Cantonese and/or Mandarin).
• Self-motivated, relationship-driven, and able to manage multiple client engagements in a fast-paced environment.