Banking Insurance Business Development SaaS Compliance Software Regulatory

Department: HOT HK
Salary: Negotiable

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RECRUITER SUMMARY

HOT HK Sales, Banking Insurance Business Development SaaS Compliance Software Regulatory, Negotiable

16/09/2026

Candidate Background

Nationality:
Hong Konger
Residence:
Hong Kong
Education:
MBA XXXX BA (Hons) Financial Management XXXX
Languages:
English – Fluent Cantonese – Native Mandarin – Fluent
Experience:
8+ years of experience in the industry Current & Previous Employers and jobs include: Assistant Vice President, Business Development Specialist at XXXX Assistant Manager, Private Banking at XXXX Senior Officer at XXXX Assistant Relationship Manager, International Banking at XXXX
Motives:
Is actively looking for a job right now because wants professional growth and next step to his career. Open for Sales or Business Development roles within the BFSI industry.
Current Salary:
40K+ HKD per month 15K Commission
Expected Salary:
Negotiable
Notice Period:
1 Month
Interview Availability:
Requires a day notice

Interview Assessment Notes

1. Could you introduce yourself and tell us about you? Your current / recent jobs and employers? Previous companies and jobs?
He has about 7 years of experience within financial institutions, especially in banking, doing Financial Service Relationship Management. The last few years, he moved his career into more technical side, doing compliance software, and is now in the business development team as a Team Lead; he has worked with clients in different industries especially insurance and banks, mostly doing automation projects.
He is currently with XXXX as an Assistant Vice President, Business Development Specialist where he is responsible for end-to-end cycle of their SaaS platform, from the start to closing of deals. Right now, he is handling about 30 clients which he get in touch every day, setting the project deliverables, sending quotations to match their needs, and so on. They do a lot of market research since they compete with other global vendors, especially in the Chinese market. He also have to work with different teams such as the IT, Security, and more; have partnership with professional bodies in Hong Kong as well such as CPA, involved in seminars like Hong Kong Fintech Week. Previously, he was with XXXX and XXXX where he did relationship management responsibilities for both.

2. What skill(s) / experience would you self-describe as strongest or specialist in?
Strongest skill would be his deep knowledge and experience within the banking industry; he knows a lot about the industry such as regulations, culture, product, and how to get in touch with people in the space. As per his greatest achievements, he has delivered different system to banks, especially ones with complex process from checking company background, coding, integration, logistics, and everything from end-to-end. The biggest deal he has helped close so far was seven-digit USD for a banking client.

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