Intermediary Relationship Manager, Assistant Vice President

Who we are looking for

We are looking for an Intermediary Relationship Manager reporting directly to Managing Director. The position is designed as a junior client coverage role with progressive responsibility for revenue generation. Approximately 50% of time will be allocated to phone-based client engagement, enabling scalable outreach, timely follow-up and disciplined campaign execution across a broad intermediary client base.

Why this role is important to us

The Intermediary Relationship Manager will help grow State Street Investment Management’s intermediary business across Greater China, focusing primarily on Hong Kong while supporting Taiwan, Macau and China. The role combines direct client coverage with support for the Head of Intermediary Greater China to strengthen client service, pipeline development and execution across multiple markets.

What you will be responsible for

As an Intermediary Relationship Manager, you will:

• Partner with the Head of Intermediary Greater China to deliver an integrated coverage plan across Hong Kong, Taiwan, Macau and China.

• Build and maintain relationships with allocated intermediary clients and prospects, including online brokers, traditional brokers, financial advisers, banks, family offices, private wealth firms, asset managers and MPFs.

• Undertake proactive and reactive client engagement, with approximately 50% of time focused on virtual / phone-based outreach, qualification and follow-up.

• Support a target cadence of 25–30 client meetings per month through meeting preparation, coordination, participation and follow-up.

• Develop and maintain a qualified pipeline, progress opportunities through the sales cycle and contribute progressively to revenue and Net New Assets growth.

• Execute targeted sales and marketing campaigns, including client follow-up arising from events, thought leadership and product initiatives.

• Support the distribution investment solutions across the client segment.

• Use Salesforce consistently to maintain accurate client, activity and pipeline data, support segmentation and improve sales effectiveness.

• Identify client needs and communicate relevant State Street Investment Management investment insights, products and capabilities clearly and appropriately.

• Coordinate with Marketing, Product, Investment, Operations, Legal, Risk and Compliance teams to support timely and high-quality client outcomes.

• Monitor intermediary market, competitor and product developments across Greater China and share actionable insights with internal stakeholders.

• Operate in accordance with all applicable regulatory requirements and State Street policies, procedures and conduct standards.

What we value

These skills will help you succeed in this role

• Client-focused, proactive and commercially minded.

• Confident communicator who is comfortable engaging clients by phone, virtually and in person.

• Collaborative and able to build trusted relationships across diverse teams and markets.

• Positive, adaptable and solutions-oriented, with the willingness to take ownership and navigate complexity.

• Disciplined in execution, follow-up and record keeping.

• Committed to State Street’s culture, corporate citizenship and an inclusive, multicultural working environment.

Education & Preferred Qualifications

• Approximately 3–5 years of relevant experience in asset management, wealth management, financial services distribution or client relationship management.

• Demonstrated client-facing capability and experience supporting or executing sales and relationship-management activity.

• Knowledge of intermediary client segments in Hong Kong and, ideally, broader Greater China markets.

• Experience with ETFs and other investment solutions is preferred.

• Demonstrated ability to organise client activity, manage follow-up and contribute to sales plans and campaigns.

• Bachelor’s degree or equivalent qualification, preferably in finance, economics, business or a related discipline.

• Relevant Hong Kong regulatory licenses (Type 1 and Type 4) are required for the role, or the ability to obtain them within an agreed timeframe.

Additional requirements

Specific Technical Knowledge / Qualifications

• Working knowledge of investment products, portfolio construction and asset allocation concepts.

• Understanding of ETF distribution and usage across intermediary and wealth channels.

• Proficiency in Salesforce or a comparable CRM platform, with strong discipline in activity and pipeline management.

• Ability to interpret client needs and translate investment information into clear, relevant client communications.

• Strong analytical, organisational and prioritisation skills, with the ability to manage multiple responsibilities and deadlines.

• Sound judgement and a strong commitment to risk, compliance, governance and regulatory requirements.

• Professional fluency in English and Chinese; Cantonese and/or Mandarin capability is highly desirable for client coverage across the region.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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