Head of Business Development(HNW&Retail Brokerage)
Core
Spearhead high-net-worth (HNW) retail brokerage expansion in Hong Kong and the Greater Bay Area, driving AUM and volume by migrating existing banking clients and building a new sales team.
Role type
Strategic leadership Head of Business Development (HNW Retail Brokerage)
Builds
Retail brokerage and wealth management platform, product offerings, and a high-performing relationship management team
Domain
Financial Services / Wealth Management / Securities Brokerage
Required skills
HNW client acquisition, book migration, strategic business development, product innovation, team building, regulatory compliance (SFC/HKMA)
Responsibilities
Migrate established HNW client portfolios from retail banking to brokerage; source and onboard new HNW and cross-border clients; formulate and execute growth strategies for Hong Kong and Greater Bay Area; develop innovative brokerage and wealth management products; recruit, mentor, and lead a relationship management and sales team
Seniority
Senior, strategic leadership