Client Acquisition Manager in Financial Services

1 week ago

Shenzhen, Guangdong, China Huatai Securities Full time

Business Development Specialist, FinTech and Retail Business

Key Responsibilities:

  • Lead initiatives for acquiring new application accounts and meeting departmental KPIs;
  • Identify and pursue new business ventures, managing sales projects including promotional campaigns, drafting terms and conditions, and creating customer communications via various channels such as WhatsApp, SMS, and email;
  • Investigate and establish new sales avenues through events like exhibitions, shopping centers, and promotional roadshows;
  • Identify and secure new clients based in Hong Kong to enhance user engagement for securities applications (e.g., partnerships with WeChat, Alipay, local influencers, etc.);
  • Maintain a robust network with local stakeholders, ensuring comprehensive coverage and connection across diverse channels;
  • Develop presentation materials, promotional content, partnership agreements, and other necessary documentation;
  • Establish KPIs, project timelines, budget allocations, resource planning, and oversee project execution, tracking outcomes and reporting on the progress of campaigns and sales channels;
  • Ensure adherence to regulatory standards and corporate governance protocols.

Qualifications:

  • Bachelor's degree in business or finance-related fields;
  • A minimum of 4 years of relevant experience in marketing or business development within the financial sector, including areas such as credit cards, loans, or insurance;
  • Ability to develop and optimize online customer acquisition strategies;
  • Preferred SFC registered Licensed Representative for regulated activities Type 1 and 4, though not mandatory;
  • Exceptional interpersonal skills, a collaborative team player, and capable of working independently;
  • Fluency in English and Chinese is required, with proficiency in Putonghua being advantageous;
  • Less experienced candidates may be considered for the Assistant Vice President level.

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