The Role
Build and maintain relationships with high-value, active-trading clients; achieve assets-under-management and sales targets; collaborate with advisory and product teams on portfolio diagnostics and asset allocation; support onboarding, retention, and trading-related service needs. Requires financial-services relationship management experience, complex derivatives trading expertise, Cantonese and Mandarin proficiency, and Hong Kong work authorization.
Summary Generated by Built In
Key Responsibilities:
- Client Relationship & Business Growth: Establish and maintain strong, long-term relationships with high-value and active-trading clients on the platform to achieve team AUM and sales targets.
- Advisory & Solutions Collaboration: Collaborate closely with Investment Advisory and Product teams to deliver tailored services—including portfolio health checks/diagnostics and asset allocation solutions—aligned with clients' risk profiles and investment objectives.
- Client Service & Retention: Deliver premium, end-to-end services to existing clients, covering account onboarding, ongoing relationship maintenance, and resolving trading-related inquiries and issues.
職責:
- 與平台主动交易型高贡献客群客戶建立緊密的關係，以完成團隊資產管理規模和銷售目標
- 與投資顧問和產品團隊密切合作，根據客戶的需求和風險狀況向他們提供持倉診斷、資產配置等服務
- 為存量客户客戶提供優質服務，包括但不限於開戶、關係維護和解決客戶交易類問題
Requirements
Requirements:
- Education: Bachelor’s degree or above, preferably in Finance, Economics, Business Administration, or a related discipline.
- Experience: 2–6 years of relevant client-facing / relationship management experience in financial services or brokerage.
- Trading Expertise (Must-have): In-depth knowledge of financial products with a minimum of 2 years of hands-on experience in complex derivatives trading.
- Work Authorization: Valid Hong Kong Permanent Identity Card (HKID) or eligible Hong Kong work visa (e.g., IANG, TTPS / Top Talent Pass Scheme, QMAS).
- Language Proficiency: Professional working proficiency in Cantonese and Mandarin (both spoken and written); fluency in English is a strong plus.
- Mindset: Highly client-centric with strong service orientation, commercial acumen, and excellent communication skills.
Preferred Qualifications (Nice to Have):
- Prior experience in Private Banking (PB) or Private Wealth Management (PWM), with a solid understanding of PWM operational workflows, industry regulations, and strong risk & compliance awareness.
- Currently holding SFC Type 1 & 4 representative licenses, or having passed HKSI Licensing Examination Papers 1, 7 & 8.
要求:
- 本科及以上學歷，金融、經濟或相關專業優先
- 2-6年客戶相關工作經驗
- 持有香港身份證 或 在港工作/逗留簽證（IANG/高才/優才）
- 粵語和國語可以作為工作語言, 會英語者優先考慮
- 熟悉期權，並擁有2年或以上複雜衍生品交易經驗 (必須)
- 以客為先，有服務意識，能為客戶提供卓越的優質服務
加分項
- 優先考慮有私人銀行或私人財富管理相關工作經驗，熟悉私人財富管理業務流程及相關法規，具備風險及合規意識的候選人
- 優先考慮持有香港證監會1,4號牌照或通過證券及期貨考試 1,7 & 8 卷的候選人
Skills Required
- Bachelor's degree or above, preferably in Finance, Economics, Business Administration, or a related discipline
- 2-6 years of relevant client-facing or relationship management experience in financial services or brokerage
- At least 2 years of hands-on experience in complex derivatives trading
- In-depth knowledge of financial products
- Valid Hong Kong Permanent Identity Card or eligible Hong Kong work visa, such as IANG, TTPS, or QMAS
- Professional working proficiency in Cantonese and Mandarin, spoken and written
- Strong client service orientation, commercial acumen, and communication skills
- Prior private banking or private wealth management experience
- Understanding of private wealth management workflows, industry regulations, risk, and compliance
- SFC Type 1 and 4 representative licenses or HKSI Licensing Examination Papers 1, 7, and 8
- Fluency in English
Futu Holdings Limited Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Futu Holdings Limited and has not been reviewed or approved by Futu Holdings Limited.
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Healthcare Strength — Health insurance in the U.S. arm is described as strong, with some accounts citing employer-paid premiums for employees. Core medical coverage is listed across U.S. roles.
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Retirement Support — Retirement programs are offered by region, including a U.S. 401(k) with employer contribution and Hong Kong MPF participation. PRC and Singapore roles align with statutory social insurance and CPF-related schemes.
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Equity Value & Accessibility — Equity compensation exists via a group share incentive plan, with some roles in U.S. subsidiaries receiving RSUs at hire. Where granted, equity can meaningfully augment total compensation.
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The Company
What We Do
Futu Holdings Limited (Nasdaq: FUTU) is a leading fintech company committed to transforming the investing experience for investors worldwide. With a global presence across Hong Kong, Singapore, the U.S., Australia, Canada, Japan, Malaysia, and New Zealand, we serve over 26 million users through our one-stop digital platforms, Futubull and moomoo, enabling everyone to become a better investor on the go. At Futu, our mission remains unchanged since day 1: make investing easier and not alone. We empower investors of all levels to confidently navigate the market with all the essential tools and data to achieve their financial goals. Together, we strive to build a world where smarter investing is within reach for all.
