商務拓展經理（BD）

青獅國際證券｜商務拓展經理（BD）

職位資料

職位名稱：商務拓展經理（Business Development Manager）

工作地點：香港

工作性質：全職

匯報對象：公司管理層

崗位職責

1. 負責公司證券交易、投資諮詢、資產管理及跨境金融相關業務的市場拓展，完成客戶開發及業績目標。

2. 開拓並維護高淨值客戶、企業客戶、家族辦公室、金融機構、專業服務機構及渠道合作夥伴。

3. 深入了解客戶在財富管理、資產配置、證券投資、跨境融資及企業出海等方面的需求，協調公司內部團隊制定綜合服務方案。

4. 推動潛在客戶從初步接洽、需求分析、方案溝通、開戶及合規審查，到最終業務落地的完整轉化流程。

5. 建立並持續管理客戶及項目儲備，定期跟進重點客戶和合作項目，提高客戶轉化率及長期合作價值。

6. 策劃並參與行業論壇、客戶沙龍、路演及商務拜訪等市場活動，提升公司品牌影響力並獲取有效商機。

7. 拓展銀行、券商、基金、信託、保險、會計師事務所、律師事務所及企業服務機構等合作網絡。

8. 收集市場動態、客戶反饋及競爭機構資訊，為公司產品設計、業務規劃和市場策略提供建議。

9. 嚴格遵守香港證監會相關規定及公司內部合規制度，確保業務拓展、客戶溝通及宣傳材料真實、準確並符合監管要求。

任職要求

1. 本科或以上學歷，金融、經濟、市場營銷、工商管理等相關專業優先。

2. 具備證券、財富管理、資產管理、私人銀行、家族辦公室、企業服務或跨境金融等相關工作經驗。

3. 具備較強的客戶開發和商務談判能力，能夠獨立推進業務並完成客戶轉化。

4. 對香港金融市場、證券業務、資產管理或跨境投融資業務有一定了解。

5. 擁有高淨值客戶、企業客戶、金融機構或專業服務渠道資源者優先。

6. 具備良好的普通話及英語溝通能力，能夠使用粵語者優先。

7. 目標導向、執行力強，具備良好的責任感、抗壓能力及團隊協作精神。

8. 持有香港證監會相關牌照或已通過相關資格考試者優先；如職責涉及受規管活動，須按照公司及監管要求申請或持有相應牌照。

我們希望你

• 不僅擅長建立和維護關係，更能夠識別客戶的實際需求並推動業務落地；

• 對金融、科技及企業國際化保持敏銳度，願意持續學習新產品和新市場；

• 具備長期主義意識，重視客戶信任、專業能力及合規底線；

• 能夠主動開拓市場，並與投研、營運、合規及管理團隊高效協作。

薪酬及福利

• 具市場競爭力的基本薪酬；

• 業務佣金及績效獎金；

• 清晰的業務激勵及職業發展機制；

• 接觸高淨值客戶、企業客戶及跨境項目的機會；

• 表現優秀者可參與公司重點業務及國際市場拓展項目。

薪酬待遇將根據候選人的工作經驗、客戶資源及綜合能力面議。

Azure Lion International Securities | Business Development Manager

Position Details

Location: Hong Kong

Employment Type: Full-time

Reporting Line: Senior Management

Key Responsibilities

1. Develop new business opportunities across the company’s securities trading, investment advisory, asset management and cross-border financial services, while achieving client acquisition and revenue targets.

2. Build and maintain relationships with high-net-worth individuals, corporate clients, family offices, financial institutions, professional service providers and channel partners.

3. Identify clients’ needs in wealth management, asset allocation, securities investment, cross-border financing and overseas business expansion, and coordinate with internal teams to develop integrated solutions.

4. Manage the full client conversion process, from initial engagement and needs assessment to solution presentation, account opening, compliance review and business implementation.

5. Build and actively manage a pipeline of prospective clients and projects, regularly follow up on key opportunities, and improve conversion rates and long-term client value.

6. Plan and participate in industry forums, client seminars, roadshows and business meetings to enhance brand awareness and generate qualified business opportunities.

7. Develop strategic partnerships with banks, securities firms, fund managers, trust companies, insurers, accounting firms, law firms and corporate service providers.

8. Monitor market developments, client feedback and competitor activities, and provide recommendations on product development, business planning and market strategy.

9. Comply with all applicable requirements of the Securities and Futures Commission of Hong Kong and the company’s internal compliance policies, ensuring that all business development activities, client communications and promotional materials are accurate, appropriate and compliant.

Requirements

1. Bachelor’s degree or above, preferably in finance, economics, marketing, business administration or a related discipline.

2. Relevant experience in securities, wealth management, asset management, private banking, family offices, corporate services or cross-border finance.

3. Strong client acquisition, relationship management and business negotiation skills, with the ability to independently develop and convert business opportunities.

4. A good understanding of Hong Kong’s financial markets, securities business, asset management or cross-border investment and financing activities.

5. An established network of high-net-worth individuals, corporate clients, financial institutions or professional service providers will be an advantage.

6. Strong communication skills in Mandarin and English; proficiency in Cantonese will be an advantage.

7. Results-oriented, proactive and responsible, with strong execution, resilience and teamwork capabilities.

8. Relevant SFC licences or completed licensing examinations will be an advantage. Where the role involves regulated activities, the successful candidate must obtain or hold the appropriate licence in accordance with regulatory and company requirements.

The Ideal Candidate

• Can identify genuine client needs and convert relationships into sustainable business opportunities;

• Maintains a strong interest in finance, technology and international business, with a willingness to learn about new products and markets;

• Takes a long-term approach and values client trust, professionalism and regulatory compliance;

• Can proactively develop the market and work effectively with investment research, operations, compliance and management teams.

Compensation and Benefits

• Competitive base salary;

• Business commission and performance bonus;

• Clear incentive and career development structure;

• Opportunities to work with high-net-worth individuals, corporate clients and cross-border projects;

• High-performing employees may participate in the company’s strategic business initiatives and international market expansion projects.

The remuneration package will be determined based on the candidate’s experience, client network and overall capabilities.