Intermediary Relationship Manager, Assistant Vice President

About the role

State Street Investment Management is looking for an Intermediary Relationship Manager reporting directly to the Managing Director. It is a junior client coverage role with progressive responsibility for revenue generation, covering Hong Kong primarily and supporting Taiwan, Macau and China. About 50% of the time is spent on phone-based client engagement, and the role supports the Head of Intermediary Greater China.

Key responsibilities

• Build and maintain relationships with allocated intermediary clients and prospects such as online and traditional brokers, financial advisers, banks, family offices, private wealth firms, asset managers and MPFs.
• Carry out proactive and reactive client engagement, with roughly half the time on virtual and phone outreach, qualification and follow-up.
• Aim for 25-30 client meetings per month and develop a qualified pipeline, progressing opportunities through the sales cycle.
• Run targeted sales and marketing campaigns, including follow-up from events, thought leadership and product initiatives, and support the distribution of investment solutions.
• Maintain accurate client, activity and pipeline data in Salesforce and coordinate with Marketing, Product, Investment, Operations, Legal, Risk and Compliance.
• Monitor the market, competitors and products in Greater China and share insights internally.

Required profile

• Approximately 3-5 years of experience in asset management, wealth management, financial services distribution or client relationship management.
• Bachelor's degree or equivalent, preferably in finance, economics, business or a related discipline.
• Relevant Hong Kong regulatory licenses (Type 1 and Type 4) are required, or the ability to obtain them within an agreed timeframe.
• Professional fluency in English and Chinese; Cantonese and/or Mandarin is highly desirable.

Required skills

• Working knowledge of investment products, portfolio construction and asset allocation, and understanding of ETF distribution.
• Proficiency in Salesforce or a comparable CRM platform.
• Ability to interpret client needs and turn investment information into clear client communications.
• Strong analytical, organisational and prioritisation skills, with sound judgement on risk, compliance and governance.