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).

• 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.