Associate – Client Development (Retail Brokers & Private Wealth) at Hong Kong Exchanges and Clearing Limited (HKEX)

, Hong Kong, China -

Full Time

Start Date

Immediate

Expiry Date

04 Jan, 26

Salary

0.0

Posted On

06 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Services, Onboarding, Sales Support, Trading Workflows, Market Data Platforms, Brokerage Systems, Organizational Skills, Communication Skills, Analytical Skills, Business Analytics, Marketing Support, Client Engagement, Project Coordination, Issue Resolution, Fluent English, Mandarin

Industry

Financial Services

Description

Company Introduction: We’re home to Asia's most dynamic and vibrant capital markets. Connecting capital, ideas, inspiration and innovation for deeper, more diverse and liquid global capital markets; providing greater choice and opportunity for our customers, each and every day. HKEX is a purpose-driven company. Our commitment to the long-term development of our business and our markets is articulated in our purpose: "To Connect, Promote and Progress our Markets and the Communities they support for the prosperity of all." Job Summary: The Associate supports the execution of client development initiatives across retail brokers, fintechs, and private wealth channels in Asia. The role focuses on onboarding, product enablement, client engagement, project coordination, and marketing support to deliver HKEX solutions—including market data, trading access, and derivatives enablement—to clients in Hong Kong, Korea, Japan, Taiwan, and China. The successful candidate will work closely with internal teams and external clients to ensure timely delivery and alignment with HKEX’s strategic goals. Job Duties: Key Responsibilities: Client Enablement & Engagement Assist in onboarding and activation of clients including fintech brokers, local and Chinese banks, futures brokers, and retail brokers across the region. Coordinate delivery of HKEX services such as market data access, cash trading (IPOs, ETFs), and derivatives enablement (SSO/WSO, Indices, other FIC futures). Organize client engagement meetings, prepare agendas, take minutes, and follow up on action items. Maintain structured logs of client feedback and engagement outcomes; proactively collect and chase feedback from participants and accounts to support continuous improvement. Project Cross-Functional Support Support execution of strategic initiatives by collecting client feedback, including: OCP (Order Connectivity Platform) ODP (Order Distribution Platform) T+1 Settlement Discussion Collaborate with internal platform teams including Clearing & Trading (CT), Digital Transformation (DT), Risk, and Post-Trade to ensure smooth project delivery and client readiness. Business Analytics & Insights Perform business analytics on client activity, product usage, and engagement trends. Develop insights to support client segmentation, opportunity identification, and strategic planning. Share findings with internal stakeholders to inform product development and service enhancements. Marketing & Content Distribution Support marketing execution by coordinating client-facing campaigns and initiatives. Work with product teams to drive content distribution, including product updates, educational materials, and promotional content tailored to client segments. Client Support & Issue Resolution Act as a key contact for client queries related to onboarding, entitlements, and product usage. Troubleshoot issues and coordinate with internal teams to ensure timely resolution. Experience & Qualifications: 2–4 years of experience in client services, onboarding, or sales support within financial services or fintech. Familiarity with trading workflows, market data platforms, and brokerage systems. Strong organizational, communication, and analytical skills; ability to manage multiple client projects. Experience in meeting coordination, client feedback management, business analytics, and marketing support is a plus. Fluent in English; Mandarin, Korean, or Japanese is advantageous. Knowledge of HKEX products and regional market structures is preferred. HKEX is committed as an Equal Opportunity Employer. Diversity is one of our core values and we look to support, respect diverse perspectives, abilities, culture and experiences within our workplace. Location: HK-ONE ES 49/F Shift: Standard - 40 Hours (Hong Kong SAR) Scheduled Weekly Hours: 40 Worker Type: Permanent Hong Kong Exchanges and Clearing Limited (HKEX) is a publicly-traded company (HKEX Stock Code:388) and one of the world’s leading global exchange groups, offering a range of equity, derivative, commodity, fixed income and other financial markets, products and services, including the London Metals Exchange. As a superconnector and gateway between East and West, HKEX facilitates the two-way flow of capital, ideas and dialogue between China and the rest of world, through its pioneering Connect schemes, increasingly diversified product ecosystem and its deep, liquid and international markets. HKEX is a purpose-led organisation which, across its business and through the work of HKEX Foundation, seeks to connect, promote and progress its markets and the communities it supports for the prosperity of all. Discover the latest career opportunities and programmes at HKEX.

Responsibilities

The Associate supports client development initiatives across retail brokers, fintechs, and private wealth channels in Asia. Key responsibilities include onboarding clients, coordinating service delivery, and maintaining client engagement.