Business Development, WealthTech Innovation

Job description

About Us: Huatai International Financial Holdings Company Limited (“Huatai International” or “the Company”), is the only overseas wholly-owned or controlled subsidiary of Huatai Securities. Huatai International is the Huatai Group’s international arm which plays as a crucial role in the group's internationalization strategy by: a) not only providing offshore capital market services (and a global business platform) but also provides onshore clients with valuable cross-border capital market services (aligned with the mainland China government’s policies and commercial intentions); b) actively making use of Huatai Securities’ leading position, distribution network and customer base in mainland China; c) integrating on a global basis across many jurisdictions and regions, a successful and fully integrated international financial platform with innovative financial services solutions. Huatai International operates as a holding company for consolidating all of the group’s cross-border businesses and companies under one umbrella, offering a truly unified and international business platform. In recognition of such international strength, the renowned international rating agency Standard and Poor’s has assigned Huatai International a “BBB+” rating (for long term) and “A-2” (for short-term). Job Description : 1. Institutional Client Acquisition Identify, approach, and onboard new institutional clients including External Asset Managers (EAMs), Multi-Family Offices, and licensed intermediaries (Type 1/4/9). Develop and execute targeted outreach strategies to grow the platform's institutional client base in Hong Kong and the region. Conduct client presentations and platform demonstrations, articulating the platform's product and service proposition. Manage the onboarding pipeline from initial engagement through KYC, compliance review, and account activation. 2. Platform Business Expansion & Partnership Negotiation Identify and evaluate strategic partnership opportunities with financial institutions, product providers, technology vendors, and distribution networks. Lead or support commercial negotiations, term discussions, and agreement execution with partners and counterparties. Develop business cases and proposals for new market segments, product distribution channels, or geographic expansion. Collaborate with Product and Technology teams to ensure platform capabilities align with partner and client requirements. 3. Client Relationship Management & Service Serve as the primary point of contact for assigned institutional clients, ensuring high-quality and responsive service. Proactively engage clients on platform updates, new product offerings, and market developments relevant to their portfolios. Gather and relay client feedback to internal teams (Product, Technology, Operations) to drive continuous platform improvement. Monitor client activity and AUM trends; identify opportunities to deepen wallet share and cross-sell platform capabilities. 4. Cross-functional Coordination & Reporting Work closely with Compliance, Legal, and Operations to ensure smooth client onboarding and ongoing regulatory adherence. Prepare regular BD pipeline reports, client activity summaries, and business performance updates for senior management. Represent the platform at industry events, conferences, and networking functions to enhance market presence. Support the development of marketing collateral, pitch materials, and client-facing documentation. Qualifications: Bachelor's degree or above in Finance, Business Administration, Economics, or related discipline. Minimum 3 years of experience in business development, institutional sales, or client management within a bank, securities firm, or WealthTech platform. Established network within the EAM, family office, or professional investor community in Hong Kong is highly preferred. SFC Type 1 licence (dealing in securities) or Type 4 (advising on securities) is advantageous. Sound knowledge of wealth management products and services: equities, fixed income, structured products, funds, and FX. Familiarity with SFC/HKMA regulations governing institutional client onboarding and product distribution in Hong Kong. Strong commercial acumen with the ability to identify opportunities, build business cases, and close deals. Excellent communication and presentation skills in English and Chinese (Cantonese and/or Mandarin). Self-motivated, relationship-driven, and able to manage multiple client engagements in a fast-paced environment.