Senior Manager, Macau Business

BOCI-Prudential Asset Management Ltd; Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

BOCI-Prudential Asset Management Ltd is seeking a high-caliber candidate for the Sales team in Macau. You will drive business development, acquire and retain institutional clients, and tailor investment solutions across pension schemes, funds and mandates.

Responsibilities include deepening relationships through roadshows and webinars, coordinating onboarding with Legal, Compliance, and Operations, and translating complex metrics into accessible marketing stories for clients.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration or related disciplines.
• Minimum of 3 years of relevant experience within the financial services.
• Direct experience in banking, wealth management or financial planning.
• Proven ability to collaborate with cross-functional teams – including Legal, Compliance, Investment, Operations, and Fund Administration.
• Experience planning and organizing promotional events, such as corporate roadshows, seminars and booths.
• Proficient in advanced business intelligence and data analytics tools, alongside advanced Microsoft Office capabilities such as Access, Excel, PowerPoint and Word.
• Fluent in English, Cantonese, and Mandarin; Portuguese is an advantage.

Responsibilities

• Drive business development and acquire/retain institutional clients with investment solutions.
• Coordinate with Legal, Compliance, Investment, Operations, and Fund Administration for onboarding.
• Deepen institutional relationships via roadshows, webinars, and trainings.
• Translate complex financial metrics into simple marketing stories for non-financial clients.
• Analyze client portfolios to align objectives with investment solutions.
• Monitor macroeconomic, regulatory and competitor changes to identify growth opportunities.
• Design pension fund proposals and client education using AI and design tools.

Skills

Cross-functional collaboration

Teamwork

Strong communication

Languages: English, Cantonese, Mandar​

Education

Bachelor’s degree in Finance/Accounting/Business Admin

Tools

Excel

Access

PowerPoint

Word

BI tools

Job description

Our Marketing Department is currently looking for a high-caliber candidate to join our Sales Team to drive business development and support the Company’s strategic growth in Macau.

Responsibilities

Collaborate closely with supervisors to drive organization goals, focusing on acquiring and retaining institutional clients through a comprehensive suite of investment solutions, including pension schemes, investment funds, and customized mandates.

Deepen long-term institutional relationships through proactive engagement – such as roadshows, webinars and training sessions- to boost product knowledge, enhance client satisfaction, maximize profitability and expand product penetration.

Conduct deep-dive analyses of client portfolios to align their financial objectives, regulatory constraints, and risk tolerances with tailored investment solutions, partnering with internal operational and asset management teams.

Coordinate with internal stakeholders including Legal, Compliance, Investment, Operations, and Fund Administration to ensure smooth client onboarding, and streamline operational workflows.

Demonstrate strong regulatory literacy across local financial regulatory frameworks, including AMCM guidelines, statutory pension fund decrees, KYC and due diligence procedures, and data governance regulations.

Analyze macroeconomic trends, regulatory changes, and competitor activity to identify untapped market gaps and capitalize on emerging growth opportunities.

Maintain a deep understanding of fund portfolios, asset allocation, and risk management strategies to effectively translate complex financial metrics into simple marketing stories for non-financial clients.

Design and engineer high-impact pension fund proposals, scheme introductions, and client education by leveraging popular AI and design tools.

Requirements

Bachelor’s degree in Finance, Accounting, Business Administration or related disciplines.

Minimum of 3 years of relevant experience within the financial services sector, with a strong preference for backgrounds in insurance or asset management.

Direct experience in banking, wealth management or financial planning.

Proven ability to collaborate effectively with cross-functional teams – including Legal, Compliance, Investment, Operations, and Fund Administration – to ensure internal and regulatory compliance.

Demonstrated experience in planning and organizing promotional events, such as corporate roadshows, seminars and booths, to enhance client satisfaction and optimize business relationships.

Proficient in advanced business intelligence and data analytics tools, alongside advanced Microsoft Office capabilities such as Access, Excel, PowerPoint and Word.

A good team player with strong ability/mindset to translate market insights into actionable business plans.

Fluent in English, Cantonese, and Mandarin; Portuguese is an advantage. Strong written communication skills in Chinese and English.

We offer competitive remuneration package and comprehensive fringe benefit to the right candidates.

All information received will be treated in strict confidence and only be used for recruitment related purpose. Candidates who are not being contacted within two months may consider their applications unsuccessful. Unsuccessful applications will be retained for up to twelve months for further recruitment purposes and will then be destroyed.

Teamwork * Responsibility * Integrity * Performance

Unlock job insights

Hirer responsiveness Salary match Number of applicants

Your application will include the following questions:

• Which of the following statements best describes your right to work in Hong Kong?
• What's your expected monthly basic salary?
• What is your highest level of education?

To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory / salary below minimum wage.