FICC - Senior Relationship Manager

Huatai International Financial Holdings Company Limited; Hong Kong; On-site; HKD 1,200,000 - 2,200,000; Full time

Job summary

Huatai International Financial Holdings Company Limited in Hong Kong is seeking a senior corporate/institutional banking professional to lead client relationships across banks, asset managers and hedge funds. The role emphasizes cross-border opportunities, rigorous credit analysis, and collaboration with Risk and Compliance to drive wallet share.

Candidates should have 10+ years of experience, strong networks in Hong Kong and Macau, professional certifications (CPA/FRM/HKSI/CFA), and fluency in

Qualifications

• 10+ years in corporate/institutional banking or capital markets.
• Proven ability to build relationships with CFOs, treasurers and CIOs.
• Strong credit analysis and financial review capabilities.
• Experience in cross-selling FICC products.
• Familiarity with HK/Macau regulatory frameworks and cross-border flows.
• Language skills: English, Cantonese, Mandarin.

Responsibilities

• Assist the sales team covering corporate and institutional accounts — primarily in Hong Kong and Macau, providing the relationship and analytical backbone.
• Develop and maintain senior-level client relationships to enhance business opportunities and support the sales process.
• Conduct regular and thorough financial analysis and credit reviews to ensure client health and product suitability.
• Collaborate with the sales team on wallet-share expansion and tailored cross-product opportunities.
• Liaise with Risk, Compliance and onboarding to renew limits and ensure timely onboarding.
• Partner with sales to identify cross-border opportunities within the Greater Bay Area.

Skills

Relationship management

Credit analysis

Cross-border banking

Regulatory awareness

Trilingual (English, Cantonese,Mandar)

Education

Bachelor’s degree in Finance/Accounting/Business

MBA or MSc in Finance

CPA

FRM

CFA

HKSI Paper 1

ACRP

ESG designation

Job description

About Us:

Huatai International Financial Holdings Company Limited (“Huatai International” or “the Company”), is the only overseas wholly-owned or controlled subsidiary of Huatai Securities. Huatai International is the Huatai Group’s international arm which plays as a crucial role in the group’s internationalization strategy by:
a) not only providing offshore capital market services (and a global business platform) but also provides onshore clients with valuable cross-border capital market services (aligned with the mainland China government’s policies and commercial intentions);
b) actively making use of Huatai Securities’ leading position, distribution network and customer base in mainland China;
c) integrating on a global basis across many jurisdictions and regions, a successful and fully integrated international financial platform with innovative financial services solutions.

Huatai International operates as a holding company for consolidating all of the group’s cross-border businesses and companies under one umbrella, offering a truly unified and international business platform. In recognition of such international strength, the renowned international rating agency Standard and Poor’s has assigned Huatai International a “BBB+” rating (for long term) and “A-2” (for short-term).

Key Responsibilities:

• Assist the sales team in covering corporate and institutional accounts — including banks, securities houses, asset managers and hedge funds — primarily in Hong Kong and Macau, providing the relationship and analytical backbone that enables Sales to focus on revenue generation.
• Develop and maintain strong, senior-level client relationships to enhance business opportunities and support the sales process; act as a credible, knowledgeable counterpart in client meetings, KYC refreshes and credit-related discussions.
• Conduct regular and thorough financial analysis and credit reviews in accordance with company guidelines, ensuring that clients’ financial health, suitability for products and ongoing exposures are accurately assessed and documented.
• Collaborate with the sales team in account planning — analyze clients’ businesses, exposures and wallet potential, and translate insights into tailored sales solutions and cross-product opportunities.
• Liaise and collaborate with internal stakeholders — Risk (to obtain and renew credit limits), Compliance (to manage onboarding and KYC) — to ensure timely execution and maximize wallet share from the identified client franchise.
• Partner with the sales team to identify and unlock cross-border opportunities (including Greater Bay Area flows between Hong Kong, Macau and Mainland China) where applicable, leveraging familiarity with local regulatory frameworks and institutional client practices.

Qualification:

• Minimum of 10+ years of proven experience in corporate / institutional banking, relationship management, FICC or capital markets; prior experience covering banks, securities houses, asset managers and hedge funds is strongly preferred.
• Strong senior-level client network across Hong Kong and Macau institutional accounts (banks, securities houses, asset managers, hedge funds); demonstrated ability to build and deepen relationships at CFO, treasurer, head of trading and CIO levels.
• Solid credit analysis and financial review capability — comfortable with company guideline-based reviews of financial health, exposures and product suitability; CPA, ACRP or FRM designation is preferred.
• Demonstrated ability to collaborate with sales team on wallet-share expansion, account planning and tailored client solutions; track record of cross-selling across FICC products (rates, credit, FX) is a plus
• Familiarity with Hong Kong and Macau monetary policies, regulatory frameworks and institutional client practices; exposure to cross-border / Greater Bay Area flows is a strong plus.
• Strong cross-functional coordination skills — proven ability to work with Risk (limits), Compliance (KYC) and onboarding, Middle / Back Office (settlement) to remove bottlenecks.
• Professional qualifications such as CPA, FRM, HKSI Paper 1, ACRP, or ESG-related designations are preferred.
• Trilingual fluency: English, Cantonese and Mandarin required (the role requires extensive interaction with English-, Cantonese- and Mandarin-speaking institutional clients).
• Bachelor’s degree or above in Finance, Accounting, Business or a related field; advanced degree (e.g., MBA, MSc in Finance) or professional certification (e.g., CPA, CFA) is a plus.