Position Overview
We are seeking an ambitious, results-driven Head of Business Development to spearhead our high-net-worth (HNW) retail brokerage expansion. This is a newly created, strategic leadership role designed to capture significant market share across both the Hong Kong local market and the Chinese cross-border segment.
In this dual-focus role, you will leverage your existing book of HNW clients to immediately drive AUM and retail brokerage volume, while taking full ownership of our long-term growth strategy—including product development, service offerings, and building/leading a high-performing relationship management team.
Key Responsibilities
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Client Acquisition & Book Migration:
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Bring over an established, active portfolio of HNW clients from the retail banking sector to jumpstart our brokerage and wealth management platform.
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Actively source, pitch, and onboard high-net-worth retail and cross-border clients (including Mainland Chinese clients utilizing cross-border channels).
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Strategic Business Development:
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Formulate and execute comprehensive business development strategies to rapidly scale our retail brokerage and wealth management footprint in Hong Kong and the Greater Bay Area.
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Identify market trends, client demands, and competitive edges to expand our market share.
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Product Innovation:
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Conceptualize, evaluate, and collaborate with internal product and tech teams to develop innovative brokerage, investment, and wealth management products tailored to HNW retail investors.
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Team Building & Talent Acquisition:
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Design and execute a robust recruitment plan to build a premier relationship management and sales team.
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Mentor, coach, and lead sales professionals to meet and exceed aggressive performance metrics and KPIs.
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Key Requirements
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Experience: Minimum 8 to 12+ years of extensive experience in retail banking, wealth management, or securities brokerage, currently or recently operating in a Senior Premier Relationship Manager (RM) or equivalent HNW-focused role.
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Client Portfolio: A proven, verifiable track record of managing and migrating a substantial book of HNW clients with active trading and investment portfolios.
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Target Audience Expertise: Deep familiarity with the servicing needs, investment behaviors, and compliance requirements of both Hong Kong local HNW clients and Chinese cross-border clients.
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Leadership & Vision: Demonstrated leadership capabilities with experience in strategic planning, product ideation, and building/scaling sales teams from the ground up.
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Regulatory Knowledge: Sound understanding of SFC regulations, HKMA guidelines, and relevant AML/KYC compliance frameworks for cross-border and local retail brokerage operations.
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Languages: Fluency in Cantonese, Mandarin, and English is essential.
What We Offer
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Competitive Compensation: Generous base salary coupled with high-earning potential performance bonuses tied to AUM and revenue generation.
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Strategic Impact: A rare leadership opportunity to shape the trajectory of a major retail brokerage initiative backed by industry leaders.
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Dynamic Environment: An innovative culture that blends traditional financial expertise with cutting-edge digital banking and securities infrastructure.
