Business Development Director
Core
Lead strategic growth initiatives for IQ-EQ's Private Wealth sector in Greater China by directly selling and cross-selling services to Family Offices, Multi-Family Offices, institutions, and high-net-worth individuals.
Role type
Senior Business Development Director (Private Wealth)
Builds
Revenue growth and market relationships for IQ-EQ's Private Wealth services in Greater China
Domain
Financial Services / Private Wealth / Asset Administration
Deliverable
client delivery
Required skills
Business development, lead generation, client engagement, market intelligence, RFP/RFI support, financial services sales, private wealth solutions knowledge, proposal writing, stakeholder management
Preferred skills
Greater China private wealth landscape knowledge, Private Trust planning, fund structures (PE/Hedge), Cantonese fluency
Technologies
MS Excel, Word, PowerPoint
Responsibilities
Identify new business prospects through research and sourcing; build and maintain a high-quality pipeline across Mainland China, Hong Kong, and Taiwan; engage prospective clients via calls, meetings, and events; conduct industry and competitor research; support RFPs and client documentation; measure and report on sales performance indicators.
Seniority
Senior, hands-on IC