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Asset Management - Global Client Group - Senior Client Relationship Manager, Intermediary Sales, Greater China


Member of the Greater China Intermediary Sales team with the specific objective to develop and grow client relationships and business with existing and new intermediary clients   in our banks (mainly retail but also private) and insurance companies segments in Hong Kong and China (but with primary focus on Hong Kong business).


  • Deepen relationships and generate new sales revenues with existing clients.
  • Identify new key strategic distributors in the segment, develop the relationship and generate revenue streams with them. Work with your direct manager and the broader team in order to cross-fertilize sales opportunities and create synergies across segments and clients.
  • Achievement of the assigned sales targets and budgets. Work closely with other team-members to achieve team objectives.
  • Initiate product and marketing ideas and actively participate in business development meetings.
  • Coordinate sales activities for regional accounts with other team members.
  • Conduct seminars and product presentations.
  • Keep abreast of competitor activity, market development and respond proactively to any market changes.
  • As the position bearing the primary responsibility for ensuring adequate client/intermediary due diligence and exercising constant vigilance over the business relationship;
  • To ensure that the KYC process is carried out in a complete and timely manner so that all KYC files that the Company is responsible for are always maintained up-to-date
  • To contribute to the information and documentation collection and updating as well as to the provision of qualitative analysis, including materiality of adverse information, which is necessary for the Company to eventually decide on the client onboarding or recertification
  • To fulfill other responsibilities as set forth in the applicable KYC/ KYI policy


  • Internal: Investment, Marketing, Brand & Comm, Compliance, Legal, Client Service and Operation teams
  • External: Clients in Hong Kong & China and Transfer agent (BP2S)



  • University educated with a degree (Business, Finance or related subject are preferred)
  • CFA or related qualification preferred
  • Strong understanding of investment products, market dynamics and regulatory developments of the banking & insurance industry desired
  • More than 10 years’ experience in asset management industry
  • More than 10 years’ experience in sales
Primary Location
HK-Hong Kong (HK)-Hong Kong
Job Type
Standard / Permanent
Education Level
Bachelor Degree or equivalent (>= 3 years)
Experience Level
At least 10 years
CG 000104

Discover the different professions within BNP Paribas: Sales and Client relations

Working in Sales and Client Relations at BNP Paribas is all about helping clients on a daily basis, and supporting them at important times in their personal and professional lives.

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  • What if we told you that working in our Group isn’t quite what you might think? At BNP Paribas, we do a multitude of different jobs that are constantly evolving to meet the expectations of our clients and society as a whole. Whether through everyday tasks or major projects, doing one of our jobs means making a personal commitment to taking sustainable action.

  • Feeling good about your job means bringing your whole self to work and being who you are. It’s also about having the resources you need to achieve a healthy work-life balance. Both of these are major commitments at BNP Paribas.

  • At BNP Paribas, developing your skills is as important to us as it is to you. And the skills you learn with us will help you through the rest of your working life.

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