Head of Financial Partners

Company : Forthright Financial Holdings Co., Ltd

Job Type : Full Time

Hong Kong

Job Description - Head of Financial Partners

職責

1. 開發及維護金融同業渠道，包括家族辦公室、獨立理財顧問、資管機構、銀行、金融 KOL 等合作夥伴，建立穩定合作網絡。

2. 負責商務洽談、合作方案設計，跟進盡職審查、合約簽署，推動渠道轉介客戶及產品合作落地。

3. 持續跟蹤渠道業績數據，定期复盘渠道成效，優化合作模式，帶動 AUM 與收入增長。

4. 維持與合作夥伴日常聯繫，組織聯合路演及業務交流，拓展新渠道資源。

5. 確保所有渠道合作流程符合 SFC 監管及公司內部合規要求。

要求

1. 學士或以上學歷，擁有香港金融渠道 BD 經驗，具備成熟金融同業人脈。

2. 熟悉證券、財管產品，掌握渠道拓展、商務談判技巧，了解相關監管合規。

3. 流利粵語、普通話及英語，目標導向，自驅力強，擅長跨機構溝通。

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About the Company

Forthright Financial Holdings Co., Ltd

職責 1. 開發及維護金融同業渠道，包括家族辦公室、獨立理財顧問、資管機構、銀行、金融 KOL 等合作夥伴，建立穩定合作網絡。 2. 負責商務洽談、合作方案設計，跟進盡職審查、合約簽署，推動渠道轉介客戶及產品合作落地。 3. 持續跟蹤渠道業績數據，定期复盘渠道成效，優化合作模式，帶動 AUM 與收入增長。 4. 維持與合作夥...

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Head of Financial Partners

Job Description - Head of Financial Partners

About the Company

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