Client Development and Management Specialist(J19525)

Job Descriptions

1. Coordinate departmental business needs and develop clear business plans aligned with the company's overall business strategy and current business operations.
2. Maintain efficient communication with the sales team, develop optimization initiatives based on operational needs, and drive the implementation of these projects.
3. Facilitate cross-functional and intra-departmental communication to ensure seamless and efficient business workflows.
4. Assist in the preparation and implementation of new business projects, covering market research, plan formulation, system testing, process mapping, and standardization.
5. Assist in exploring external strategic partnership opportunities, engaging with banks and brokerages, and driving the negotiation, structuring, and execution of cooperation agreements.

主要职责：

1. 根据公司整体业务规划，结合部门客群需求及实际业务情况，制定业务执行方案。
2. 与客群销售团队高效沟通，推动方案落地实施，并制定优化举措，保障业务高效、平稳运行。
3. 负责部门内部跨团队及跨部门的沟通协调工作，提升协作效率与业务顺畅度。
4. 协助部门推进客群新业务项目的筹备及落地工作，涵盖调研论证、业务方案制定、系统需求对接与测试、流程梳理与规范等关键环节。
5. 参与拓展与银行、券商等机构的合作机会，推动合作方案谈判、方案制定及最终落地执行。

Qualifications：

1. Bachelor’s degree or above, with a major in Finance, Business Administration, or related fields preferred.
2. A minimum of 2 years of experience in the financial industry, preferably with experience in cross-market business development, wealth management, or FinTech.
3. An excellent team player with the ability to work well under pressure.
4. Highly organized, detail-oriented, and accurate in work execution, coupled with a strong sense of risk management and compliance.
5. Excellent communication skills, fluent in both Mandarin and English; proficiency in Cantonese is highly preferred.

资质要求：

1. 本科及以上学历，金融、工商管理等相关专业优先。
2. 具备至少两年金融行业工作经验，有跨市场业务拓展、财富管理、金融科技相关经验者优先。
3. 具备优秀团队协作意识和抗压能力。
4. 工作严谨、逻辑清晰，风险与合规意识强。
5. 具备出色的沟通能力，中英文表达流利；懂粤语者优先。