Relationship Manager - Options

About the role

We are looking for a Relationship Manager specialised in options to join our Hong Kong investment-advisory team. You will be the primary point of contact for clients actively trading options on our platform - helping them read their positions, manage risk, turn market views into actionable options strategies, and supporting their overall trading activity to hit team targets. This is a client-facing, KPI-driven role; structured training and licensing support will be provided if needed.

Key Responsibilities

Act as the primary relationship manager for active options-trading clients; maintain a clear view of each client's options positions, portfolio Greeks (delta, gamma, vega, theta) and overall risk exposure, and provide professional trading advisory and execution support to achieve team trading targets Track market trends, volatility regimes and event catalysts (earnings, macro releases, index rebalancing); translate them into tailored options trading ideas - directional, volatility and income/hedging strategies - matched to clients' risk appetite and trading habits Review clients' options holdings, proactively flag naked or excessive exposure, margin concentration and assignment risk, and provide timely guidance on position adjustment, rolling and risk management Continuously engage high-quality clients, address transaction-related queries, boost their options trading activity and extend their trading life-cycle Regularly deliver market and volatility analysis, promptly respond to daily inquiries, and handle complaints and issues to ensure client satisfaction and retention Strengthen client stickiness and sense of belonging, and promote referral and retention through salons, investment-strategy meetings, options-focused workshops and other client activities Requirements

Bachelor's degree or above; major in finance, economics, mathematics, quantitative disciplines or a related field is preferred Proficient in Cantonese and Mandarin as working languages; English fluency is a plus Eligible Hong Kong work visa (e.g., IANG, TTPS, QMAS) Solid foundation in financial markets, with proficient and hands-on knowledge of options: mechanics, Greeks, implied volatility and common strategies (covered calls, spreads, straddles/strangles, etc.); 2+years of options or complex-derivatives trading experience - serious personal high-frequency options trading experience is also strongly considered Familiar with the characteristics and needs of active / options-trading client groups; keen market and volatility insight; able to independently analyse trends, volatility and events and formulate options trading strategies Excellent communication and interpersonal skills, strong teamwork, and a goal- and customer-oriented mindset with sound service awareness; able to deliver high-quality service in a sales/KPI-driven environment Candidates with brokerage derivatives/options trading experience, client transaction-operation services, and risk & compliance awareness will be given priority Candidates holding SFC Type 1 and Type 4 licenses, or having passed SFE Papers 1, 7 & 8, will be given priority