About Our Client
Our client is a top-tier, globally renowned banking institution with a dominant market presence in Hong Kong and Asia-Pacific. Supported by an extensive regional network and immense financial backing, they offer comprehensive retail, corporate, and private banking services. To lead their next phase of growth and digital transformation in the wealth space, they are seeking a visionary and seasoned executive to join as Head of Wealth Management.
Position Overview
As the Head of Wealth Management, you will steer the strategic direction, profitability, and expansion of the bank’s wealth management portfolio across Investment, Insurance, and Financial Planning lines. You will hold complete ownership over AUM growth, product development, digital enhancements, and sales force strategy while ensuring regulatory excellence.
Key Responsibilities
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Strategic Business Leadership: Define and execute the end-to-end strategy for the Wealth Management segment to achieve aggressive financial targets, AUM expansion, and market share growth.
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Product & Digital Innovation: Oversee the sourcing, development, and positioning of wealth management products (Mutual Funds, Bonds, Structured Products, Insurance). Drive digital transformation initiatives to elevate the online platform and client journey.
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Sales Force Leadership: Lead, inspire, and scale a large sales force (including Relationship Managers and Investment Consultants), fostering a high-performance advisory culture.
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Segment Strategy: Formulate targeted value propositions for High-Net-Worth (HNW), affluent, and mass affluent customer segments to optimize acquisition and retention.
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Governance & Regulatory Compliance: Maintain a robust risk and governance framework. Ensure all business activities, sales practices, and disclosures strictly adhere to HKMA, SFC, and regulatory mandates.
Requirements & Qualifications
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Education: Bachelor’s degree or above in Finance, Business Administration, or a related field. Professional designations (CFP, CFA, FRM) are highly advantageous.
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Experience: 15–20+ years of solid experience in retail banking, wealth management, or private banking, with a minimum of 5 years in a top-level senior managerial role.
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Regulatory Fitness: Fully eligible to fulfill HKMA / SFC Executive Officer (EO) / Responsible Officer (RO) status and satisfy Section 72B Manager registration requirements.
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Track Record: Demonstrated success managing a sizable P&L, scaling multi-asset AUM, and leading large cross-functional teams.
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Regulatory Expertise: Deep, current understanding of Hong Kong regulatory frameworks (HKMA & SFC guidelines).
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Skills & Languages: Exceptional executive presence, visionary leadership, and strategic stakeholder management skills. Fluency in English and Chinese (Cantonese and Putonghua) is required.
What’s on Offer
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Executive-level competitive remuneration package and performance bonuses.
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Executive oversight of a market-leading wealth management franchise.
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Strong corporate backing with substantial strategic investment in digital transformation and cross-border initiatives.
