The posting
- Budget: HKD 40-70K/month
- Headcounts 3-4
- Report to Head of Middle Office
- Fluent in Mandarin is a MUST
Responsibilities
- 70% — Middle Office Operating Infrastructure & Sales Governance: 30% — BD & Sales Enablement / Roadshow Support:
- 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



