Senior Operations Manager – Greater China (Sales & Middle Office Operations)

Andrea Mak; Hong Kong; On-site; HKD 420,000 - 640,000; Full time

Job summary

Andrea Mak is seeking an experienced professional to architect and operationalize an end-to-end middle-office workflow covering client onboarding, account setup, fee tracking, and sales pipeline transparency.

You will partner with Front Office and Control Functions to optimize deal lifecycles, reduce friction, and implement sales process management. Knowledge of HK markets and SFC regulations is essential.

Qualifications

• Bachelor's degree or above in Finance, Business, Marketing, or a related discipline.
• 5–8 years of middle-office operations, sales operations, or business management experience in securities, wealth management, or asset management.
• Proven ability to establish SOPs and cross-regional collaboration roadmaps.
• Strong knowledge of Hong Kong markets and SFC regulatory framework.
• Residency: HK local or Mainland talents with HK work authorization; no visa sponsorship.
• Fluency in English and Mandarin; Cantonese is a plus.

Responsibilities

• Architect and operationalize an end-to-end middle-office workflow covering client onboarding, account setup, fee tracking, and sales pipeline transparency.
• Partner with Front Office (BD/Sales) and Control Functions (Compliance, Risk, Legal, Product Operations) to optimize deal lifecycles and reduce operational friction.
• Implement sales process management, oversee roadshow execution, and maintain standardized collateral repositories for wealth and asset management offerings.
• Track pipeline health, client conversion metrics, and operational performance to iterate middle-office mechanisms.

Skills

English proficiency

Mandarin proficiency

Cross-functional collaboration

Education

Bachelor's degree or above in Finance, Business, Marketing, or a related discipline

Job description

• Architect and operationalize an end-to-end middle-office workflow covering client onboarding, account structure setup, fee tracking, and sales pipeline transparency.
• Partner with Front Office (BD/Sales) and Control Functions (Compliance, Risk, Legal, Product Operations) to optimize deal lifecycles and reduce operational friction.
• Implement sales process management, oversee roadshow execution, and maintain standardized collateral repositories for wealth and asset management offerings.
• Track pipeline health, client conversion metrics, and operational performance to iterate middle-office mechanisms.

Key Requirements

• Bachelor's degree or above in Finance, Business, Marketing, or a related discipline.
• 5–8 years of middle-office operations, sales operations, or business management experience within a securities firm, wealth management institution, or asset manager.
• Demonstrated experience establishing zero-to-one SOPs, operational roadmaps, and cross-regional/cross-functional collaboration frameworks.
• Strong knowledge of Hong Kong financial markets and regulatory frameworks (SFC).
• Background: Securities brokerage, wealth management, or asset management only (strictly no pure commercial retail banking profiles).
• Residency: Hong Kong Local or Mainland talents with existing HK work authorization (No visa sponsorship provided).

Fluency in English and Mandarin (mandatory); proficiency in Cantonese is an advantage