Key Account Manager 大客戶經理

We are seeking a high-performing Key Account Manager to focus on high-net-worth client acquisition . Candidates possess with solid PI client relationships/resources are highly preferred.

Responsibilities

• Acquire and manage high-net-worth / PI clients
• Leverage personal client resources and industry networks to acquire quality clients
• Drive growth in account openings, fund inflows, AUM, and trading volume through client acquisition and migration.
• Maintain strong client relationships and ensure smooth onboarding and transfer processes.

Requirements

• Must possess with PI client relationships/resources with a proven business development track record.
• Experience or client networks within leading online brokerages is highly preferred.
• Strong compliance sense on SFC regulatory requirement on client acqusition and operation.
• Solid business development, communication, negotiation, and client relationship management skills.
• Results-driven, responsible, and able to work independently to achieve client acquisition and sales targets.

我们现诚聘优秀的大客户经理，主要负责高净值客户拓展工作。拥有成熟PI客户资源与人脉者优先考虑。

工作职责

• 拓展并维护高净值客户及PI客户
• 运用个人客户资源与行业人脉开发优质客户
• 通过客户引进与资产转仓，带动开户、入金、管理资产规模及交易量增长
• 维护良好客户关系，确保客户入职及资产转移流程顺畅

任职要求

• 必须具备PI客户资源及人脉，拥有扎实的商务拓展业绩
• 具备头部互联网券商从业经历或客户资源者优先
• 熟知香港证监会相关监管要求，开展客户拓展及日常运营工作具备良好合规意识
• 出色的商务拓展、沟通谈判及客户关系管理能力
• 目标导向、责任心强，可独立完成客户开发与业绩指标