Head of Private Wealth Management (PWM) Business, Hong Kong
Core
Build and scale the private wealth management franchise for the Hong Kong office, bridging Mainland Chinese client networks with regulated product platforms to drive a shift from brokerage-led to fee-based AUM-driven revenue for HNWIs and UHNWIs across Greater China.
Role type
Senior leadership private wealth management head
Builds
Fee-based asset management and advisory revenue streams
Domain
Private banking and wealth management in Greater China
Required skills
Strategic leadership, P&L ownership, cross-border synergy, product shelf curation, advisory framework design, family office proposition development, talent acquisition, client acquisition, performance management, regulatory compliance, risk control
Preferred skills
MBA, experience in Chinese securities firms or major private banks, SFC Type 9 licensing, Cantonese fluency
Technologies
SFC licensing frameworks
Responsibilities
Drive business model transformation, manage P&L, curate product offerings, design advisory frameworks, build family office propositions, acquire and manage talent, acquire clients, ensure regulatory compliance and risk governance
Seniority
Senior, hands-on IC with leadership mandate