Location: Central, Hong Kong

Job Description:

We are seeking an experienced and dynamic Business Development Manager to spearhead relationship development with various wealth management partners, such as insurance brokers, trustees, and immigration consultants, for our high-net-worth (HNW) clients. Your role will be pivotal in delivering efficient and holistic services that inspire trust and confidence in our Group’s comprehensive wealth management strategies.

The ideal candidate will have a successful background in business development and client relationship management, combined with a deep understanding of the unique needs of high-net-worth individuals, particularly in the realm of high-end insurance.

Responsibilities:

• Serve as the key figure in establishing and maintaining a robust platform by collaborating closely with various service providers, delivering comprehensive wealth management solutions—including global insurance referrals, overseas education and immigration consulting, and medical recommendations.
• Strategically develop and expand wealth management services tailored to high-net-worth individuals.
• Cultivate and strengthen lasting relationships with clients by understanding their unique needs and providing customized solutions.
• Collaborate across departments to ensure the seamless delivery of wealth management solutions and services.
• Provide support to Group companies as required.

Requirements:

• Bachelor’s degree in Business Administration, Marketing, Finance, or a related field. 
• Proven experience in business development or a similar role, preferably within the financial services or consulting industry.
• In-depth understanding of the needs and expectations of HNW individuals.
• Excellent communication, negotiation, and presentation skills.
• Ability to work independently and as part of a team.
• Active insurance license is an advantage.
• Fluency in Cantonese, English, and Mandarin (both written and spoken).

Benefits:

• Competitive salary and performance-based bonuses.
• Comprehensive health insurance and MPF plans.
• Opportunities for professional growth and development.
• Dynamic and collaborative work environment.
• ssional growth and development.
• Dynamic and collaborative work environment.

Responsibilities: 

• Focus on equity research on TMT, AI, EV and other innovative high-tech sectors (mainly on U.S. listed stocks).  
• Build fundamental equity valuation models from scratch.
• Participate in earnings calls and investor conferences; formulate earnings forecast and valuation judgement for targeted companies.
• Closely monitor the macro-economic situations and industry trends for covered sectors/companies; prepare industry reports, company updates, and investment memos.
• Provide investment recommendations and assist in formulating investment strategy and asset allocation.
• Assist in portfolio management and other various thematic research.
  
  

Requirements:

• At least 4 years solid experiences in equity research and/or portfolio management, ideally covering stocks in high-tech and innovation sectors; candidates with experience with top investment banks or asset management firms are preferred.
• Innovative mindset, logical thinking, with strong team spirit, excellent communication and coordination skills.
• Good knowledge of finance and data analysis ability, familiar with Bloomberg and other related financial platforms.
• Maintains integrity at all times.
• Can communicate effectively while under pressure.
• Fluent in English and Mandarin, both written and verbal.

Job Highlights

• Portfolio management; FoF
• Proven track record
• Flexible investment strategy

Job Description

We’re hiring for Portfolio Managers to manage Group’s proprietary accounts, which primarily invest across a broad array of global assets including U.S. equities, bonds, and commodities. Outstanding PMs with solid track records are welcome to apply.

Experienced money managers who are accomplished in fund of funds (FoF) are also welcomed.

Responsibilities:

• Independently managing discretionary mandates and generating profit in your book; flexible investment strategies.
• Be responsible for risk management, P&L monitoring, performance attribution, and scenario analysis of portfolio holding.
• Implementing portfolio strategy, risk monitoring and mandate compliance.
• Supervise investment analysts and collaborate with the Management to translate research insights into investment decisions.

Requirements:

• Proven experience/record of successful trading and P&L generation on the sell-side or buy-side is a MUST.
• University degree in Math, Science, Finance, or Economics is a plus.
• Clearly defined scalable strategy and investment process.
• Maintain integrity at all times.
• Can communicate effectively while under pressure.
• Strong risk management skills.
• Chinese and English proficiency.
• Team player with flexible mindset and interpersonal skills.

Job Responsibilities

• Acquire new HNW/UHNW clients and solicit business opportunities to expand firm’s AUM
• Identify clients needs, develop proper investment strategies and take lead in active management of current HNW/UHNW clients
• Working closely with our EAM partners, including private banks, brokers, insurance firms, and other private wealth management service providers, to provide clients with professional diversified asset allocation strategies and global wealth management services
• Develop proper marketing strategies designed to generate revenue growth and to expand clientele base
• Promote long term client relationships and enhance the company’s value proposition

Qualifications

• At least 8 years of experience in relationship management within the private banking or wealth management sector
• Established client base with existing transferrable AUM is a MUST
• Strong acquisition and selling skills and solid track record in developing relationships with customers
• Solid track record in asset development, asset growth and revenue generation
• Strong client service and problem-solving mentality
• Fluent in English and Chinese

Job Responsibilities:

• Responsible for making investment decisions and risk management for company’s EAM team, investment products including but not limited to stocks, funds, fixed income, structured products, etc.
• Maintain close cooperation with external asset management (EAM) private banking partners, provide EAM clients with asset allocation and investment advice, risk management, and mandate compliance
• Lead EAM team to develop and implement wealth management strategies, to strengthen existing client relationships, and expanding company AUM
• Work closely with relationship managers to deliver investment ideas and update investment strategies to current and potential clients regularly
• Create appropriate marketing strategies to generate revenue growth and help to acquire new customers
• Coordinate with internal investment departments to update company investment products, assist the Management in formulating the company’s business strategy

Qualifications:

• Strong academic background in finance, economics, or investment
• Familiar with EAM services, solid knowledge of private banking investment and wealth management products, highly experienced in investment and wealth management for HNWI or UHNWI
• Must have a solid track record of successful investment management or investment decision-making experience (5+ years)
• Good communication and coordination ability, detail-oriented, good team spirit, multitasking, able to work independently
• Fluent in Chinese (Mandarin is a must), and English, both written and spoken
• SFC RO license (Type 4 & 9) is a plus