Senior Associate / AVP /BD Manager, Wealth Management - Retail

Eddid Securities and Futures Limited

About Eddid Financial:

Anchored in Hong Kong, Eddid Financial is an all-encompassing financial group centered around fintech and dedicated to integrating latest technologies into its enterprise DNA. The diversified businesses of Eddid Financial range from retail to institutional and include but are not limited to fintech, internet finance, wealth management, asset management, investment banking, and digital assets.

Eddid Financial is committed to providing one-stop financial services and products to customers through high-quality investment solutions. Members of the Group hold a variety of licenses and memberships across key financial markets. These include Hong Kong Securities and Futures Commission (SFC) regulated activities ("RA") licenses for types 1, 2, 3, 4, 5, 6, and 9; SEHK and HKCC participant (OTP-C broker number: 0974 and 0977), Insurance Broker Company license; Trust or Company Service Provider License in Hong Kong.

Additionally, our fully owned U.S. broker-dealer subsidiary, Eddid Securities USA Inc., maintains approved membership with the Financial Industry Regulatory Authority (FINRA), the National Futures Association (NFA), the Securities Investor Protection Corporation (SIPC), and the Nasdaq Stock Market LLC (NQX), the New York Stock Exchange (NYSE) and NYSE American, and is a registered with the U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) in the United States.

Our Singapore subsidiary, Eddid Financial Singapore Pte. Ltd., holds the Capital Markets Services License (License No.: CMS101839) issued by the Monetary Authority of Singapore (MAS).

With a view to catching up with our rapid expansion, we are sincerely hiring talents to join our Group.

Key elements of the job:

Lead the design and execution of sales strategies for the Wealth Management department, including product structuring, new market penetration, and management of key client relationships.
Champion the expansion of the department’s presence in the region and drive growth in selected global markets.
Oversee day‑to‑day operations of the department, ensuring high standards of execution while providing strategic and tactical support to the Director and senior management.
Originate, develop, and close new business opportunities, while deepening relationships with existing high‑value and strategic clients.
Partner with the Director and senior management to shape and implement the department’s business plan, P&L targets, and budget, and take accountability for achieving agreed KPIs.
Continuously monitor market trends, regulatory changes, and competitor activities to identify new revenue streams, mitigate risks, and refine the go‑to‑market strategy.

The ideal candidate:

Bachelor’s degree in Business, Finance, Economics, or a related discipline from HK or recognized university in other countries.
SFC Type 1 and Type 2 licences (RA1 and RA2) are required.
Deep knowledge of regulatory requirements and industry best practices in Hong Kong and key regional markets.
Minimum 3 years of front‑line business development and sales experience within the financial industry, ideally with a strong track record in wealth management or investment products.
Positive, proactive leader with exceptional communication and interpersonal skills, able to build trust with UHNW/HNW clients and internal stakeholders.
Proven experience working closely with senior management, with strong influencing and stakeholder‑management skills and the ability to drive strategic initiatives.
Strong analytical and commercial mindset, with the ability to identify, structure, and evaluate complex business opportunities and translate insights into action.
Strong familiarity with a broad range of investment instruments and markets, with genuine passion for investments and portfolio solutions.
Fluent in Cantonese is a MUST, with excellent written skills in both English and Chinese.