Senior Relationship Manager

Futu Holdings Limited; Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

Futu Holdings Limited is seeking a client relationship and business growth specialist in Hong Kong to nurture high-value trading clients and drive assets under management. You will collaborate with Investment Advisory and Product teams to tailor services, including portfolio health checks and asset allocation aligned with client risk profiles.

Responsibilities include onboarding, ongoing relationship maintenance, and handling trading-related inquiries—delivering premium service to existing

Qualifications

• Education: Bachelor's degree or above in Finance, Economics, Business Admin, or related field.
• Experience: 2–6 years in client-facing / relationship mgmt in financial services.
• Trading expertise: at least 2 years in complex derivatives trading.
• Work authorization: HKID or eligible HK work visa (IANG/Top Talent/TTPS/QMAS).
• Language: Cantonese and Mandarin with English a strong plus.
• Mindset: client-centric with strong service orientation, commercial acumen, and communication.

Responsibilities

• Establish and maintain relationships with high-value active-trading clients to achieve AUM and sales targets.
• Collaborate with Investment Advisory and Product teams to deliver tailored services including portfolio health checks and asset allocation.
• Provide premium end-to-end service including onboarding, ongoing relationship maintenance, and resolving trading inquiries.

Skills

Client relations

Relationship mgmt

Communication

Client-centric

Service orientation

Commercial acumen

Cantonese & Mandarin

English proficiency

Education

Bachelor's degree

Tools

Derivatives trading platforms

Job description

• Client Relationship & Business Growth: Establish and maintain strong, long-term relationships with high-value and active-trading clients on the platform to achieve team AUM and sales targets
• Advisory & Solutions Collaboration: Collaborate closely with Investment Advisory and Product teams to deliver tailored services—including portfolio health checks/diagnostics and asset allocation solutions—aligned with clients' risk profiles and investment objectives
• Client Service & Retention: Deliver premium, end-to-end services to existing clients, covering account onboarding, ongoing relationship maintenance, and resolving trading-related inquiries and issues

Key Responsibilities

• Client Relationship & Business Growth: Establish and maintain strong, long-term relationships with high-value and active-trading clients on the platform to achieve team AUM and sales targets
• Advisory & Solutions Collaboration: Collaborate closely with Investment Advisory and Product teams to deliver tailored services—including portfolio health checks/diagnostics and asset allocation solutions—aligned with clients' risk profiles and investment objectives
• Client Service & Retention: Deliver premium, end-to-end services to existing clients, covering account onboarding, ongoing relationship maintenance, and resolving trading-related inquiries and issues

職責

• 與平台主动交易型高贡献客群客戶建立緊密的關係，以完成團隊資產管理規模和銷售目標
• 與投資顧問和產品團隊密切合作，根據客戶的需求和風險狀況向他們提供持倉診斷、資產配置等服務
• 為存量客户客戶提供優質服務，包括但不限於開戶、關係維護和解決客戶交易類問題

Requirements

• Education: Bachelor's degree or above, preferably in Finance, Economics, Business Administration, or a related discipline
• Experience: 2-6 years of relevant client-facing / relationship management experience in financial services or brokerage
• Trading Expertise (Must-have): In-depth knowledge of financial products with a minimum of 2 years of hands-on experience in complex derivatives trading
• Work Authorization: Valid Hong Kong Permanent Identity Card (HKID) or eligible Hong Kong work visa (e.g., IANG, TTPS / Top Talent Pass Scheme, QMAS)
• Language Proficiency: Professional working proficiency in Cantonese and Mandarin (both spoken and written); fluency in English is a strong plus
• Mindset: Highly client-centric with strong service orientation, commercial acumen, and excellent communication skills

Preferred Qualifications (Nice to Have)

• Prior experience in Private Banking (PB) or Private Wealth Management (PWM), with a solid understanding of PWM operational workflows, industry regulations, and strong risk & compliance awareness
• Currently holding SFC Type 1 & 4 representative licenses, or having passed HKSI Licensing Examination Papers 1, 7 & 8.

要求

• 本科及以上學歷，金融、經濟或相關專業優先
• 2-6年客戶相關工作經驗
• 持有香港身份證 或 在港工作/逗留簽證（IANG/高才/優才）
• 粵語和國語可以作為工作語言, 會英語者優先考慮
• 熟悉期權，並擁有2年或以上複雜衍生品交易經驗 (必須)
• 以客為先，有服務意識，能為客戶提供卓越的優質服務

加分項

• 優先考慮有私人銀行或私人財富管理相關工作經驗，熟悉私人財富管理業務流程及相關法規，具備風險及合規意識的候選人
• 優先考慮持有香港證監會1,4號牌照或通過證券及期貨考試 1,7 & 8 卷的候選人