AVP/VP Operations & Trade Support– Greater China (Sales & Middle Office Operations)

• Budget: HKD 40-70K/month
• Headcounts 3-4
• Report to Head of Middle Office
• Fluent in Mandarin is a MUST

Responsibilities

• 70% — Middle Office Operating Infrastructure & Sales Governance:  30% — BD & Sales Enablement / Roadshow Support: 
• Architect and operationalize an end-to-end middle-office workflow covering client onboarding, account structure setup, fee tracking, and sales pipeline transparency.
• Partner with Front Office (BD/Sales) and Control Functions (Compliance, Risk, Legal, Product Operations) to optimize deal lifecycles and reduce operational friction.
• Implement sales process management, oversee roadshow execution, and maintain standardized collateral repositories for wealth and asset management offerings.
• Track pipeline health, client conversion metrics, and operational performance to iterate middle-office mechanisms.

Key Requirements

• Bachelor's degree or above in Finance, Business, Marketing, or a related discipline.
• 5–8 years of middle-office operations, sales operations, or business management experience within a securities firm, wealth management institution, or asset manager.
• Demonstrated experience establishing zero-to-one SOPs, operational roadmaps, and cross-regional/cross-functional collaboration frameworks.
• Strong knowledge of Hong Kong financial markets and regulatory frameworks (SFC).
  
• Background: Securities brokerage, wealth management, or asset management only (strictly no pure commercial retail banking profiles). 
• Residency: Hong Kong Local or Mainland talents with existing HK work authorization (No visa sponsorship provided). 

Fluency in English and Mandarin (mandatory); proficiency in Cantonese is an advantage