崗位職責

1、機構業務開發與落地

• 重點與中資/外資頭部機構建立業務連接，設計各類股票衍生品，債券等業務合作方案；
• 發掘機構客戶需求，推動聯合產品開發、渠道共享、客戶交叉營銷等深度合作；
• 建立香港金融機構資源庫，定期更新合作動態及競爭分析。

2、銀行關係強化

• 搭建與香港主流商業銀行的溝通機製；
• 統籌解決企業賬戶開立、資金清算、外匯管理等銀行端協同問題；
• 建立銀行客戶經理緊急響應機製，確保7×24小時關鍵問題對接。

3、資源整合與策略制定

• 製定年度機構合作路線圖，量化市場拓展指標（客戶增量、收入貢獻、毛利提升等）；
• 協調內部合規、產品、技術團隊，定製機構合作解決方案；
• 敏銳了解香港金融監管政策及變化，確保牌照及資質協同。

任職要求

1、硬性條件

• 10年以上香港金融機構合作經驗，3年以上團隊管理經歷；
• 深度掌握投行/券商/商業銀行核心業務流程及合作模式；
• 現有合作資源庫需覆蓋至少5家機構業務決策層；
• 精通跨境金融監管框架（HKMA、SFC相關條例）。

2、核心能力

• 破冰能力：具備與機構MD/CEO層級直接對話的商務經驗；
• 危機解決：曾主導處理過賬戶凍結、資金流轉阻滯等復雜問題；
• 資源變現：過往促成合作項目年均創收不低於1000萬港元。

3、語言能力

• 專業商務英文，普通話流利。

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Position Title: Head, Financial Institution Cooperation

Job Responsibilities

1.Institutional Business Development and Implementation

• Focus on establishing business connections with top-tier Chinese and foreign financial institutions; design cooperation plans for various products such as equity derivatives and bonds.
• Identify the needs of institutional clients, drive joint product development, channel sharing, cross-marketing, and other deep cooperation.
• Build a Hong Kong financial institution resource database, and regularly update cooperation activities and competitive analyses.

2. Enhancing Banking Relationship

• Establish communication mechanisms with mainstream commercial banks in Hong Kong.
• Coordinate with the banking side to resolve issues such as corporate account opening, fund clearing, foreign exchange management, etc.
• Set up an emergency response mechanism for bank relationship managers to ensure 24/7 resolution of critical issues.

3. Resource Integration and Strategy Development

• Develop an annual roadmap for institutional cooperation with quantifiable market expansion targets (e.g., client growth, revenue contribution, gross profit improvement).
• Coordinate with internal teams (compliance, product, technology) to customize institutional cooperation solutions.
• Monitor changes in financial regulatory policies in Hong Kong and implement relevant updates for licensing and qualifications.

Job Requirements

1.Mandatory Requirements

• Over 10 years of experience in financial institution cooperation in Hong Kong, with at least 3 years of team management experience.
• In-depth understanding of the core business processes and cooperation models of investment banks, brokerages, and commercial banks.
• Existing network must include decision-makers from at least five institutions.
• Proficiency in cross-border financial regulatory frameworks (e.g., HKMA, SFC regulations).

2. Core Competencies

• Exceptional Relationship-Building Skills: Proven ability to directly engage with MD/CEO-level executives at institutions.
• Crisis Resolution Expertise: Hands-on experience in resolving complex issues such as account freezing and fund flow obstructions.
• Resource Monetization: Track record of facilitating cooperation projects with an annual revenue contribution of no less than HKD 10 million.

3. Language Requirement

• Fluent in Mandarin and business English.

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